Accounting Finance:Query Group

Overview

• Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection.
• Defining a query group allows you to “save’ your most relevant enquiry scenario and retrieve the current values from the database at any time.
• You are also allowed to make ad hoc enquiries using a temporary query group.
• The result from your balance enquiry may be analyzed on two different levels:

1. The first level is a total of an account combination displayed per period.
2. The second level displays the detailed transactions that build up your balances.

Working with Query Group

• Under Enquiries (blue side panel)

1. Select Balances and budgets or select Enquiries
2. Type Balances under search argument and click enter
3. Mark Balances and budgets and click enter

• Select Query Groups or click F8 to reach the panel where you can run a query group

• Select Maintain Group or click F8 to Maintain Query Group

• Select add (left side blue panel) or click F8 to define a new query group

1. Enter Group (this is the name you will refer to when you want to run the query group)
2. Enter Description of your choice for the query group
3. Click enter

Query Group Maintenance - Periods and Values

1. Enter period range
2. Enter key (enter the keys you want for this query group) The first key in every sequence must also be the first key in the query group.
3. Tip: Click F8 to view the keys from which you may choose.
4. Enter Key value
5. Tip: Click F1 to view the length and type for the keys you have selected.
6. Click enter

• Click F12 to move back to previous panel(s) (Note: may need to hit F12 twice)
• Mark the Query group you want to use and click enter

• Click F10 to drill down to access information on a more detailed level
• The Open bal is for the first period selected
• The Total is a summation of the opening balance and the selected periods value.

• Mark one of your account combinations to view your transactions and click enter
• The system will then display the transactions that build up the balance
• Click F6 or F7 if you want to toggle between columns
• Tip: Click F1 to position yourself in the sub-totals

• Select Quick Groups (left side blue panel) or click F9 to reach the panel where you can run a quick group

1. Enter period range
2. Enter key (enter the keys you want for this query group). The first key in every sequence must also be the first key in the query group.
3. Tip: Click F8 to view the keys from which you may choose.
4. Enter Key value
5. Tip: Click F1 to view the length and type for the keys you have selected.
6. Press enter

• Click F10 to drill down to access information on a more detailed level
• The Open bal is for the first period selected
• The Total is a summation of the opening balance and the selected periods value.

• Mark one of your account combinations to view your transactions and click enter
• The system will then display the transactions that build up the balance
• Click F6 or F7 if you want to toggle between columns
• Tip: Click F1 to position yourself in the sub-totals

Exercise #1

• Create a query group
• Create a quick group
• Retrieve your query group and drill down to access information on a more detailed level.