SQL Queries and Selection Lists are used throughout Autosoft. Below is the Debtor Master File with the Queries tab selected on 1 History. The 1 History query displays all transactions for this debtor.

Queries can be sorted in any order by clicking on the headings i.e. branch, reference, date, time, amount, balance, type, order number or outstanding. This type of flexibility is available in all selection lists making it so much easier for searching.

In the Debtor Master File Query tab there are a range of queries you can view, these are listed below:

1 Debtor History

2 Service & Parts Transactions

3 Vehicle Debtor Transactions

Backorders Ready to Invoice - Selected Debtor

Backorders - ALL Debtors

Backorders - Selected Debtor

Backorders Ready to Invoice - ALL Debtors

Backorders Requiring Supplier Order - All Debtors

Backorders Requiring Supplier Order - Selected Debtor

Billing To Accounts

Billing to Transactions by Date

Check Duplicate GL Transactions

Customer Matrix Types

Debtor List

Deposits - All Debtors

Deposits - Current Debtor

Exception Pricing - Selected Debtor

Inactive Debtors

Quotes - All Debtors

Quotes - Selected Debtor

Receipt Allocation

Sales By Month

Saved Invoices for Selected Debtors

Saved Transactions - All Debtors

Transaction Payment Method

Unallocated Receipts

Vehicles for Debtor

You select a Query from the drop down list and the results will be displayed in the Query result window just beneath the query selection drop-down box.

Below is the toolbar that allows various functions when in a query

Filter - Once you click on the filter button you are given options to select a criteria.

For this example below you have the option to select the from and to dates, invoice types, branches and outstanding only items.

Once a filter is in place, the icon changes to make you aware of this.

View - Opens the appropriate program for the selected transaction.

In the example below, the view button will open invoice number 80077 in the Parts Invoice program.

Search - Use this to search for a particular transaction. Firstly you must sort the column you wish to search on by clicking on the column heading. Then click inside the column, click the search button and type in the text to search.

Save - Click on this icon to save the query in a comma delimited format (csv).

Print - Click on this icon to display and print the query you are in. 

The print preview screen will appear once you have clicked the print button.

Click on the print button to print the report.

Click on the page setup button to setup the page layout.

Click on the to automatically fit the columns into one page if the report is too wide.

SQL queries can be changed or new ones written in the Maintain Queries program below. The Maintain Queries program is located in Utilities, System Setup.

Queries should only be changed or written by persons with SQL queries experience.