Recurring Summary
Invoices Recurring Summary Action Grid
Summary information for invoices that have been generated for recurring charges.
This preloaded action grid lists the basic header information of invoices that have been generated for recurring charges; i.e., storage charges that have been established for subsequent periods after the initial storage and handling.
Using standard Action Grid Functionality, the data may be sorted, filtered, and sub-totaled for various types of analysis. The results may be converted to a chart and/or output to external format (PDF, Excel, XML etc.).
Drill-Downs From Recurring Summary
Some of the data elements for Recurring Summary act as hyperlinks to further details about the record selected.
| Invoice # | Invokes the Recurring Details action grid which provides details about all the items contained in the selected invoice. |
| Form Name | Opens a PDF copy of the actual invoice that was generated/printed for the selected invoice number. See e-Docs for more information. |
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Exits the current level of a drill-down (if activated). The Back All (double arrow) and the Back (single arrow) buttons are activated (turn red) whenever the current action grid is the result of a drill-down invoked by hyperlinked data elements. If activated, you can use the Back button to exit one level of grid at a time. Use the Back All button to navigate out of all levels and return to the initial action grid. |
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