Unable To Drill Down On Transactions On Enquiries Screen For Any Module

Article, Knowledgebase

Article credit: Sage 

Article Outline Unable to drill down on transactions on Enquiries screen for any module
Knowledge Type Solving an unknown issue
Knowledge Activity Enquiring
Application Version V7.20.4.000
Application Edition Evolution Standard / Sage 100 Evolution
Evolution Premium / Sage 200 Evolution
Primary Module All/Multiple Modules/Not Relevant
Secondary Module All/Multiple Modules/Not Relevant
Incident Reference Number HD9973459
Knowledge Source Incoming Customer Query

 

Issue Description

This article provides a solution for the problem whereby agents are unable to drill down on transactions on the Enquiries screen of any module.
For example, open the Inventory Enquiries screen and view transactions for any stock item.

Fig 1

Normally, if you double click on any transaction you expect to first see the Audit Trial screen for that transaction

Fig 2

and drilling further down should reveal the actual source document, where relevant. However, it may occur that nothing happens (no drill down) when the agent clicks on the transaction in the main Enquiries screen.

Resolving the Issue

The following steps explain how to resolve the abovementioned query:
1. Login to Evolution with the Admin Agent or an Agent that has Administrative privileges
2. Have the agent that is experiencing the above issue log out of the company
3. Navigate to Administration | Agent Administration | Agents
4. Edit the Agent who requires access to drill down and click on the access permission tab.
5. Ensure that the permission below is selected for the agent:

Fig 3

6. The agent should now be able to drill down on Enquiries transactions in any module.

Disclaimer: These articles refer to possible solutions and a platform to share information. Each article describes a method that solved a query (knowledge gathered from previous sites) and how Sage Evolution should operate. These articles make reference to a specific Sage Evolution version, however the thought process can be generalised. Please note the information contained in these articles should be treated as guidelines and adapted to accommodate differences in business processes and IT environments. Articles may not be applicable to all environments. If this article did not resolve your query please contact Kiteview Technologies Support Department on:  (+27) 010 005 6678.

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Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

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