Customer Explorer Customer Tree Options & Activities Recurring History
Customer Tree Options & Activities
When the Recurring History tree option is selected, a list of all Recurring Line activity for the customer will display in the Active Pane. This includes adding new recurring, rate increases, rate decreases, cancellations, accounting corrections and deletion of recurring lines that have never been cycled. There are no right-click options available for the Recurring History.
If a Recurring Line is deleted by a User, the Reason code will automatically log to the Recurring History as Delete(SS).
If a User makes a change to the Item Code on a Recurring Line, the Reason Code will automatically log to the Recurring History as Accounting Correction.
If an N/A is displayed in the System column, this indicates the Recurring Line was set up at the Site Level.
A Recurring History record may be opened for viewing by double-clicking on the Recurring History row in the Active Pane. User permissions are required for this option; if the User does not have the appropriate permissions, a Recurring History record may not be accessed.
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