GP-Style Inquiry Screens for Business Central
Publisher: G2 Systems Group | Version: 1.1.26.0 | Platform: Business Central 26.0+
Table of Contents
1. Overview
GP-Style Inquiry Screens brings the familiar Microsoft Dynamics GP (Great Plains) inquiry experience to Microsoft Dynamics 365 Business Central. If your team has migrated from GP to Business Central, this extension provides the same period-balance views, aging buckets, open transaction lists, and drilldown capabilities your users already know.
Key Capabilities
- Period-by-period balances for GL accounts
- Vendor and customer aging with open transaction detail
- Item quantity and cost history
- Bank account reconciliation status
- Fixed asset depreciation schedules
- One-click drilldown from summary totals to source documents
- Zero configuration required — works immediately after installation
2. Installation
Prerequisites
- Business Central version 26.0 or higher
- Administrator permissions in your BC environment
Install from AppSource (Cloud / SaaS)
- In Business Central, press Alt+Q and search for Extension Management.
- Click Manage → Marketplace.
- Search for GP-Style Inquiry Screens.
- Click Get It Now and accept the terms.
- Wait for installation to complete (typically 2–5 minutes), then refresh your browser.
Install from .app File (On-Premises or Cloud)
- Open Extension Management in Business Central.
- Click Upload Extension.
- Browse to the .app file and click Open.
- Click Deploy and choose your scope:
- Global — available in all companies
- Current Company — available in the active company only
- Confirm and wait for deployment to complete.
Verify Installation
Press Alt+Q, type GS2 GL Account Inquiry, and confirm the page appears in search results.
3. Permissions
The extension ships with three permission sets. Assign the appropriate set to each user.
| Permission Set | Who It's For | Capabilities |
|---|---|---|
| GS2 INQUIRY - FULL | Accountants, AP/AR staff, inventory managers | View all inquiry pages, export data, navigate to source documents |
| GS2 INQUIRY - READ ONLY | Executives, auditors, temporary staff | View-only access; no export or document navigation |
| GS2 INQUIRY - MANAGER | Controllers, CFO, finance directors | All Full permissions plus multi-company access |
Assigning a Permission Set to a User
- Search for Users (Alt+Q).
- Select the user and click User Permission Sets.
- Click New, select the appropriate permission set, and optionally specify a company.
- Click OK.
Assigning to a User Group
- Search for User Groups (Alt+Q).
- Open the group and click User Group Permission Sets.
- Add the appropriate permission set — all users in the group inherit it automatically.
4. Inquiry Screens
4.1 GP Inquiry Hub
How to open: Search GS2 GP Inquiry Hub (Alt+Q).
A single landing page with tiles that link to every inquiry screen. Ideal as a bookmark or Role Center shortcut for finance teams.
4.2 GL Account Inquiry
Page ID: 71776626
How to open:
- Search GS2 GL Account Inquiry (Alt+Q)
- G/L Account List or Card → GP-Style Inquiry action
What It Shows
- Account number, name, type, and income/balance classification
- Beginning balance, year-to-date activity, and current balance
- 12-period grid with debits, credits, net change, and running balance for the selected fiscal year
Key Interactions
- Change the Year field to view any historical or future fiscal year.
- Click any period amount to drilldown into the GL Inquiry Entries sub-page filtered to that period.
- From the entries list, navigate directly to the original posted document.
4.3 Vendor Inquiry
Page ID: 71776629
How to open:
- Search GS2 Vendor Inquiry (Alt+Q)
- Vendor List or Card → GP-Style Inquiry action
What It Shows
- Vendor summary: current balance, YTD purchases, last payment date and amount
- Aging buckets: Current, 31–60, 61–90, 91–120, and Over 120 days
- Open transactions list with document type, due date, days overdue, and remaining amount
- Payment history with applied-to document detail
Key Interactions
- Click any aging bucket amount to see the underlying vendor ledger entries.
- Use the Open Transactions sub-page to review what is outstanding.
- Use the Payment History sub-page to trace applied payments.
