Regular customer account balances operational report

Regular customer account balances operational report
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Abstract

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The Regular customer account balances operational report is used to display current account balances of the regular customers.

Location of the operational report window: Transactions - Regular customer account balances.

You can also open this window using the Account balances command from the data grid context menu in the Regular customers directory.

Figure 5.13. Regular customer account balances operational report window

The operational report window contains a panel with filter parameters and a table displaying the list of regular customers matching the selected filter parameters.

List columns:

Account type is the type of regular customer accounts.
Regular customer is a regular customer.
Total is the balance on a regular customer account.
Regular customer group is a group of regular customers containing the regular customer.

Context menu commands:

Account operations – opening a window to view the Regular customer account operations list.
Bills – opening a window to view the Bills by regular customer account document list.
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.