View a Toll Account Summary

Security Note: You need the Allow the user to view the Toll Accounts screen security right in the Menu user group security rights group for this activity.

Activity Steps

  1. Open the Toll Accounts screen.
  2. Select the toll account category in the Toll Account Categories field group.
  3. Select the toll account in the Toll Accounts field group.
  4. Select the Summary tab.
  5. To limit the summary data by date range:
    1. Enter the Start Date and End Date in the Criteria field group.
    2. Click Refresh.
  6. The toll account summary displays with the following read-only fields:
    • Content—Analyte associated with the toll account.
    • Opening Balance—Opening balance of material in the toll account.
    • Total In—Total of all amounts added to the toll account.
    • Total Out—Total of all amounts of material removed from the toll account.
    • Adjustments—Adjustments made to the quantity of material in the toll account due to a survey being performed.
    • Closing Balance—Closing balance of material in the toll account.