Creating and Sending Wallet Balance Printout

Owned by p_demou (Deactivated)
Last updated: Jul 18, 2017 by Former user (Deleted)
2 min read

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Table of Contents

What is a Wallet Balance Printout?

A Wallet Balance Printout is available through the Wallet's data entry page and it provides the following information:

  • All the Wallet's Transactions posted within the current year except Wallet Transfers starting from the 1st of January
  • the Wallet's Allotments 
  • the Balance of the Wallet for the current year and the Balance which carried over from the previous year.

The Printout can be extracted and printed in one of the formats below, or can be sent to the customer via email as a PDF attachment:

  1. PDF
  2. HTML
  3. XLS
  4. CSV
  5. RTF

 WALLET BALANCE PRINTOUT

Validations & Restrictions

ActionValidations
CREATING
  • Security Network restrictions are applicable (i.e. only records that can be accessed by the logged in user are retrieved) as explained in Understanding Network Entity Types

Header Information of the Wallet Balance Printout

The following information can be found at the top of the Printout.

Name
Description
NameThe account owner's full name
Account NumberThe Accounts Receivable Number for which the Bill was issued
Estimated Consumption DateThe estimated date on which the Wallet's Balance will be consumed

Detailed Information of the Wallet Balance Printout

The following information is provided within the Printout. If the Printout has multiple records, the information will be available for every record separately.

Amount that can be Spent per Product/Product Type - APPLICABLE UP TO CRM.COM R9.0.0

Name
Description
Product

The product for which an amount was allotted

TypeThe product type for which an amount was allotted
Validity DateThe date from which the amount allotted can be consumed
Amount that can be spentThe amount allotted to the specific product or product type

Balance based on Conditions - AVAILABLE FROM CRM.COM R10.0.0

Name
Description
Balance

The amount of money which is reserved in order to be consumed based on a set of Conditions

Conditions

The group of Conditions based on which the Wallet's amount can be consumed. For each set of Conditions the following information is available:

  • Days: The days the amount can be consumed
  • Time: The time slots the amount can be consumed
  • Products: The Products on which the amount can be consumed
  • Units: The Units for which the amount can be consumed
  • In the case in which no Conditions exist, then nothing is displayed.
  • In the case where some of the Conditions are not specified then a label is shown: i.e. any hour

Wallet Transactions

Name
Description
NumberThe Wallet Transaction's number
TypeThe Wallet Transaction's type
Life Cycle State
AVAILABLE FROM CRM.COM R10.0.0 

The Wallet transaction's Life Cycle State

From DateThe date from which a Debit Wallet Transactions debits the Wallet. Available only for Debits.
To DateThe date until which a Debit Wallet Transactions debits the Wallet. Available only for Debits.
AmountThe Wallet Transaction's Amount
Extra Added AmountThe Wallet Transaction's Extra Added Amount

Summary Information of Wallet Balance Printout

The following information can be found at the bottom of the Printout

Name
Description
Balance Within <year>The Wallet Balance calculated based on Wallet Transactions posted within the current year
Balance Carried OverThe Wallet Balance calculated based on Wallet Transactions posted prior to the current year
Total BalanceThe total Wallet Balance

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