Regular customer account operations log

Regular customer account operations log
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Abstract

TfmClientPurseOperations

Regular customer account operation window

The Regular customer account operations log is used to manage credit and debit operations on regular customer accounts.

Location of the list: Transactions - Regular customer account operations.

You can also open the regular customer account operations list by using the Account operations command in the data grid context menu of the Regular customers directory.

Figure 5.3. Regular customer account operations list window

The list window contains a panel with filter parameters and a panel displaying the list of regular customer account operations that match the selected filter parameters.

List columns:

Name is name of the regular customer account operation.
Description is a brief description of the regular customer account operation.
Date is the date and time when the regular customer account operation is run.
Total is the amount of the operation.
If this value is positive, the amount is credited to the client account; if this value is negative, the amount is deducted from the account.
Regular customer is the regular customer whose account was used in the operation.
Regular customer group is the regular customer group containing the regular customer.
Account type is the client account type.
Employee means surname and initials of the employee who ran the regular customer account operation.
Authorisation operation is the name (number) of the authorisation operation performed when debiting or crediting the regular customer account.
External is an attribute showing that the operation on regular customer accounts was run by an external system.

Context menu commands:

Add (Ins) – adding new operation on regular customer accounts.
Edit (F2) – editing attributes of regular customer account operations.
Delete (Del) – deleting from the regular customer account operations list.
Authorisation operations – opening the window to view the Authorisation operations by Regular customer account operation log.
The command is only available if an authorisation operation was run for selected regular customer account operations.
Export – menu with the commands to export files into an external file or update package.
Clipboard – menu with the commands to operate the clipboard.
Print (Ctrl+P) – generates print layouts.
Summary functions – menu with the commands to manage summary functions of the data grid.
Additional functions – menu with the commands to operate the data grid.

To add information about new operations on regular customer accounts, please use the New regular customer account operation and New operations on regular customer accounts entry windows. To edit list item attributes, please use the Regular customer account operation and Regular customer account operations editor windows.

The permanent delete confirmation prompt is used when deleting regular customer account operations from the list.