Inquiry list

In this procedure, you can load a list of inquiries. Primarily, the ones that have not been finished. The list can be used to e.g. follow up on inquiries that have not been responded to and are about to pass the response date. Another example of using the list is to value registered inquiries in money.

The list is mainly based on the inquiry register but also on some side tables as the supplier register and part register.

Some columns of the list are possible to update.

Detailed

This list shows detailed information about the inquiries that you have selected. The list can be grouped by inquiry or supplier.

Total

This list shows total information about the inquiries that you have selected. You can drill down on each row to see detailed information.

Related inquiries

The list shows detailed information about related inquiries and the primary inquiries to which they belong.

Edit inquiry header

In this list you can update most fields available under the Header tab in the Register inquiry procedure.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.

You can automate the running of this procedure with the Agent option. Read more about The Agent can help make your processes more efficient.