Current Year Credits by Type (iOS)

You can use the Current Year Credits by Type pod to display a chart (and tabular data) of total credits for your current incentive year by credit type.

Screen

Current Year Credits by Type Pod

All Fields

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

FieldDescription
Customer NameThe name of the customer.
Product NameThe name of the product.
Credit AmountThe amount of the credit.
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 Type pod.

Display the Graphical View

  • Tap the Screen Shot 2016-09-01 at 8.46.26 AM button (in the upper right of the pod) to expand the pod to fill the screen. Alternatively, double-tap the pod to expand it to fill the screen.

To display the graphical view when the pod is already expanded, tap the Screen Shot 2016-09-01 at 8.48.31 AMbutton.

Change the Unit Type

  • Tap the Screen Shot 2016-09-01 at 9.04.47 AM 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 Screen Shot 2016-09-01 at 8.48.59 AM button. The tabular view appears.

Current Year Credits by Type Tabular View

2. Tap a credit type in the table. The detail view appears.

Current Year Credits by Type Detail View

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

4. Tap the Screen Shot 2016-09-01 at 9.21.38 AM button to return to the tabular view.

Collapse/Close the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.35 AM button (in the upper right of the pod). Alternatively, double-tap the pod to close it and return to the dashboard.