Permanently change inquiries

How to use the Sage 300 CRE Inquiry Designer to change and save an inquiry.

Considerations before changing an inquiry

• Permanent inquiry changes affect all operators.
• To change an inquiry, you must have the Inquiry Designer (ID) application.
• When you upgrade, you’ll lose changes to a default inquiry unless you change the inquiry name.
• You currently can’t change or modify an inquiry in the Address Book Application.

Change the inquiry

1. In Inquiry Designer, from the Inquiry menu, select Inquiry Manager.
2. Select the application containing the inquiry to change and click OK.
3. In the Inquiry Manager window, select the inquiry to modify.
4. Click Change to modify the current inquiry. Click Copy to create a copy that you can customize without affecting the original.
5. If you click Copy, type a name, and specify a menu group for the new inquiry. Click OK. Select the new inquiry and click Change.
6. The Change Inquiry window opens with the Inquiry name, Menu group, and Start level prefilled. You can’t change the Start level.
7. Click Options, Applications, or Define Levels as needed.
   • To change any of the inquiry options, click Options. Make any additional selections, and click OK.
   • To add records from another application, click Applications. Select the application, and click OK.
   • To change the inquiry, click Define Levels to open the table view at the starting level of detail. Depending on the records of the inquiry, you can make other selections. The buttons on the inquiry window allow you to make specific changes. For example, click Select to add or remove a column.
8. After completing all changes to the inquiry, click Close.
9. Click Yes when prompted to save the inquiry.
10. In the Save Shared View window, accept the default name, or specify a custom name, and click OK.
    
    NOTE:

    If you save changes to the default name, other inquiries with that table view also reflect your changes. Changes to a default view overwrite when you upgrade. To keep changes when you upgrade, change the name of the view, and click OK. When you change the name of the view, only the modified inquiry reflects the changes.

11. Click Close.

For additional information on changing an inquiry, refer to Inquiry Designer Help.

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