Button Name

Description

Add

Enables the addition of items to a screen section where the button is available. It takes you to a common selection screen or database list of selectable items. It can also insert an additional item.

Attach

Provides another way to attach documents that pertain to the customer account.

Attach & Exit

Provides a way to attach documents that pertain to the customer account and then exit the Attachment screen.

Attach & Next

Provides a way to attach a document that pertain to the customer account and continue to attach documents.

Back

Closes a screen without saving and returns to the previous screen.

Cancel

This button should only be used to represent an actual Cancellation business process. For example, a Consultant Agreement can be cancelled, the result of which is the setting of the Agreement status to Cancelled. This button should not be used to close a Screen without saving; that function is provided using the Back button.

Clear

Removes field entries to allow new information to be entered.

Create Billing Account

Validates required fields for account creation. Customer account status must be Preliminary, Active, or Suspended.

Delete

Enables the deletion of a Customer Account or the Billing Account.

Edit

Enables the ability to edit either the Customer Account or the Billing Account, depending on which account information screen it is selected on.

Enter (return)

Saves data entries.

Help

Displays the online help topics for the system.

Inactivate

Validates if any associated billing account has in-process applications, i.e., fees that have not been invoiced. The action is not performed if billing account status is Preliminary or Inactive, I.e., associated billing accounts bypassed if never activated or is currently inactive. Validates if billing account has in-process applications. Billing accounts are inactivated when the associated Customer Account is inactivated.

Notes

Displays the Notes screen.

Print

Provides screen print capability.

Reassign Billing Account

Validates customer account status for new customer accounts is Active or Suspended. Hidden if the billing account status is Preliminary, Inactive, or Pending.

Refine Search

Re-displays the Search Criteria page that provides entry fields supporting the searches filtering capabilities.

Reinstate

Not available if billing account status is not Suspended Pending Inactivation, or Inactive. Prompts for confirmation if billing account is to be reinstated, prompts for confirmation from account manager.

Save

Saves a function and continues the edit session.

Save & Exit

Saves and Closes the current screen and re-displays the screen from which the current screen was accessed.

Save & Next

Saves the current data and displays the fields for the next tab to the right.

Search

Initiates a Search.

Suspend

Hidden if billing account status is not Active; prompts for confirmation that billing account should be suspended.