Fix Term Recurring Revenue

This Help File Page was last Modified on 11/27/2017

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Fix Term Recurring Revenue

This Help File Page was last Modified on 11/27/2017

The Fix Term Recurring Revenue dialog's data grid lists those Subscribers who have Fix Term Recurring Revenue record(s) defined - including those that are currently Inactive (or only still Active Fix Term Recurring Revenue records) - and shows the details of those Fix Term Recurring Revenue records - including any outstanding Balance - with this data presented as a Grid

To View, Print, and/or Export this list of Fix Term Recurring Revenue including the Outstanding Balance Data:

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

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

Select the Fix Term Recurring Revenue option

 

HelpFilesFixedTermRecurringRevenueGrid

 

Setting Up the Fix Term Recurring Revenue dialog's data grid Options:

Show active fix terms - Check this box to exclude any Fix Term Recurring Revenue record(s) which have been completely paid (or canceled)

 

Retrieve Data - Once the appropriate Date field is selected and the required Date Range specified, Click the Retrieve Data Icon to load that set of Fix Term Recurring Revenue records into the Fix Term Recurring Revenue data grid.

 

HelpFilesRetrieveDataIcon

 Retrieve Data

 

Go To Subscriber - Right-Click on any line item within the Grid to open the Radial Right-Click Menu to access the Go To Subscriber option which will open the associated Subscriber Form.

 

HelpFilesFixedTermRecurringRevenueReport-RadialMenu

Fixed Term Recurring Revenue data-grid - Radial Right-Click menu

 

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

 

HelpFilesFixedTermRecurringRevenueGrid-SelectColumnToDisplay

 

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.

 

Setting the Order in which the data in the grid is Listed within the Fix Term Recurring RevenueForm (Report):

The default sorted order of the Fix Term Recurring Revenue List is based on the Subscriber's Name - which is ordered from lowest to highest (1 - 9, a-z, then A - Z).

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

 

HelpFilesFixedTermRecurringRevenueGrid-SelectSortingOrder

 

To do so:

Click another column's Header Name (the mouse points to the sorting arrow within the End Date 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 (oldest to newest, 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 (oldest to newest, a-z or 1 - 9)

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

 

Using the Fix Term Recurring Revenue data grid:

Companies will use this Fix Term Recurring Revenue data grid for many different purposes such as:

Calculating how much revenue will be generated from these Fix Term Recurring Revenue records.

Confirming that all of the Fix Term Recurring Revenue has been properly entered

Printing a customized Fix Term Recurring Revenue Report

Exporting the customized set of Fix Term Recurring Revenue Data

This is a true data grid, and so it has all of a Grid's Sorting, Filtering, Column select and positioning - as well as Printing, and data Export capabilities - which makes this Fix Term Recurring Revenue Grid extremely powerful.

 

See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about sorting, filtering, formatting and printing (and exporting) the Fix Term Recurring Revenue data grid.

 

Printing the Fix Term Recurring Revenue dialog's data grid:

Print - Once you have:

a)Chosen which columns of data are to be included,

b)Set the order in which they are to be listed, related any columns (if appropriate),

c)Adjusted any column's width,

d)Then, you are ready to Print the resulting Fix Term Recurring Revenue Report.

 

Click the Print Icon at the top of the Form to display the Print Preview dialog.

 

HelpFilesFixedTermRecurringRevenueGrid-PrintPreview

 

The Print Preview dialog will be displayed exactly as the data grid was formatted.

It is easy to Close the Print Preview, make formatting adjustments (if needed), then Click the Print Icon again until you have the Fix Term Recurring Revenue Report displayed in the Print Preview dialog exactly as needed.

The example below illustrates how an Fix Term Recurring Revenue Report may ultimately be customized, formatted and printed (or exported as a PDF file).

 

Export - Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.

See the data grid chapter for more information.

 

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.

 

See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about formatting and printing (and exporting) the Fix Term Recurring Revenue Form's data grid