View Transaction opens the Transaction Detail for Receipt [name/number] window displaying information about the Sales Request and its associated Order.
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The Transaction tab (main window) contains the following fields:
Transaction Information
Transaction Date is the date the Sales Request was created.
Transaction Type is the kind of transaction being displayed, such as Sales Request or Return Request.
Associate / SC is the sales person or group name or the sales code.
Status is the current status of the Sales Request.
Order Information
Order ID is CostGuard's unique identifier of the order associated with the sales request.
Order Type is the kind of order associated with the sales request, such as POS New Order.
Order State is the stage the order has reached in its execution plan, such as Stopped.
Order Status is the current status of the order, such as Submitted or Completed.
Customer Information
Account Number is the customer's CostGuard identifying number.
Customer Name is the first and last names of the primary customer contact.
Receipt Email
Receipt Email is the email address where this customer receives receipts.
View Network Receipt
Click to view the customer's saved receipt in a new window.
Print Receipt
Click to print a copy of the customer's saved receipt.
The Total/Tender tab contains the following fields:
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Sub Total
Sub Total is the amount to be tendered, excluding taxes.
Total Tax
Total Tax is the sum of all taxes and surcharges.
Total
Total is the sum of the Sub Total and Total Tax.
Estimated MRC
Estimated MRC is the approximate monthly recurring charge the customer can expect.
Tax Information
Tax is the name of the tax.
Tax Amount is the amount of tax paid by the customer.
If you check the Show Use Tax check box, taxes on Free and Discounted Equipment are also displayed. These taxes are not billed to the customer, but must be reported.
Tender Information
Tender Type is the kind of payment received from the customer, such as credit card or cash.
Tender Amount is the total payment received from the customer.
Note:
The View Network Receipt and Print Receipt buttons are also available from this tab.