Dealer Billing Review

This Help File Page was last Modified on 02/26/2022

<< Click to Display Table of Contents >>

Navigation:  Central Station Monitoring > Monitoring related Reports >

Dealer Billing Review

This Help File Page was last Modified on 02/26/2022

Dealer Billing Review report displays as a Grid which may be reconfigured, sorted, reconfigured, filtered.

The Dealer Billing Review will provide a detailed listing of each Invoice for created for Contract Monitoring Services using the Dealer Billing feature.

General Ledger related Transactional Posting information for a selected item may be viewed in the special Grid on the right side of this report.

 

To view the Dealer Billing Review Report dialog:

1.From the Backstage Menu System Select Reports and Choose Monitoring and Select the Dealer Billing Review option, or

2.From the Quick Access Menu, Select Reports and Choose Monitoring and Select the Dealer Billing Review option

 

Setting Up the Dealer Billing Review dialog's data grid Options:

 

HelpFilesMonitoringReports-DealerBillingReview

Dealer Billing Review - Lists Pending Dealer Billing charges

 

Start - By default, the Start Date will be one week prior to Today.

Use the Drop-Down Calendar provided to Choose a different Start Date.

End - By default, the End Date will be Today.

Use the Drop-Down Calendar provided to Choose a different End Date.

Dealer - By default, this Grid will be populated with Billing Data from All Dealers.

Use the Drop-Down Selection List provided to Choose (and therefore limit) the Billing Data to a specific Dealer.

Subscriber - By default, this Grid will be populated with Billing Data from All Subscribers.

Use the Drop-Down Selection List provided to Choose (and therefore limit) the Billing Data to a specific Subscriber.

Bill Date - By default, this Grid will be populated with all Billing Data regardless of the Billing Date.

Use the Drop-Down Calendar provided to Choose to Choose (and therefore limit) the Billing Data to s specific Billing Date.

Columns - Select which columns of data are to be displayed:

 

HelpFilesMonitoringReports-DealerBillingReview-AvailableColumns

Available Columns

 

Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.

Columns may be repositioned, when more appropriate for Viewing or Printing this data grid.

 

Columns may also be reordered when necessary:

To do so:

Click another column's Header Name (the mouse points to the sorting arrow within the Balance Header Name in the illustration above) to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).  

To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.

An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.

o~ indicates lowest to highest (a-z or 1 - 9)

o indicates highest to lowest (z-a or 9-1).

 

See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about filtering, formatting, printing and exporting the Dealer Billing Review's data grid

Retrieve Data - Click the HelpFilesNavigationMenuRefreshIcon to populate the Grid based on the selections made above.

 

HelpFilesMonitoringReports-DealerBillingReview-WithData

Dealer Billing Review - List of the selected Pending Dealer Billing charges

There are two Grids that will be populated:

1)Transaction Listing Grid which lists each Account and related Amount that was Invoiced for the cost of providing that Account with monitoring service

2)Transaction Detail of the selected Transaction which presents the General Ledger Transactions that were posted for the selected line item

 

Dealer Billing Radial Go to Menu

Right-Click on any Transaction Line Item to display the Radial Go to Menu.

Select the desired Go To Action required.

 

HelpFilesMonitoringReports-DealerBillingReview-RadialGoToMenu

Dealer Billing Review dialog - Radial Go To Menu

 

Go to Invoice - Display the Invoice Form for the selected line item

 

HelpFilesMonitoringReports-DealerBillingReview-InvoiceSample

Dealer Billing Invoice (sample) for the currently selected line item

 

Go To Dealer Subscriber - Display the Subscriber record representing the Dealer's Billing Address record

 

HelpFilesMonitoringReports-DealerBillingReview-DealerSubscriber

Dealer Subscriber record showing Dealer Billing Address for the currently selected line item

 

Go to Subscriber - Display the Subscriber record of the currently selected line item

 

HelpFilesMonitoringReports-DealerBillingReview-Subscriber

Subscriber record for the currently selected line item

 

Go To Dealer - Display the Dealer record for the currently selected line item

 

HelpFilesMonitoringReports-DealerBillingReview-DealerRecord

Dealer record for the currently selected line item

 

Print - Click the HelpFilesNavigatorMenu-StandardPrintIcon to Print the results based on the formatting and column selections made above.

 

Export -  Once the data has been formatted, filtered, sorted and configured as needed, a copy of this report data may also be Exported, if required.

 

EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.