Summary types

Summary Type Record ID

Code

A unique code for the summary type.

Description

A description of the summary type.

Summary Type tab

Invoice Scheme

The invoice scheme to use to number summary invoices of this type.

Tip

To avoid confusion, use different invoice schemes for summary invoices and transaction invoices.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Customer Option

The customer to summarize transactions for. Your options are:

• Invoice Customer. Summarize transactions for each invoice customer.
• Payment Customer. Summarize transactions for each payment customer.
• None. Select this option when combined billing is needed across payment customers. This option is rarely used.

Date Option

The date criteria to use to select the transactions to include on a summary invoice. Your options are:

• Invoice Date. Transaction invoice dates must match the summary invoice date.
• End Date. Transaction invoice dates must be before or on the summary invoice date.
• None. There are no date restrictions.

Other Options

The marked checkboxes indicate the criteria to use to create separate summary invoices. Valid options are:

• Location
• Tax Entity
• Terms
• Salesperson
• PO #

Attribute Options

The attributes to create separate summary invoices for, if any. If you enter multiple attributes, separate them with commas.

Note

The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple attributes. If you use this method to enter attributes, ActivityHD automatically separates your selections by commas.

Press F2 to open a dialog box where you can add and remove selections for this field.

Press F3 to look up the item.

Custom Field Options

The custom fields to create separate summary invoices for, if any. If you enter multiple custom fields, separate them with commas.

Note

The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple custom fields. If you use this method to enter custom fields, ActivityHD automatically separates your selections by commas.

Press F2 to open a dialog box where you can add and remove selections for this field.

Press F3 to look up the item.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Summary Invoices tab

The Summary Invoices pane shows the Summary Invoices HD view filtered to show all summary invoices of the selected summary type.

Double-click a row in the pane to drill down to its record in the Summary Invoice window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Change Logs tab

This tab is visible if the user has "Change Logs" access to the associated data folder resource.

The Change Logs pane shows the Change Logs HD view filtered to show all change logs for the selected entity record.

Double-click a row in the pane to drill down to its record in the Change Log window.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Developer tab

This tab is visible only when developer features are enabled.

Automation subtab

This subtab shows field names and values for the current data record. Use the information in the subtab to assist when creating automation objects such as bots and import files. The field names and field values can be copied from the text box and pasted directly into your code or application. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Export (XML | JSON) subtab

This subtab shows the XML syntax for exporting the selected data record. The syntax can be copied from the text box as an exemplar for creating your own automation objects for bots, import files, ActivWebAPI, etc. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Import (XML | JSON) subtab

This subtab allows you to select a file for import and shows the XML syntax for importing data records. Use the subtab to explore the XML syntax for importing data records. In particular, you can investigate the syntax which results when using Data.Import and ActivWebAPI data POST and DELETE routes.

Change Log (XML | JSON) subtab

This subtab is visible only when the Enable Change Logs option is marked in System Options or Company Options (depending on whether the feature applies at the system or the company level). This is the default setting when developer features are enabled.

This subtab allows you to investigate changes to the current data record. The syntax can be copied for use in bots, dashboards, ActivWebAPI, and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Select Statement (SQL) subtab

This subtab allows you to investigate the SQL select statement used to retrieve the current data record. The syntax can be copied as an exemplar for data sources and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.