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This is a listing of all the tabs a User might encounter in the 'G/L Accounts' Catalog. To access the GLA Catalog, navigate to Main > Catalog > G/L Accounts (GLA).

Addresses

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The 'Addresses' tab is specific to the GLA Catalog . When an Address is associated to a GLA in this manner, the Billing Address will be set for the given GLA.

A User can either use the 'Add' button Image Removed to enter a new Address or use the 'Add Existing' button Image Removed to chose from a list of Addresses previously entered into PCR-360. After entering an Address and clicking the 'Save New' button Image Removed , the GLA will be billed to that Address.

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Activity/Remarks

Activity

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The 'Activity/Remarks' tab provides a list of all the Activity and Remarks associated with a given GLA

Viewing/Editing Activity

Double-Click or select the 'Edit Selected' button Image Removed to open one of the associated Service Desk entries.

By default, a Remark cannot be edited or deleted once it is added. This behavior can be altered with the Configuration Option: REMARKS_EDITABLE .

Adding Remarks

After clicking the Add button Image Removed , a data-entry form is displayed that provides the User with a free-form field used for entering Remarks. Click Save New Image Removed to add the Remark.

Viewing Remarks

Selecting the View Selected button Image Removed will open a read-only data-entry form that displays the text of the Remark.

Note: Remember, depending on the System Configuration, remarks may not be editable once added.

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Billing Summary

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The 'Billing Summary' tab is specific to the G/L_Accounts_(GLAs) Catalog. From this tab, the User can access the Bill for a given GLA.

1. Select the Bill to view from the Grid.
2. Click the 'View Bill' button. Image Removed
3. The Bill will open in a new tab will all the relevant data.

From the tab, the User can then View, Print, or save the Bill in a .pdf file format.

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User Defined Fields

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The 'User Defined Fields' tab will only be visible if there are User Defined Fields that are set on the User Defined Fields . Any User Defined Fields that are set will appear on this tab.

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