Search borrower financials

Circulation finance for searching financial transactions

The Circulation Transaction window is used for querying Financials applied to Borrower records over a period of time. For example, enter a “From” Date in the Date Column, use a > symbol and then enter a Date To. Select the Query button and if more than one Financial is found, the results will display as a Table.

NOTE: This facility is used for Searching only – no deletions or changes are possible.

1. Go to Main > Finance > CircFinance– the Circulation Transactions table where Fields to query can be entered
   
2. Enter required data (in the white fields) for the query. See below the table for further explanation. For example, a particular Financial Type of Financial between particular dates
3. Select F5Query to execute
4. If only 1 transaction is found, the data will display
   
5. If more than 1 transaction is found, a Table of Financial Transactions will result
   
6. From the Table Menu, it is possible to Report (using Template $fintrls.qrp) or Sequence the results, using Table Menu > Sequence

Hint: Highlight and copy (Main>Base>Copy) and paste into Excel.

Note: If the Table exceeds the Search Set Table>Continue Query will display the next set of results. Result sets are controlled from Supervisor>Installation>System – Default search cache size (This Default can be set for each Location from the Installation Menu>Select Location).