4.4 Customer Inquiry
Page ID: 71776632
How to open:
- Search GS2 Customer Inquiry (Alt+Q)
- Customer List or Card → GP-Style Inquiry action
What It Shows
- Customer summary: current balance, YTD sales, credit limit, last payment
- Aging buckets mirroring the standard GP aging view
- Open transactions (invoices, credit memos, finance charges)
- Payment history
Key Interactions
- Click any aging bucket to see the customer ledger entries behind it.
- Drill into any open transaction to view the posted sales document.
4.5 Item Inquiry
Page ID: 71776635
How to open:
- Search GS2 Item Inquiry (Alt+Q)
- Item List or Card → GP-Style Inquiry action
What It Shows
- Item summary: current quantity on hand, unit cost, unit price
- Quantity by location with bin-level detail
- Transaction history with posting date, entry type, quantity, and cost
Key Interactions
- Switch location using the Location filter to see site-specific quantities.
- Click any transaction entry to navigate to the source document.
4.6 Bank Account Inquiry
Page ID: 71776638
How to open:
- Search GS2 Bank Account Inquiry (Alt+Q)
- Bank Account List or Card → GP-Style Inquiry action
What It Shows
- Bank account balance and last reconciled date
- Reconciliation status by period
- Bank ledger entries with cleared/uncleared indicators
Key Interactions
- Use the Reconciliation Status view to quickly identify periods that have not been closed.
- Drill into any entry to view the original bank transaction.
4.7 Fixed Asset Inquiry
Page ID: 71776641
How to open:
- Search GS2 Fixed Asset Inquiry (Alt+Q)
- Fixed Asset List or Card → GP-Style Inquiry action
What It Shows
- Asset summary: acquisition cost, accumulated depreciation, net book value
- Depreciation schedule by period
- FA ledger entries by transaction type
Key Interactions
- Select a Depreciation Book to compare values across depreciation methods.
- Click any period in the depreciation schedule to see the underlying FA ledger entries.
5. Navigating Inquiry Screens
All inquiry screens follow a consistent layout:
| Area | Description |
|---|---|
| Header / Filter area | Select the master record (account, vendor, customer, etc.) and the fiscal year or date range |
| Summary FastTab | Key totals at a glance — balances, YTD figures, aging amounts |
| Detail sub-page | Period grid, open transactions, or entry list; always drillable |
| Action bar | Export to Excel, print, navigate to related records |
Common Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Alt+Q | Open Tell Me / Search |
| F5 | Refresh the current page |
| Ctrl+E | Export to Excel |
| Alt+N | Next record (where supported) |
| Alt+P | Previous record (where supported) |
| Esc | Close sub-page / return to parent |
6. Troubleshooting
The GP-Style Inquiry action does not appear on the Vendor / Customer / GL Account page
Ensure the extension is installed and that the user's browser cache is cleared. Try pressing Ctrl+Shift+R to force a full reload.
I receive a permission error when opening an inquiry screen
Assign one of the GS2 INQUIRY permission sets to the user (see Permissions above). The user must also have standard Business Central read permissions on the relevant master tables and ledger entries.
Period balances are missing or show zero
Verify that accounting periods are defined for the fiscal year you are querying. Search for Accounting Periods in Business Central and confirm the periods exist.
The inquiry screen opens but shows no data
Confirm you have selected a valid record in the header filter area. If the record picker is blank, click the lookup (or press F4) and select an account, vendor, customer, or other master record.
Data does not match what I see in standard BC pages
All inquiry screens read directly from the same Business Central ledger tables; there is no separate data store. If you see a discrepancy, verify that any open batches or journals have been posted.
7. Support
| Resource | Link |
|---|---|
| Privacy Statement | https://www.g2systemsgroup.com/privacy |
| End User License Agreement | https://www.g2systemsgroup.com/eula |
| Online Help | https://www.g2systemsgroup.com/gp-style-inquiry-screens/help |
| Publisher Website | https://www.g2systemsgroup.com |
To report a bug or request a feature, contact G2 Systems Group through the publisher website above.