Current Year Credits by Period (Android)

You can use the Current Year Credits by Period pod to display a horizontal bar chart (and tabular data) of the current year credits (held and released) by period.

Screen

Current Year Credits by Period Pod

All Fields

The following table describes the information displayed in the Current Year Credits by Period pod:

ViewFieldDescription
TablePeriodThe calendar period.
Released AmountThe amount released.
Held AmountThe held amount.
DetailCustomer NameThe name of the customer.
Product NameThe name of the product.
Credit AmountThe credit amount.
GeographyThe geography of the order.
Order CodeThe order code.
Item CodeThe order item code.
Incentive DateThe date when the payment is be released.
Credit TypeThe type of credit.

How to…

This section describes how to use the Current Year Credits by Period pod.

Display the Graphical View

  • Tap the pod to expand the pod to fill the screen.
    To display the graphical view when the pod is already expanded, tap the   button.

Display Pop-up Details

  • Tap a bar in the chart to display a pop-up showing specific details.

Current Year Credits by Period Details Pop-up

Change the Unit Type

  • Tap the  button (in the upper right of the pod), and choose the appropriate unit type from the drop-down list. The display refreshes using the selected unit type.

Display the Tabular View

  1. Tap the  button. The tabular view appears.

Current Year Credits by Period Tabular View

2. Tap a period in the table. The detail view appears.

Current Year Credits by Period Detail View

3. Tap an item in the list to display specific details.

4. Tap the  button to return to the tabular view.

Collapse/Close the Pod

  • Tap the  button (in the upper left of the pod) to close the pod and return to the dashboard.