Refining Bill Search Criteria

This topic discusses how to refine bill search criteria.

Page Name

Definition Name

Usage

Bill Search Criteria Page

BILL_SEARCH_CRIT

Refine bill search criteria.

Bill Line Search Criteria Page

BILL_LSEARCH_CRIT

Refine bill-line search criteria.

Use the Bill Search Criteria page (BILL_SEARCH_CRIT) to refine bill search criteria.

Navigation:

Click the Header Selection Criteria button on the Bills Not Invoiced - Bill Search or Bills Invoiced - Bill Search page.

Field or Control

Description

Currency Option

Search by transaction or base currency. Use the Currency Value option to restrict the search to a particular currency, such as USD (U.S. dollars). If you leave this field blank, the results can include multiple currencies.

Ref (reference selection) Apply To, and Value

Sets the orientation for the search page. Click the Detail button to select a reference code that contains meaningful information in the search context. Reference enables you to qualify which values for the reference that you would like to include. For example, using the default reference Invoice (I), you can enter a search value of OE% in Ref Query Value (reference query value) to search for invoices that begin with the letters OE.

From the Bills Not Invoiced or the Bills Invoiced pages, use the Apply To field that is adjacent to Ref to specify the search at either the bill header or line level.

These references are available only at the header level:

  • Customer (U).

  • Invoice (I).

  • Consolidated Key (K).

  • Consolidated Invoice (N).

Note: If you select Contract in the Bill To field on the Bills Not Invoiced page, you cannot elect to search by contract number in the Ref field on the Bill Search Criteria page. Likewise, if you select Customer in the Bill To field on the Bills Not Invoiced page, you cannot elect to search by customer in the Ref field on the Bill Search Criteria page.

Bill Type, Source, and Status

Enter values to narrow the search to specific bill types or sources, or those bills with a specific status. When you access the Bill Search Criteria page from the Bills Not Invoiced - Bill Search page, bills with a status of invoiced or final are not available for selection; this page searches only for bills that have not been invoiced.

Date Operand, Date, Amt Operand (amount operand), and Amount

Enter values to search by an invoice date or amount. Use the Amt Operand field to further refine the search criteria. If you search by invoice amount, specify a corresponding currency code in the field that is adjacent to the Amount field.

Use the Bill Line Search Criteria page (BILL_LSEARCH_CRIT) to refine bill-line search criteria.

Navigation:

Click the Bill Line Search button on the Lines Not Invoiced - Bill Line Search or the Lines Invoiced - Bill Search page.

Field or Control

Description

Ref (reference)

Select a reference code that contains meaningful information in the search context to set the orientation for the search page. Selecting a reference enables you to qualify which values for the reference that you want to include. For example, using the default reference, Invoice (I), you can enter a search value of OE% to see only invoices that begin with the letters OE. For an invoice reference, the default column values are I (identifier), F (charge from), and N (net extended amount).

Date Sel (date select)

Various dates are tracked at the bill line level and may be useful in identifying billing activity. The system stores these dates at the line level:

  • Charge From Date (F).

  • Contract Date (N).

  • Order Date (O).

  • Charge To Date (T).

Use the amount operands field to further refine the search criteria.

Amt Sel (amount selected)

You can enter search criteria for bill lines by their dollar amounts. In the adjacent field, you can search by:

Gross Extended Amount (G): Without discounts or surcharges applied.

Net Extended Amount (N): With discounts or surcharges applied.

Use the amount operands field to further refine the search criteria, or enter an actual date or dollar amount in the open field for the comparison search.