About
The Transaction History form shows the history of transaction changes for specific Line Items. Billing Engine users are able to view the transaction history of a Line Item from the Line Item List or the Line Item Form.
Disclaimer: The Transaction History form does NOT refer to or show the history of transactions relating to specific clients. To view a client's previous transactions, please see the View Transactions article. |
Record Status Meanings
| Record Status | Meaning | Definition |
| I | Insert | This is a record of the transaction being applied to the Line Item. |
| U | Update | This is a record of the transaction being updated. Note: Sometimes an updated record is generated upon the insert of the record. So, you may see an Insert record followed by an Update record. |
| D | Deleted | This is a record of the transaction being deleted. |
View Transaction History from the Line Item List
- Navigate to the Line Items List and enter the appropriate filters to populate the Line Item grid.
- Select the Line Item you want to view the Transaction History of.
- Click the Transaction History button.
- The Transaction History grid will open. You will be able to see the status of each transaction associated with the Line Item.
View Transaction History from the Line Item Form
- Navigate to the Line Items List and enter the appropriate filters to populate the Line Item grid.
- Select a Line Item from the grid.
- Click Ok to open the Line Item Form.
- Click the Transaction History button.
- The Transaction History grid will open. You will be able to see the status of each transaction associated with the Line Item.
Note: If the Transaction History button is inactive in the Line Item Form it means there are no active transactions associated with the Line Item. To view Transaction History for a line item with no active transaction associated please navigate to the Transaction History grid from the Line Item List. |