All/Multiple Modules, Inventory, General Ledger, Customers/Sales, Suppliers/Purchases: Unable to drill down on transactions on Enquiries screen for any module

Summary

Let's show you how to fix being unable to drill down on transactions on any Enquiries screen, for any module, in Sage 200 Evolution.

This article provides a solution for the following issue:

You're 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.

Normally, if you double-click on any transaction, you would expect to view the Audit Trail screen for that transaction.

Drilling further down from the above screen should reveal the actual source document, where relevant.

However, you may note that nothing happens (no drill down) when the agent clicks on the transaction in the main Enquiries screen.

The following steps explain how to resolve the abovementioned query:

1. Ensure the relevant agent experiencing the above issue is logged out of the company.

2. Log in to Evolution with the Admin agent or an agent that has Administrative privileges.

3. Go to Administration | Agent Administration | Agents.

4. Find and edit the relevant Agent.

5. On the Access Permissions tab, find and expand the General node, select the Transaction Drilldown option, and save the change.

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