The Credit Balance Dashboard program provides RecTrac users with visibility into current and past credit balances within the application. This program also allows users to update restrictions on existing credit balances, view credit balance usage history, reprint credit balance receipts, and refund credit balances via their finance department.
To Use the Credit Balance Dashboard
- Use the Search Filters available to narrow down the results displayed in the Credit Balance Dashboard DataGrid.
- You may further filter the Credit Balance Dashboard DataGrid results using the in-line DataGrid column filters.
- The DataGrid will refresh automatically upon entry/reentry to this program. Additionally, the DataGrid will refresh when clicking the Filter Results button and when clicking the Refresh button on the DataGrid.
- Select one or more records in the DataGrid to take an action related to the specified credit balance.
Buttons on the screen…
Credit Restrictions - Launches the Bulk Credit Restrictions update program for the selected credits. This program allows users to update or remove the credit restrictions on existing credit balances.
Print Receipt - Prints the receipt from the original transaction where the selected credit balance was applied to the household.
Refund Finance - Launches the Bulk Refund Finance program for the selected credits. This program allows users to process Refund Finance transactions in bulk for all or part of the selected credit balances. This button is only available if the Payment Profile of the logged includes Refund Finance as an allowed refund option.
Usage History - Launches the Credit Balance Usage History inquiry screen. This program is used to identify when and how partially or fully used credit balances were used.
Note: This program looks for Credits only. It does not look at overall household balance, so a household with a debit balance in one module and a credit balance in another module will display each applicable credit balance in the DataGrid. The amounts displayed are for Credits only and do not reflect any Debit Balances currently owed by the household.
CreditBalanceDashboard_Tab1
Household Number (CreditBalanceDashboard_HouseholdNumber)
This field is applicable only if you need to Search for credit balances on a specific Household.
Enter a Household Number in this field
OR
Click the Picklist icon and Lookup and Select the Household for whom you want to view credit balances.
THEN
Select additional filters or click the Filter Results button.
When accessing the Credit Balance Dashboard from the RecTrac Household Inquiry program, the Household Number will be populated automatically.
DeleteBegin Credit Date (CreditBalanceDashboard_BeginDate)
Click the Calendar icon to select a Begin and End Credit Date Range
THEN
Select additional filters or click the Filter Results button. Valid credit balances created within the Date Range entered will display in the Household Credits DataGrid.
End Credit Date (CreditBalanceDashboard_EndDate)
Click the Calendar icon to select a Begin and End Credit Date Range
THEN
Select additional filters or click the Filter Results button. Valid credit balances created within the Date Range entered will display in the Household Credits DataGrid.
Include Fully Used Credits? (CreditBalanceDashboard_IncludeFullyUsed)
Select this option if you wish to view credits which have already been Fully Used
THEN
Select additional filters or click the Filter Resultsbutton. Fully used credits will not be included when using the Credit Restrictions or Refund Finance buttons within the dashboard.