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T24 Enquiry Workshop Guide

This document discusses creating B tree and hidden field enquiries in T24. It covers objectives like hiding or displaying columns, adding break changes, headers and footers, and calculating totals. It provides examples of creating enquiries with the ACCOUNT application that display data in a tree format, add headers and footers, and hide columns. Fields like FIELD.DISP.TYPE, SECTION, and ATTRIBS and their uses are explained. The document concludes with a review of how to display break changes, create start and end tree enquiries, calculate totals, and add headers and footers to enquiry outputs.

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0% found this document useful (0 votes)
532 views29 pages

T24 Enquiry Workshop Guide

This document discusses creating B tree and hidden field enquiries in T24. It covers objectives like hiding or displaying columns, adding break changes, headers and footers, and calculating totals. It provides examples of creating enquiries with the ACCOUNT application that display data in a tree format, add headers and footers, and hide columns. Fields like FIELD.DISP.TYPE, SECTION, and ATTRIBS and their uses are explained. The document concludes with a review of how to display break changes, create start and end tree enquiries, calculate totals, and add headers and footers to enquiry outputs.

Uploaded by

sangavi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
  • Introduction: Provides an overview of the training session, including the format and scope of applications covered in T24.
  • Objectives: Outlines the learning objectives, including skills participants will acquire by the end of the training session.
  • Enquiry Basics: Introduces basic concepts of creating and executing enquiries in T24, focusing on data retrieval and display.
  • Creating Enquiries: Details the steps for creating an enquiry using the T24 ACCOUNT application, with a focus on currency and working balance.
  • Enquiry Tasks: Provides practical tasks for creating enquiries including using headers, footers, and hidden fields.
  • Workshops: Contains interactive workshop activities to apply learnt skills on creating enquiries in T24.
  • Quiz: Includes a quiz to test understanding of enquiry concepts, operations, and terminology.
  • Summary: Summarizes key topics discussed in the training and refers to core functionalities in T24 enquiry configurations.
  • Review and Thank You: A review of the main topics covered followed by a closing thank you note to participants.

Creating B Tree And Hidden Field

Enquiries

TECHMILL TRAINING
Conventions Used

 Applications in T24 are represented in Bold Uppercase letters

 The fields in the applications are mentioned in Uppercase letters

 This learning unit is workshop based

Slide 2
Objectives

At the end of this session you will be able to,

 Hide or display columns in the enquiry output

 Display a break change in the enquiry output

 Display headers and footers in the output of the enquiry

 Explain Start tree and End tree enquiries

 Calculate the sum of values of a particular column using the keyword


TOTAL

Slide 3
Things we know about Enquiries

 A query you ask T24 about the data it has stored

 In technical terms, it is a ‘SELECT’ executed in order to fetch data from


T24

 Created using the ENQUIRY application in T24

 Can display data in various formats

Slide 4
Task 1 – Break Change

 Create an Enquiry based on the ACCOUNT application with the following


fields - @ID, CURRENCY & WORKING.BALANCE

 Sort the account records based on the CURRENCY field. Introduce a line
break when the currency changes

 Calculate the total working balance for the set of records that fall under the
same currency

Break Change

Slide 5
Create the Enquiry

Slide 6
Create the Enquiry

Slide 7
Output

Break Change

Slide 8
Task 2 – Tree Format

 Create an enquiry based on the ACCOUNT application, that displays the


following fields – CATEGORY,ACCOUNT.NO & WORKING.BALANCE

 The data must be sorted by Category and displayed in an expandable or


collapsible ‘tree’ format. Display the CATEGORY description as the label for
every expandable node

Slide 9
Create the Enquiry

Slide 10
Create the Enquiry

Slide 11
Output

Slide 12
Task 3 – Hidden Column Header

 Create an enquiry based on the ACCOUNT application. It must display


a list of all the accounts of a customer (run time selection). Fields that
need to be displayed are @ID, CATEGORY, CURRENCY and
WORKING.BALANCE.

 In the HEADER part of the enquiry report , display the short name and the
date
 In the FOOTER display the text ‘END OF REPORT’
 Hide the column heading of the balance field

 You can see a sample output of the designated task.

Slide 13
Create the Enquiry

Slide 14
Create the Enquiry

Slide 15
Output

Slide 16
Workshop 1

 Create an Enquiry based on the FUNDS.TRANSFER application with the


following fields - @ID, TRANSACTION.TYPE, DEBIT.ACCT.NO,
DEBIT.CURRENCY,DEBIT.AMOUNT & CREDIT.ACCT.NO

 Sort the data based on the DEBIT.CURRENCY field and display it in a


expandable tree format. Display the currency value as the label for each
node

 In the header region of the report display the Report of FT

 In the footer region display the text ‘END OF REPORT’

Slide 17
Workshop 2

 Create an enquiry based on the ACCOUNT application

 Fields to be part of the enquiry output are - @ID, CUSTOMER,


WORKING.BALANCE, ACCOUNT.TITLE.1, and CO.CODE

 The field CUSTOMER is a mandatory selection field of the enquiry

 Header for the field CO.CODE should be hidden in the enquiry output

 Selection criteria box should not be displayed as part of the enquiry


result

Slide 18
Task 4 – TOTAL Keyword

 Create an enquiry based on the ACCOUNT application with the following


fields – CUSTOMER.NO , ACCOUNT.NO , WORKING.BALANCE.

 An interest of 1000 rupees is provided to customers whose working


balance is in the range of 10000 to 20000. This additional interest
calculation has to be done in your Enquiry.

 The interest is added to the working balance and displayed in the last
column of the Enquiry.

Slide 19
Create the Enquiry

Slide 20
Output

Total of interest & working


balance
Slide 21
Task 5 – Hidden Column

 Create an enquiry based on the ACCOUNT application. Display the


fields - @ID, CATEGORY , ACCOUNT.TITLE.1, CURRENCY,
WORKING. BALANCE (hide this from view)

 Hide the WORKING. BALANCE field from the normal view in your
report

Slide 22
Create the Enquiry

Slide 23
Output

Slide 24
Workshop 3

 Create an Enquiry based on the ACCOUNT application with the following


fields – CUSTOMER, CATEGORY & CURRENCY

 From the CUSTOMER application retrieve the value for SHORT.NAME

 In the last field of your enquiry append and display the values of CATEGORY
and SHORT.NAME

Slide 25
Quiz

 BREAK CHANGE is the value which is used to mention a line break is


in the OPERATION field - True /False

 When the field FIELD.DISP.TYPE is set to STARTTREE, you define


the expandable part of the tree structure – True /False

 OPERATION field can be used to link to a different application in T24 -


True /False

 If the ATTRIBS field is set to HIDDEN, field values will be hidden from
the normal view of your enquiry report – True /False

 The CALC keyword can be used to the difference of two values - True
/False

Slide 26
Summary

 FIELD.DISP.TYPE
 Used to display data in an expandable/collapsible ‘tree’ format
using STARTTREE and ENDTREE options.

 SECTION
 The options available in SECTION field are HEADER /
FOOTER/NODISPLAY

 ATTRIBS field
 Set to HIDDEN to hide column values in the view.

Slide 27
A review - Enquiries -Hiding – B- Tree

You will now be able to,

 To display a break change in the enquiry output

 Start tree and End tree enquiries

 Calculate the sum of values of a particular column using the keyword


TOTAL

 To display headers and footers in the output of the enquiry

Slide 28
Thank You

TECHMILL TRAINING

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