The panel "Balance operations of objects" is available only for dealers and allows you to add operations on the balance of objects, for example, when the user pays a monthly fee for the object or when you want to manually remove the balance from the object for the services provided.
To open the "Balance operations of objects" panel, in the top panel, from the drop-down list, select "Balance operations of objects".
The table of operations for the balance of objects consists of the following columns:
In the "Filter and sort" panel, you can configure sorting and filtering of records.
By default, the table is sorted by the field "Id." in descending order. To sort by a particular field, in the "Sort by field" field, select the field you want to sort, in the "Sort order" field, select the sort order and click on the "Refresh" button. You can also filter on the fields "Object", "Unique identifier", "Operation kind", "Operation date", "Operation summ", "Operation destination" and "Status". To filter, enter the values for these fields and click the "Refresh" button. You can also adjust the number of lines per page in the "Number of rows per page" field.
To delete the selected records, click the "Delete selected records" button. To approve the selected records, click the "Approve selected records" button. To remove the approval from the selected records, click on the "Remove the approval of the selected records" button.
To create an operation for object balancing, click the "Add" button in the toolbar. The operation properties dialog box will open on the balance of the object.
The operation properties dialog box for the object balance consists of the following fields:
To create a balance operation for user objects, click on the button "Add operations on the balance of the user objects" in the toolbar. The dialog box for adding a balance operation to the user objects opens.
The dialog box for adding an operation for the balance by user objects consists of the following fields:
At the bottom, the table for selecting the objects of the selected user will be displayed. Select the objects by setting the flag in the first column of the table. To create the operations, click the "Save" button.