Advanced Inquiry for SunSystems

 

Duration: ½ Day

 

Prerequisite: Basic understanding of Ledger Accounting concepts.

 

Who should attend: Any SunSystems user who would benefit by being able to perform inquiries and further interrogate the data in SunSystems.

 

What you will learn: At the completion of this training session participants will be competent in the following:

  • Creating Ledger inquiries and performing drill downs to supporting transactions
  • Creating charts to display the data returned from inquiries
  • Using various inquiry features to further interrogate SunSystems data
  • Performing purchase inquiries on invoices, orders and goods receipt notes

 

Course Content - Advanced Inquiry for SunSystems

 


Overview

  • Features of Advanced Inquiry
  • Logging in
  • Setting your default database and
    period
  • The Inquiry main screen
  • Inquiry toolbars
  • Customising your toolbars
  • Menu options
  • Customising Advanced Inquiry on
    your PC

Ledger Inquiry

  • Features of the Ledger Inquiry
    screen
  • Understanding your selection
    options
  • Summary inquiries vs. detail
    inquiries
  • Helpful hints
  • Drilling to Source Transactions
  • Drilling to Journal Details
  • Editing columns
  • Formatting output details
  • Inquiry properties
  • Navigating around the results
    screen
  • Linking results
  • Sorting and filtering data
  • Summarising transactions
  • Using non-contiguous ranges
  • Saving Inquiry selections and
    opening stored inquiries
  • Charting Inquiries
  • Creating Actual & Budget Inquires
  • Exporting Inquiry results
  • Grouping results

 

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