Detailed Recurring Revenue Schedule

This Help File Page was last Modified on 05/09/2021

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Detailed Recurring Revenue Schedule

This Help File Page was last Modified on 05/09/2021

The Detailed Recurring Revenue Schedule report is presented as a fully functional data grid.

It provides a List in the form of a Grid of the previously defined Recurring Revenue rules which:

Includes Open Term (the default), or Fixed Term, or Both Recurring Revenue types

Supports a Selection based on whether their Status is Active, Ended or Both

May Exclude specifically identified Recurring Revenue Sales Category Codes.

Because it is a fully functional data grid, the selected Detailed Recurring Revenue Schedule data may be:

Printed as a report,

Exported as an Excel® style Spreadsheet and/or

Emailed as a attached PDF document.

 

There are two ways to access the Detailed Recurring Revenue Schedule dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports.

Then, Select the Detailed Recurring Revenue Schedule option.

 

HelpFilesDetailedRecurringRevenueSchedule

Detailed Recurring Revenue Schedule report Grid

 

Setting Up the Detailed Recurring Revenue Schedule dialog's data grid Options:

The Ribbon Menu provides these Options and Icons:

 

HelpFilesDetailedRecurringRevenueScheduleDataGrid

Detailed Recurring Revenue Schedule report Grid - with data

 

Ribbon Menu Options to determine what Detailed Recurring Revenue Schedule records will be listed:

Billing Terms - By default this will be Open.

Use the Drop-Down Selection List provided to select Open, Fixed, or Both.

Status - By default this will be Active.

Use the Drop-Down Selection List provided to select Active, Ended, or Both.

Sale Items to Exclude - By default this will be None selected

Use the Drop-Down Selection Check List provided to exclude the from the list those Detailed Recurring Revenue Schedule records which have been Checked.

 

Ribbon Menu Icons to load the selected data, and  filter, sort, print, and/or export the Detailed Recurring Revenue Schedule records

Retrieve Data - Once you have determined the Detailed Recurring Revenue Schedule that are to be listed, Click the Retrieve Icon

Print - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the Print Icon

Export - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the Export Icon

EMail - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the EMail Icon

 

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

 

HelpFilesDetailedRecurringRevenueScheduleReport-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.

 

Sorting the List - Setting the Order in which the Detailed Recurring Revenue Schedule dialog's data grid is Listed within the Detailed Recurring Revenue Schedule Grid:

The default sorted order of the Detailed Recurring Revenue Schedule dialog's is based on the Subscriber Id (Subscriber's ID Number) - which is ordered from lowest to highest (1 - 9).

Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.

 

Filtering the List - This Payment Methods List dialog's data grid may also be filtered, as needed to define/identify the data that is actually needed.

See the Grids & Lists and the Filter Builder Dialog chapters for more information  about formatting and printing (and exporting) the ePay Review dialog's data grid

 

Radial Menu Lookup options - Accessing the Subscriber Form for any listed Recurring Revenue line item.

 

HelpFilesDetailedRecurringRevenueScheduleDialog-LookUp

 

Right-Click on any Recurring Revenue record to display its Radial Right-Click Menu

Select the Go To Subscriber option to open and view the associated Subscriber Form