| □ | Precisely tracking the addition and loss of Recurring Revenue is necessary to fully understand how new Recurring Revenue Accounts originate, and why existing Recurring Revenue Accounts leave. |
| • | When Recurring Revenue is Acquired, the Automatic Billing record for the Subscriber should be identified with the appropriate Acquired Revenue Attrition Types code being assigned to the Acquired field within the Auto Bill Form for that Subscriber. |
| • | If Recurring Revenue is Lost, the reason for the lost revenue should be identified with the appropriate Lost Revenue Attrition Types code being assigned to the Lost field within the Auto Bill Form for that Subscriber. |
| • | The Attrition Report will produce a detailed analysis of Acquired and Lost Accounts which occurred within a specified Date Range. |
| □ | The Attrition Types Form allows you to define any number of Descriptions representing Acquired Revenue and Lost Revenue categories. |
| • | From the Main Menu Select Maintenance and Choose Accounts Receivable then Click Attrition Types. |
Attrition Types Form
| • | This Attrition Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Attrition Types Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Attrition Types Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Attrition Types is accessible by Clicking the Table View tab at the bottom of the Attrition Types Form. |
| • | To display a specific Attrition Type record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Attrition Types Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are three columns of data in this Attrition Types Record Listing: |
| 1) | ID - The record ID assigned by the system when the entry is originally saved. |
| 2) | Description - The actual explanation for the addition of, or loss of an Account. |
| 3) | Type - 1 represents the Acquisition (addition), and 2 represents the Attrition (loss) of a Recurring Revenue Account. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Attrition Types will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Attrition Types which will be used to classify the Acquisition and/or Attrition of Recurring Revenues Accounts: |
| • | Click the  Icon to start the Attrition Type entry in the Record Editing section. |
| • | ID - This is the system assigned record number which is inserted automatically when the record is initially saved. |
| • | Description - Enter a brief Description for this entry. |
| ▪ | The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Attrition Type - Click the appropriate Attrition Type button. |
| ▪ | Acquired Revenue - (listed as Type '1)' - Click if this is a Description of how a (new) Recurring Revenue Account was Acquired. |
| ▪ | Lost Revenue- (listed as Type '2') - Click if this is a Description of how an existing Recurring Revenue Account was (canceled) Lost. |
| • | Click the  Icon to record this entry. |
| • | The system will assign an ID. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Attrition Types Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Attrition Types. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Attrition Types dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
