Ledger Enquiry – View Documents from Transaction List

When performing a enquiry using the ‘Sales Account Ledger Enquiry’ option you are given options to view the transactions – via the transactions, retained or outstanding buttons – or the documents via the ‘Invoices’ button. New in Release 5.8, when listing the transactions a DOCUMENT option is available to show the document relating to that invoice / credit transaction.

When selected against a transaction the DOCUMENT option searches the document history file for a match on document type / account / reference and displays the document. If no document is found the system warns accordingly.

When the document is displayed you can use <F7-Option> to print, otherwise use the <ESC> key or click the exit/X-Close button to return to the transaction list.