Using Account Inquiry to Extract Transactions onto the Control Desks In-Tray

Account Inquiry extracts and displays ledger transactions for a selected account using a flexible filter. This filter makes Account Inquiry useful for extracting transactions and passing them through to the control desk in-tray for further processing.

Once the selected transactions appear on the control desk in-tray they can be processed by many of the processes that can be initiated from the control desk in-tray, for example, payment processing, or matching.

Note: The Account Inquiry function uses a predefined system filter that was defined using Filter Designer (FLD). You can use Filter Designer to define your own inquiries or extract filters, or to modify the predefined filters. When you use any of the predefined inquiries, you are unaware that a filter is being used. You are simply prompted to enter the inquiry selections, for example to choose the account, journal or asset you are interested in. See 'Understanding the Control Desk Entry Point'.
  1. Select Account Inquiry (ACQ) from SunSystems to display the Selection - Account Inquiry form.
  2. Enter the account transaction selection details to identify the account transactions you require.
  3. Click OK to extract the account transactions and list them on the Financials - Account Inquiry window.
  4. Select the transactions you want to place in the control desks in-tray. See 'Selecting Items on a Control Desk'.
  5. Select Action > Review to list the selected transactions on the Control Desks In-Tray. You can de-select some transactions at this stage, if required.
  6. Choose a processing option from Report Process and click OK to process these transactions. For example, choose Matching Process to lists the transactions on the Search Results - Account Allocation window.