The Inquiry tab of the Supplier Management module provides a record of all transactions for a selected Supplier. It may be used to locate an updated/posted transaction by filtering the list of records. Original and outstanding amounts are shown for each transaction. Moveware utilises a positive and negative convention to indicate debit and credit transactions. e.g. an Invoice is shown as a positive amount and a payment or credit note is shown as a negative figure.

Outstanding transactions are shown in the Inquiry tab by default, while toggling the “Show Zeros” toggle will allow review of all activity for the Supplier, including non-outstanding transactions.  The tab also provides the current ageing status of the Supplier by Current, 30 Days, 60 Days, and 90 Days. The Inquiry tab may be used to view individual Payments, or to display a consolidated view of payments applied to multiple invoices.

How to View the Supplier Inquiry Tab

1. In the main menu navigate to Suppliers > Supplier Management. Existing Suppliers are displayed in alphabetical order.
2. To find the required Supplier use the search boxes to filter the Supplier records. See Searching for Suppliers for further details.
3. Navigate to the Inquiry tab. All Supplier transactions are displayed.

Note: By default transactions are show in the currency applicable to the Supplier.  However, if the Supplier has a foreign currency, local currency amounts can be shown.

The following tasks may be performed on Supplier transactions:

Task	Description
Viewing Purchase Details	Individual Purchase details may be viewed by filtering the transaction records and double clicking on a Purchase record.
Viewing Payment Details	To view the details of a Payment highlight the required transaction and click the View Payment Details button .
Refresh Current Search	To view all current transactions, including recently posted Purchases and Payments, click the Refresh button .
Viewing a Transaction Journal	To view the General Ledger Journal details of a transaction, highlight it and click on the General Ledger button . The Journal type may be Creditor Purchase (CI) or Creditor Payment (CP). See Viewing a Supplier Transaction Journal..
Quick Adjustment	A Quick Adjustment is useful for writing off small amounts such as discrepancies in Foreign Currency transactions. The Cleanup Transactions button is used to make a Quick Adjustment. For further instructions see Enter a Quick Adjustment.
Move Highlighted Transaction to Another Supplier	An outstanding transaction can be transferred to another Creditor by clicking the Move Highlighted Transaction button . See Move Highlighted Transaction to Another Customer.
Modify Effective Date of Journal	To modify the Effective Date of a transaction, highlight it and click the Modify Effective Date button . Select the new Effective Date from the pop-up calendar window and click OK.
Reverse Highlighted Transaction*	A transaction may be reversed by highlighting it and clicking the Reverse button . Click Yes to confirm and enter a reason for the reversal. Invoices (CI) will be returned to status N, Payments (CP) will be removed from the system entirely.
View Current and Aged Totals	The right side of the Inquiry tab displays a summary of the current ageing status of the Supplier for Current, 1 Month (30 Days), 2 Months (60 Days), 3 Months (90 Days), and Total balances outstanding.
Hold/Unhold	The Hold/Unhold button allows outstanding invoices and receipts to be put on hold. Placing a hold on a transaction will highlight the outstanding balance in purple. Once a transaction is put on hold, it disables receipting/applying on the transaction. See Place a Purchase on Hold.
Consolidate Payments	Supplier Invoices may viewed as Consolidated Invoices by selecting the Consolidate Payments checkbox on the right side of the Inquiry tab.
Using Apply View	The Applied View displays a list of all Purchases, Supplier Invoices and Payments sorted by Supplier. To display the Applied view select the Show Zeros checkbox on right side of the Inquiry tab.  See Review Past Supplier Activity.
Transaction Notes	Transaction Notes can be used to store history or useful information about a transaction. To display a larger editor for easy entry, double click on the Transaction Notes box. See Transaction Notes.
View Event Log	To view the Event Log of a transaction click the View Events button . See Purchase Invoice Event Log  for further information.

* These tasks are only available to Account Administration Users (Security Level A).

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