This report is populated automatically when a transaction on a sales ledger account is set to a status of ‘Queried’ via the Sales Ledger Enquiry screen. The following page is displayed to allow specific queried transactions to be viewed:
Queried transactions, within a particular sales ledger account, can be viewed by selecting the account required using the ‘Account’ field. Alternatively, the Branch/Department can be used, or a particular system user or module can be searched for queried transactions. Select the ‘Create Report’ option. Queried transactions are displayed in the lower section of the screen.
The report can be exported into Excel or printed. Narrative can be viewed against individual transactions by highlighting them with a single click and then selecting the ‘Narrative’ option – narrative can also be added and saved via this option.
