This Help File Page was last Modified on 05/08/2021
❑Accurately tracking the acquisition (new) and loss (cancellation) of Recurring Revenue is necessary to fully understand how new Recurring Revenue Accounts originated, and why existing Recurring Revenue Accounts were canceled.
•When Recurring Revenue is Acquired, the Recurring Revenue record(s) for the Subscriber should be identified with the appropriate Acquired Revenue Attrition Types code being assigned to the Acquired field within the Auto Bill Form for that Subscriber.
Recurring Revenue record - Attrition Tracking section - Acquired field
•If Recurring Revenue is Lost, the reason for the lost revenue should be identified with the appropriate Lost Revenue Attrition Types code being assigned to the Lost field within the associated Recurring Revenue record for that Subscriber.
❑The Attrition Types Form allows is used to define any number of Descriptions representing Acquired Revenue and/or Lost Revenue categories.
•There are two ways to access the Attrition Types Form:
a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu or,
b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.
•Once the Maintenance Menu is displayed, Select Receivables and Choose Attrition Types.
Attrition Types Form
✓This Attrition Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.
•Navigation Menu - The Navigation Menu is located at the top of the Attrition Types Form.
✓This Navigation Menu provides the normal Record Movement Icons, plus the Add, Delete, Cancel, Save, Refresh, and List Icons.
❖See the Navigation Menu chapter for a complete discussion on how to use the Icons on the Navigation Menu
•Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Attrition Types Form.
Attrition Types - Record Editing View
•To define the Attrition Types which will be used to classify the Acquisition and/or Attrition of Recurring Revenues Accounts:
✓Click the Icon to start the Attrition Type entry in the Record Editing View.
✓ID - This is the system assigned record number which is inserted automatically when the record is initially saved.
✓Description - Enter a brief Description for this entry.
▪The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.
✓ Attrition Type - Click the appropriate Attrition Type button.
▪Acquired Revenue - If this is a Description of how a (new) Recurring Revenue Account was Acquired (which will then be listed as a Type '1' in the Grid), Click this button.
▪Lost Revenue - If this is a Description of how an existing Recurring Revenue Account was (canceled) Lost (which will then be listed as a Type '2' in the Grid), Click this button..
✓Click the Icon to record this entry.
✓The system will assign an ID.
List Icon - The Navigation Menu also has a List option which provides a tabular view of the records.
Attrition Types Form - List View
✓The columns of listed Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.
✓Find - Enter text to search for a specific record, then Click the Find option.
✓Clear - To remove the text to search for entry, Click the Clear option
Navigation Menu shown with the Icons for List, Export and Print
List Icon - Click the List Icon again to Close the List View and return to the Record Editing View.
Export Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.
Print - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.
❖See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.