Customer Asset Readings

This screen enables you to create and maintain Asset Readings. Each Detail record reflects the value of the latest reading and is used a basis when creating a Usage Billing Invoice via the Batch Invoicing screen (Sales>Batch Invoicing). The generated Invoice number is then added to the Reading record.

List Panel

Display fields

Asset Name: Display only field showing the Asset Name taken from the Customer Asset master file.

Asset Number: Display only field showing the Asset Number as held against the Customer Asset record.

Status: Display only field showing the status of the Asset as held against the Customer Asset record.

Description: Display only field showing the description of the Asset as held against the Customer Asset record.

Customer: Display only field showing Customer that owns the Asset.

Asset Type: Display only field showing the Type of Asset as held against the Customer Asset record.

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

•	To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order.

•	Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom) to enter detailed selection criteria.

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon

Buttons

Close: This will close the Customer Asset Reading screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will bring up the ‘Detail’ tab for entry of a new Customer Asset Reading.

Related: This will bring up a list of functions that are related to the Customer Asset Reading. You may open and maintain information in those screens whilst still remaining in the Customer Asset Reading screen.

Detail Tab

Entry and Display fields

Reading Name: From the drop-down list select the Reading Name. Reading Names for the Asset are maintained via the Related Menu in the Customer Asset screen

Reading Type: Display only field showing the Reading Type held against the Reading Name.

Reading Value: Enter the current Reading against this Readings Name.

Reading Date: This is prefilled with the system date. You can amend the date by either overtyping the date or selecting the date from the drop-down calendar.

Invoice Number: This field is system maintained. Whenever this reading has been used for Usage Billing then the generated Invoice Number will be displayed here.

Notes: You can enter unlimited amount of Notes that are related to this Reading. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record

Buttons

Close: This will close the Customer Asset Reading screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Customer Asset Reading.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current Customer Asset Reading from this table but only if it has NOT been billed.