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Current Cycle Fees by Revenue Type Report

Current Cycle Fees by Revenue Type Report

Current Cycle Fees by Revenue Type Report

1165
1558

Current Cycle Fees by Revenue Type Report

Report #:   1165

Module:    Accounting

Overview

Use the Current Cycle Fees by Revenue Type to view a summary of active cycle fees by revenue type.

To access this report, choose Current Cycle Fees by Revenue Type (report #1165) from the main menu of SBN.

The Current Cycle Fees by Revenue Type Report Screen

This screen contains two panels: use the upper panel to define the content of the report; use the lower panel to define the job output - how, when, and where you want to print the report.

Note: Because all reports have the same lower panel, these fields are described in detail in the reference document Report Parameters Pane.

Field Descriptions

The following table describes the fields used in the upper section of the Current Cycle Fees by Revenue Type Report.

Field

Description

Check Date

Select a date to limit the report to cycle fees with a Valid From date that occurred on or before this date.

O    This field defaults to today’s date.

 

Running and Viewing the Report

To run the report

   1.    In Current Cycle Fees by Revenue Type (report #1165), define the parameters for the report.

   2.    Choose Save to save the report to the Report Queue.

Note: For more information on using the Report Queue, see Report Queue.

   3.    In Report Queue (program #1558), choose Own to display the report list.

   4.    In the report list, locate the report.

   5.    Choose Own again to refresh the status of the report.

   6.    When the report displays an X in the Print Flag column, which indicates the report is ready, double-click it to open the report.

   7.    Choose Display Report.

‰    The Print Preview window opens.

Column Descriptions

The following table describes the columns used in the output of the report.

Column

Description

Revenue

Code that identifies the revenue type.

Description

Text description of the revenue type.

Count

Number of contracts associated with the selected revenue type that have cycle fees with a Valid From date that occurred on or before the specified date.

Fee

Total monthly cycle fees for the selected revenue type.

Grand Total

Displays totals of all contracts for the displayed revenue types and totals for all monthly cycle fees that match the report parameters.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Open fields for recurring/template reports

alt+f1

Open fields for recurring/template reports.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Modifications and Updates to Current Cycle Fees by Revenue Type Report

The following table lists modifications and updates to the Current Cycle Fees by Revenue Type Report document.

Mod Number

Date

Description

n/a

8/1/14

Images updated.



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