Sage 300 ERP Inquiry Queries for 2012
We introduced the Sage 300 ERP Inquiry tool in our 6.0A release. This tool was part of the new Web Based Portal. I blogged about it here, this blog was written before release when we were call it the Adhoc Query tool. With the 6.0A release we had query templates for General Ledger (G/L), Accounts Payable (A/P) and Accounts Receivable (A/R). With our upcoming 2012 release, we are adding query templates for Inventory Control (I/C), Order Entry (O/E) and Purchase Orders (P/O).
The new query templates (or data domains) that are being added are:
- Inventory Items
- Inventory Item Transactions
- Order Entry Invoices
- Order Entry Sales History
- Purchase History
- Purchase Orders
Remember that the intent of the Inquiry tool was to be easy to use, so anyone can inquire on their data without requiring any assistance or support.
Let’s look at a few simple examples. For instance, say you want to know everything that our favorite customer, Ronald Black, has purchased from us? We can then use the “Order Entry Sales History” template and select our customer as 1200 from a “Finder”, and immediately see a list of everything he purchased. We can then add a totals line to see the total. If we wanted to we could group this by year or period and see subtotals for these.
Suppose we wanted to know what our total sales of “Halogen Desk Lights” is and who is purchasing them?
These were just two simple examples using Order Entry Sales History. Hopefully with these data domains for the operations modules, you can get answers to the questions you have about what is happening in your company.
The intent is that you can inquiry and report on questions to do with your inventory and operational transaction histories to help you with projections, better manage inventory levels and to direct marketing to your customers based on their history. Hopefully the P/O queries will help you better manage your vendors and to help your company control costs by having more visibility into its purchasing patterns.
Remember you can print these, export these, choose the columns and sort order. You can have any number of selection criteria; there are five types of totals that can all be grouped by a field. Again the primary idea is keep the operation of this screen really simple, so anyone can ask questions on their data this way.
If you still need additional data queries (data domains) you can get a developer to create these for you. I blogged on how to do this here. Any of these that you created previously will continue to work. Just beware that you will need to move them to the inquiry61a folder when you upgrade. Unfortunately there is still the limitation that you can’t add menu categories to the Inquiry menu, but at least now there are 3 more existing places to choose from.
We continue to fill out the web based functionality we introduced in Sage 300 ERP Version 6.0A. This is just one of the many new features that our next release Sage 300 ERP 2012 provides.