QUERIES AND REPORTS

Queries Overview

The Queries menu contains a number of reports or drill down queries that do not fit in any specific module because the information can jump to many different files.  The drill down also appears within lookup screens in other programs such as IN-A  Inventory Inquiry and IN-B  Enter Inventory.

The Drill Down function will appear in programs as a button with a green circle containing a white arrow pointing downward.  The top portion of all the lookup grids has a navigation bar, and Select, Edit, Add, Delete, and Exit buttons, the fast find field, sort selection and toolbar buttons. The lower part of the screen contains the data.

The navigation bar lets you move to the top, select previous, select next, and move to the last record.

The select button will choose the value to be returned to the program that called the lookup (so will pressing enter or double clicking on the record).  Exit (or ESC) will return to the calling program without returning any values.

Fast find is an entry field that searches the current index for the value as you type it in. To change the current sort order click on the dropdown list button located in the right hand side of the sort list by field.

The toolbars are tied to the grids and are dynamic in what is displayed. Inventory lookups will have the camera button to display links, where Sales Orders does not.

The drill down button will be displayed if drill links have been established and if the user has a security level to access it.   When pressing the drill down button, a list of options will be displayed of where you can drill. Drilling uses the data from the current highlighted record to link/filter into the destination file.

Once you are in the drill down information you can continue to drill down or drill back up, by clicking on the Red circle with a white arrow up button.  This button will only appear when you have drilled into a lookup.

Another type of drill down or more specifically, filter, is the sub string search. That is the button with the icon of a funnel and an equals sign.  This will allow you to filter or search by a sub string. The string is not case specific and will find all matches. The resulting grid is treated like a drill down and you can therefore drill back up or continue to drill down from it.  The fields that are prompted to search for are also configurable by the user, up to a maximum of 6.

The next Toolbar button is Print Grid. This allows the user to dump the results of a drill down to an RTM.  There is another toolbar button that will appear when you are in Sales or Purchases. It is the print associated documents button. This will bring up a small screen and ask you, in the case of Sales orders, if you want to print Acknowledgements, Packing lists, or Invoices, or PO's in the case of Purchases.