Using the Query. Sage DacEasy 1715 North Brown Rd Lawrenceville, GA

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1 Using the Query includes a custom report writer, DacAccess > Query, that allows you to create reports from most files in the database and it queries the information to the screen for viewing and printing. Access DacAccess > Query Assign a name of the query for identification purposes The Catalogue Lookup is then displayed. The catalogue lookup displays the name of the database file under description, and to the right, under files, listed is each available field you can pull into the query. In this example we will use the Billing catalogue. The Billing catalogue represents the invoice area of DacEasy.

2 Once you have selected the desired Catalogue, you are now ready to access the tables of that catalogue. Below the Column Selection area, select F5-Lookup, to access the Table Lookup. The Table Lookup displays the tables you can access, in this case for Billing, to pull specific fields. In this example we will select Billing from the list. This represents the header portion of the invoice entry screen.

3 Once you have selected the Table, the Column Lookup will display all the fields you may choose from for your custom query. There is no limit to the number of files on the query. However, it may require sending the printed format to landscape, for example to accommodate a lot of columns. Select a field from the Column Lookup, press enter twice to go to the next column, and press F5- Lookup to access the next field. At any time you may select Escape key to go to another Table, such as Billing Detail. Billing detail represents fields that reside in the lower portion of the invoice entry screen. Below is a query called Sales Tax 3. Although the query design can hold many fields, it can only display 4 columns at a time. Scrolling to the right will allow you to see all the fields. Or you may print out the query design format by selecting Options > Print Format. The query in this example has 12 columns: Invoice Number Customer Number Tax Number Total Sales Rate (a user defined formula) Transaction Date Product Code Product Description Taxable- Y/N Extended Amount Tax Amount Product (user defined formula) Name

4 It is recommended to save the query as often as needed. Select Run Query to display the results of your selection:

5 The Query Viewing queries your selections to the screen. You may select Print to print out, or export, or publish to MS Excel. It is important to save Advanced Query Tools Add a date: If you have a date field on the query, you may define a date range. One box below the date field, select Options and Zoom. On the Zoom field select F5-Lookup. This will bring up the Logical Operators box. Select Between. Type the beginning date, 01/01/2011, for example, and follow with And, and enter the end date 12/31/2011. The zoom will look something like, between 01/01/2011 and 12/30/2011.

6 User Defined Fields: You can create a custom formula by using 2 or more columns that exist on the query. A user defined formula example, Total Cost= UnitCost*ShippedQty To create a user defined formula: At an empty column field, select F8 Enter a name and description On the Expression field, select F5 Lookup and choose the fields that are in the query along with the operands, such as + or *. Save the formula Add the user defined to the query column, select Escape from the Catalogue lookup until you have returned to the Table Lookup. At the bottom is User Defined fields. Join: When selecting files to use in a query, several of these files may contain the same information. For example the Receivables Header and the Receivables Open Invoice contain the Customer Code. This field is considered the join between these files. There are three types of joins: Equi, Left Outer and Right Outer. The default is an equi-join. Equi Join Only data that is common between the files will be included in the queried data. Left Outer Using the example above, this join will include all receivables header transactions and only the open invoices that have a customer code in the receivables header file. Right Outer Using the example above, this join will include all open invoices and only the receivables header transactions that have a customer code in the open invoice file. To edit the default, click Options from the Column Selection and choose Edit Join. The Join Editing dialog box appears. Select the type of join and click OK.

7 Review the Query Format: When you need to review the tables and columns of an existing query. In this example fields are pulling from INHD, invoice header and the INDT, invoice detail. On the Query Design select Options and choose Print Format