Business Benefits

In monitoring your Clients' activity, you may wish to determine whether any of them have been missed in the invoicing based on a minimum billing expectation that you defined. This program produces a report showing any Clients who have fallen below the minimum Billing level.

Note: For related documentation and workflows, see OR - Order Analysis and Adjustments.

Usage

Use this job to scan this month's Revenue Accumulator file, to determine/print which Clients have Revenue less than the allowed minimum.

Preconditions

Make sure that all the Invoicing is complete for the month, before running this program.

Subsequent Actions

Based on the information from the report, you may choose to follow up with those Clients on the list, to determine the reason for their inactivity.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.