Difference between revisions of "Bills Page"

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(Created page with "The Bills page allows access to details of individual invoices. right|750px|Frame|Invoice List ===Controls=== The bill control has two parts: the [[Ellserv...")
 
 
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__NOTOC__
 
The Bills page allows access to details of individual invoices.
 
The Bills page allows access to details of individual invoices.
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===Controls===
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====General-purpose Graph====
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A general-purpose chart is sited at the top of the bills page.
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{| class="wikitable" style="text-align: left; color: black; Width=300pt;"
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! Width="100pt"|'''Object type'''
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|
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:[[Graph|Chart]]
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|-
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!'''Purpose'''
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|
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:This charting control is configured to allow in-session access to date range, graph type and data values to allow flexible charting of any data relating to the invoices being inspected. 
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|}
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[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]
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[[File:Bill1.png|right|750px|Frame|Invoice List]]
 
[[File:Bill1.png|right|750px|Frame|Invoice List]]
  
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===Controls===
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−
The bill control has two parts: the [[Ellserve:Bills#invoice list|invoice list]] and the [[Ellserve:Bills#invoice details panel|invoice details panel]]  
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====Invoice List====
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====Bill Control====
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The bill control has two parts: the [[Bills Page#invoice list|invoice list]] and the [[Bills Page#invoice details panel|invoice details panel]]  
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 +
 
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=====Invoice List=====
  
 
{| class="wikitable" style="text-align: left; color: black; Width=300pt;"
 
{| class="wikitable" style="text-align: left; color: black; Width=300pt;"
 
! Width="100pt"|'''Object type'''
 
! Width="100pt"|'''Object type'''
 
|
 
|
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:Invoice list
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:[[Invoice Browser|Invoice list]]
 
|-
 
|-
 
!'''Purpose'''
 
!'''Purpose'''
 
|
 
|
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:To provide fast access to any invoice in Ellserve).
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:To provide fast access to any invoice in Ellserve.
 
|}
 
|}
 
{| class="wikitable" style="text-align: left; color: black; Width=300pt;"
 
{| class="wikitable" style="text-align: left; color: black; Width=300pt;"
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:Invoices status
 
:Invoices status
 
|}
 
|}
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<Span id="BillListFeatures"></Span>
 
{| class="wikitable" style="text-align: left; color: black; Width="800pt";"
 
{| class="wikitable" style="text-align: left; color: black; Width="800pt";"
 
! Width="250pt"|'''Feature'''
 
! Width="250pt"|'''Feature'''
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:'''Date range selector'''
 
:'''Date range selector'''
 
|
 
|
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:  Only invoices an invoice date with the selected range are displayed.
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:  Only invoices dated within the selected range are displayed.
 
|-
 
|-
 
|
 
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:'''Off-Screen Entry Selector'''
 
:'''Off-Screen Entry Selector'''
 
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:  A set of numbered buttons, each representing a sub-page containing the selected number of currently off-screen invoices.
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:  A series of numbered buttons to access sub-pages of off-screen invoices.
 
|-
 
|-
 
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:'''Invoice Search'''
 
:'''Invoice Search'''
 
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:  Allows the current set of invoice entries to be filtered by a search string.  Search takes place across all fields in the invoice line and is applied with each character is typed.  
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:  Allows the current set of invoice entries to be filtered by a search string.  Search takes place across all fields in the invoice line and is applied as each character is typed.  
 
|-
 
|-
 
|
 
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:'''Invoice Selection'''
 
:'''Invoice Selection'''
 
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:  Clicking anywhere in a row in the invoice list (which will be highlighted as the mouse moves over it) will cause the individual invoice to be displayed din the invoice details panel.  
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:  Clicking anywhere in a row in the invoice list (which will be highlighted as the mouse moves over it) will cause the individual invoice to be displayed in the invoice details panel.  
 
|}
 
|}
−
[[The Data Section|Parent]] - [[Ellserve:Standard Template|Home]]
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[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]
  
 
[[File:Bill2.png|right|750px|Frame|Invoice Details Panel]]
 
[[File:Bill2.png|right|750px|Frame|Invoice Details Panel]]
  
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====Invoice Details Panel====
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=====Invoice Details Panel=====
  
 
{| class="wikitable" style="text-align: left; color: black; Width = 400pt;"
 
