Enquiries in T24 – An Introduction
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 learning unit , you will be able to
Explain what is an Enquiry in T24
Create Simple Enquiries in T24
Execute Enquiries in T24
Create Enquiries with Fixed Selection Criteria
Create Enquiries with Runtime Selection Criteria
Sort the output of an Enquiry and analyse the output
Slide 3
What is an Enquiry ?
Applications in T24 are used to input and store data.
Data can be viewed by using the SEE (S) function or the LIST (L)
function or the LONG LIST (L L) function.
To generate user defined reports – ENQUIRY Application
An enquiry is a query that is executed to fetch data from the database
and display the results in a user defined format
In technical terms an enquiry is a ‘SELECT’ executed in order to fetch
data from T24.
Slide 4
Output of Default LIST function
Slide 5
Task 1
Create a enquiry based on the CUSTOMER application in T24 which
lists the following fields - @ID , Mnemonic, Sector, Nationality and
Residence
Slide 6
Create the Enquiry
Slide 7
Create the Enquiry
Slide 8
Create the Enquiry
Slide 9
Output
Dynamic Selection 2
Criteria Box
Slide 10
Workshop 1 – Captivate Demo
Create a report based on the ACCOUNT application in T24 which lists
the following fields
@ID (Account ID), MNEMONIC, CURRENCY, CATEGORY and
WORKING.BALANCE
Slide 11
Task 2 – Dynamic selection criteria
Create an Enquiry based on the CUSTOMER application in T24 which
lists the following fields - @ID (Customer ID), MNEMONIC, SECTOR,
and NATIONALITY.
Execute the Enquiry to generate the report of customers who belong to
SECTOR 1001.
Slide 12
Create the Enquiry
Slide 13
Output
Slide 14
Task 3 – Headers in Enquiry Output
Create a report based on the CUSTOMER application in T24 which lists the
following fields - @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and
RESIDENCE.
The enquiry report will have two headers - ‘Techmill Training’ and ‘Customer
Details’
Slide 15
Create The Enquiry
Slide 16
Create The Enquiry
Slide 17
Create the Enquiry
The HEADER field was used in earlier releases to display header text
Slide 18
Output
Slide 19
Workshop 2 – Captivate Demo
Amend workshop 1 to include the following heading
Techmill Training
Default Account List
The column heading for the account number field needs to be ‘Account
Number’
Slide 20
Task 4 – Fixed and Dynamic Selection Criteria
Create a report based on the CUSTOMER application in T24 which lists
the following fields
@ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
Only customers with nationality US need to be displayed
Value for SECTOR need to be obtained from the user at run time. Make
this input mandatory
Slide 21
Create The Enquiry
Slide 22
Create The Enquiry
Slide 23
Output
Denotes mandatory selection field
Only SECTOR field present, others
removed
Fixed Selection always executed first followed by Dynamic Selection 2
Slide 24
Workshop 3 – Captivate Demo
Amend the enquiry created to list only accounts that have a positive
working balance
Currency should be obtained from the user at run time
Slide 25
Task 5 – Multiple Selection Criteria
Create a report based on the CUSTOMER application in T24 which lists the
following fields
@ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
Complex Condition to be used
SELECT CUSTOMER WHERE (RESIDENCE = Value OR NATIONALITY =
Value) AND (SECTOR = 1000 OR 1001)
Slide 26
Create The Enquiry
Slide 27
Output
Slide 28
Workshop 4 – Captivate Demo
Amend the enquiry to ensure data that meets the following condition
alone is retrieved from the database.
Either currency has to be supplied or category has to be supplied And
Account should be a customer account (No internal accounts)
Hint : Internal accounts do not have a value in the field CUSTOMER
Slide 29
Task 6 – Sort the Records
Create an Enquiry for the ACCOUNT application with the fields - @ID,
ACCOUNT.NO, MNEMONIC , CURRENCY, CATEGORY, and WORKING.BALANCE.
Sort the records in the descending order of the value in the WORKING.BALANCE
field.
Slide 30
Create The Enquiry
Slide 31
Create The Enquiry
Slide 32
Output
Slide 33
Default Application Enquiries In T24
T24 provides default application Enquiries . The naming convention for
these Enquiries are %Application name.
%ACCOUNT,%CUSTOMER etc
When you execute the LIST (L) function on the command line ,
internally the T24 system invokes the built-in Enquiry of T24.
However you can also modify these built-in Enquiries .
Slide 34
Setting Favourites for Enquiries
The application EB.SELECTION.FAVOURITES in T24 allows users to
save selection criteria in enquiries as favourites.
Favourites can be classified as User Specific and System Wide
Favourites
Attribute NO.ENQUIRY.FAVOURITES is set to disable favourites.
Slide 35
User Specific Favourites
Slide 36
Output
Slide 37
Adding User Favourites
Slide 38
Output
Slide 39
System wide Favourites
Slide 40
Output
Slide 41
Quiz
ENQUIRY is a function in T24 which is used to fetch data from the
database – True / False
ENQUIRY.SELECT is the command which is used to execute the
enquiries - True / False
Fixed selections in the enquiry are grouped using the OR operand - True /
False
When you execute the LIST (L) function, internally the T24 system invokes
the built-in Enquiry of T24 - True / False
You cannot modify the built-in enquiries in T24 - True / False
Quiz
ENQUIRY is a function in T24 which is used to fetch data from the
database – True / False
ENQUIRY.SELECT is the application which is used to execute the
enquiries - True / False
Fixed selections in the enquiry are grouped using the OR operand - True /
False
When you execute the LIST (L) function ,internally the T24 system invokes
the built-in Enquiry of T24 - True / False
You cannot modify the built-in enquiries in T24 - True / False
Slide 43
Summary
Enquiry is a query you ask T24 about the data it has stored
Enquiries are created using ENQUIRY Application in T24
ENQ is an abbreviation created for ENQUIRY.SELECT
Ensure that you specify COLUMN values for all the fields in your
enquiry
Slide 44
Introduction to Enquiry - A review
You will now be able to,
Explain what is an Enquiry in T24
Create Simple Enquiries in T24
Execute Enquiries in T24
Create Enquiries with Fixed Selection Criteria
Create Enquiries with Runtime Selection Criteria
Sort the output of an Enquiry and analyse the output
Slide 45
More on Enquiries…
Enquiries can display data in various formats like
Pie charts
Bar charts
Reports that allow data to be edited not just viewed
Reports with images
Reports with sub totals, grand totals etc..
Enquiries enables user defined subroutines to be attached in order to
manipulate selection criteria and field values before they are displayed
Slide 46
Thank You
TECHMILL TRAINING
