Recurring History from the Customer Explorer

Included on the Customer Explorer is a tree menu option labeled Recurring History.  The Recurring History menu option lists the history of all recurring lines linked to a customer at the Site or System level.  A Recurring History tree menu option is also available at the Site and System level; each displays a list of the Recurring history for the particular site and system respectively.  

When new recurring lines are created, rates changed (either increased or decreased), canceled or deleted, an entry is made to the RMR History for the customer.

A Recurring History record may be opened for viewing.  The only fields that are editable are: Item Code, Effective Date, RMR Reason, and Comments.  User permissions are required to be able to edit a recurring history record.