{| class="wikitable" style="text-align: left; color: black; Width = 400pt;"
 
! Width="100pt"|'''Object type'''
 
! Width="100pt"|'''Object type'''
 
|
 
|
−
:Invoices list
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:[[Invoice Browser|Invoice list]]
 
|-
 
|-
 
!'''Purpose'''
 
!'''Purpose'''
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:* Tariff charge
 
:* Tariff charge
 
|}
 
|}
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[[Ellserve:The Data Section|Back]] - [[Ellserve:Standard Template|Home]]
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[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]
 
----
 
----
  
 
[[File:Conn4.png|right|750px|Frame|Connections Table (Left)]]
 
[[File:Conn4.png|right|750px|Frame|Connections Table (Left)]]
  
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====Notes Browser====
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===Notes Browser===
  
 
{| class="wikitable" style="text-align: left; color: black; Width = 400pt;"
 
{| class="wikitable" style="text-align: left; color: black; Width = 400pt;"
 
!Width="100pt"|'''Object type'''
 
!Width="100pt"|'''Object type'''
 
|
 
|
−
:Notes Browser
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:[[Notes|Notes Browser]]
 
|-
 
|-
 
!'''Purpose'''
 
!'''Purpose'''
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|}
 
|}
  
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[[Ellserve:The Data Section|Back]] - [[Ellserve:Standard Template|Home]]
+
[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Latest revision as of 09:32, 3 October 2013

The Bills page allows access to details of individual invoices.

Controls

General-purpose Graph

A general-purpose chart is sited at the top of the bills page.

Object type
Chart
Purpose
This charting control is configured to allow in-session access to date range, graph type and data values to allow flexible charting of any data relating to the invoices being inspected.

Parent - Standard Configuration - Home

Invoice List



Bill Control

The bill control has two parts: the invoice list and the invoice details panel


Invoice List
Object type
Invoice list
Purpose
To provide fast access to any invoice in Ellserve.
Defaults
Reporting interval
Last 2 months
Invoice status
Do not show retired invoices
Configurable in session
Invoices status

Feature Description
Date range selector
Only invoices dated within the selected range are displayed.
Off-Screen Entry Selector
A series of numbered buttons to access sub-pages of off-screen invoices.
Download invoices to csv file
Download all individual invoices lines, for the listed invoices to be downloaded to a text (csv) file.
Show/hide retired invoices
Toggles invoice list to include or exclude details of retired invoices.
Invoice Search
Allows the current set of invoice entries to be filtered by a search string. Search takes place across all fields in the invoice line and is applied as each character is typed.
Count of Entries
Shows a count of the individual invoices currently accessible (updated as searches are applied).
Sortable Columns
Columns with a pale grey double headed arrow on the right margin of the column header cell are sortable. A single click in the header cell sorts the invoices in ascending order by the contents of the column. A second click re-sorts in descending order. The list can only be sorted by one column at a time. Currently applied sorts are indicated with a single dark grey arrow head (down = descending order, up = ascending).
Invoice Selection
Clicking anywhere in a row in the invoice list (which will be highlighted as the mouse moves over it) will cause the individual invoice to be displayed in the invoice details panel.

Parent - Standard Configuration - Home

Invoice Details Panel
Invoice Details Panel
Object type
Invoice list
Purpose
To display individual invoice details.
Defaults
None
Configurable in session
None
Feature Description
Invoice header block
Description of accounts:
  • Account identifier (account name)
  • Billing address (description)
  • Invoice date
  • Invoice number (Retailer invoice ID)
  • Ellserve invoice ID
  • Retailer
Charge Summary
  • Total invoice charges
  • Prompt payment (where applicable)
ICP description
  • Site address
  • ICP (connection) ID
  • Consumption period (start/end date)
Meter readings
  • Meter ID
  • Previous reading
  • Latest (current) reading
  • Reading type
  • Multiplier
  • Units consumed
Individual Invoice Tariff lines
  • Tariff name
  • Tariff consumption
  • Tariff rate
  • Tariff charge

Parent - Standard Configuration - Home

Connections Table (Left)

Notes Browser

Object type
Notes Browser
Purpose
To allow viewing and editing of notes (e.g. meter notes) associated with an account or invoice.
Defaults
None
Configurable in session
None

Parent - Standard Configuration - Home

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