Inquiries into Business Partners (BPs), Transactions, Banks, and other modules of Sage X3 can be made in the Inquiries sub-module of the AP/AR module.
The following inquiry items are under the inquiry sub-module:
Customer Situation
Find out information about a customer’s payments.
In the BP:
- Select the customer.
- Click on the ‘Search’ button at the top of the page.
- Transaction details about the customer will now be displayed on the page.
Supplier Situation
Find out information about a supplier’s receipts.
In the BP:
- Select the supplier.
- Click on the ‘Search’ button at the top of the page.
- Transaction details about the supplier will now be displayed on the page.
Customer Aged Balance to Date
To view customer aged balance to date.
In the BP:
- Select the customer.
- Click on the ‘Search’ button at the top of the page.
- The customer’s aged balance will now be displayed on the page.
Payments
View the status of all payments made at the Payment Entry.
- Select the company and site.
- Click on the ‘Search’ button at the top of the page.
- All payments and details will now be displayed on the page.
Invoices
View all sales and purchase invoices and their payment or receipt details.
- Select the company and site.
- Click on the ‘Search’ button at the top of the page.
- All invoices and details will now be displayed on the page.
Banks
View all bank transactions such as bank payments, bank receipts, and bank transfers.
In the Bank:
- Select a bank or cash account to see transactions for only one account.
- To view all bank and cash transactions, do not select a bank.
- Click the ‘Search’ button at the top of the page.
- The bank inquiry results will now be displayed at the top of the page.