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Setting up customer balances generic inquiry

This knowledge base article guides you through the process of creating a generic inquiry to report back customer balances. The screen shot below lists the tables required.

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Within the relations tab you need to specify the table relations (joins) as shown below.

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You can specify conditions, parameters and sort order if required and also the fields that the generic inquiry will report back on in the results grid tab.

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Below is the result set of the generic inquiry.

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