AR Detail Right-Mouse Click Function

Description

Reset Grid Layout

Resets the task data grid back to its original state.

Export To

Users can export the data within the grid to Excel or HTML.

Select Excel to send the top level of data to a Microsoft Excel spreadsheet.  This option allows a user to select, sort, save the data.

Select HTML to send data being viewed to a web browser window.  Using the HTML a user can open the document level data and have it included in the output.

See AR Credit & Collections Output for more information.

View/Email Invoice

Opens the Report Viewer displaying all invoices linked to orders displayed in the data grid. 

See AR Credit & Collections Output for more information.

Order Personnel

Opens the Order Personnel dialog listing all persons associated to the selected order.  See the Order Personnel section for more information.

Expand All

This function opens all records in the listing to be viewed at once.  This function is done manually by clicking on the () icon.

Collapse All

This function closes the view of all documents for all invoices.

Always Expand

This function set a flag instructing the application to always open the view of all documents for all invoices in the data grid.