In our last few entries, we have been discussing what it is like to use the financial tools in Microsoft Dynamics SL, including how batches are posted to the General Ledger, how transactions are corrected, how allocations are made, and how a posting period is closed. In our last entry, we took a look at inquiries and reporting for the General Ledger in Microsoft Dynamics SL. Today let’s look at how you can use Quick Query to quickly access relevant information in Microsoft Dynamics SL.
Quick Query is a tool that is similar to reports. It enables you to quickly query the Microsoft Dynamics SL database for specific information, and you can add filters, sort, and add or remove columns on the fly. You can then export the resulting data to Excel. But if you’re just looking for answers to questions, Quick Query is a great tool for getting those answers, because you can quickly view the information you need, and you can right click on a field to drill back to an originating transaction.
To access the Quick Query tool, you can simply click the Quick Query button in the left pane. Then select the module/data you want to query. For example, you can select “Journal Transactions” under the General Ledger heading, and the Quick Query Viewer will open with a list of all General Ledger transactions. At the top of the screen, you can easily filter down to the transactions you want to look at by journal type. Click on the expand button next to the Journal Type button, and you’ll be able to add as many filters as you want by clicking the Add Filter button for each one.
To move a column, simply click on the column heading and drag it where you want it. To remove a column, just right-click on the column heading and select the option to remove it. You can add columns and fields as well. When you have the data as you like it, you can export it to Excel with the click of a button at the top of the screen.