If you expect to run the same Advanced Query frequently, you can save your criteria as a Custom Query and run it from the Payable List screen. You can also set a Custom Query as the default query, which will be performed every time the Payable List screen displays.
You can delete a Custom Query that you no longer need. If you delete the default query, the default Standard Query is restored.
To save a Custom Query:
With the results of an Advanced Query displayed on the Payable List screen, click Save this custom query.
In the Query Name field, enter a new name for the query.
(Optional) To make this query the new default, click Yes.
Click Save Query. The name of the new query is added to the list of Custom Queries on the Payable List screen.
To run a saved Custom Query:
On the Payable List screen, select the query from the Select Query list.
Click Apply.
To set a Custom Query as the default:
With the query results displayed on the Payable List screen, click Update/Set Current Query as Default.
Click Yes to make this the default query.
Click Save Query.
To edit a saved query:
Select SUA Payables > Advanced Query, or click the Advanced Query button on the Payable List screen or on the Manage Payables tab of the SUA Overview screen.
From the Query list, select the saved query.
Modify the query fields as needed.
Click Process.
To save the changes you made to the query, follow the steps in Renaming a Custom Query.
To rename a Custom Query:
With the query results displayed on the Payable List screen, click Update / Set Current Query as Default.
Modify the name in the Query Name field.
(Optional) If this is not the default query and you want to make it the default, click Yes.
Click Save Query.
To delete a Custom Query:
With the query results displayed on the Payable List screen, click Update / Set Current Query as Default.
Click Delete.
When prompted to confirm the deletion, click Yes, Delete.