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Creating or modifying a query

Created on  | Last modified on 

Summary

How to create or modify a query in Sage 100 Contractor.

Resolution

  1. Click File and Find from a record window.
  2. Click New in the Queries window to create a new query.
  3. Click Copy to modify an existing query.
  4. Enter or edit the Query Title.
  5. Click Next.
  6. Select the fields to display on the query:
    • Select the primary table from the Tables on the left.
    • Select the box List Fields by Name, on the right (optional).
    • Double-click on the fields from the Fields in [name of table] list on the right.
       TIP: Always add the Record# field to your new query. This improves searchability. 
    • This adds the field to the bottom panel and displays it in the query results.
  7. In the bottom panel, you can perform the following actions:
    • Add grouping by dragging columns to the group area in the dark gray band
    • Add sorting with a left-click on a column — The number next to the column represents the groups
    • Include multiple sorts in the main column row — Hold the shift key and click more columns
    • Reorder columns by dragging them to a different location
    • Remove columns from the report (Right-click, Remove)
  8. Click Next.
  9. Select the fields to include for the query selection criteria:
    • Select the primary table from the Tables on the left.
    • Select the box List Fields by Name, on the right (optional).
    • Double-click on the fields from the Fields in [name of table] list on the right.
       TIP: Always add the Record# field to your new query. This improves searchability.
    • The field appears in the bottom panel's selection criteria.
    • Enter a comparison option (For example, "Equal to", or "Between" and a parameter for each field.
       NOTE: Leave the parameter text box blank to enter a specific value when running the query.  
  10. Click Finish.