Payment / Tender Search
This page allows you to look for payments and/or tenders using a combination of search criteria. Open this page using
Description of Page
The top half of the page is where you enter the criteria used to search for payments and tenders.
Multiple search criteria may be specified. You can search for payments and tenders using a combination of search criteria. For example, if you enter both a Payment Account name of Brandon and a Payment Amount between 150 and 170; only those payments for customers named Brandon whose amount is between 150 and 170 will be displayed.
Try to be as specific as possible when entering search criteria. Why? Because entering open-ended search criteria may have a severe impact on response times. For example, if you know the payments you're looking for have a payment date sometime in January 2003 and the customer's name is Brazil,John, then enter both of these criteria. If you also know the payment amount is between 150 and 170, enter these values too.
The following table describes each of the different search methods.
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Search Method |
Description |
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Search for |
Use this field to define if you're searching for Payments, Tenders or both Payments and Tenders. The value entered in this field controls which of the remaining search methods are enabled. |
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Distribution Rule |
Use this field if you're searching for a tender or a payment and know the distribution rule and value used to created it. Note. This section appears only if you have configured your system to allow the payment event distribution rules method to be used. |
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Payment Account |
Use this field if you're searching for a payment and know the account ID or the name of any person linked to the account whose debt is relieved by the payment. - If you know the payment's account ID, first choose Account in the adjacent dropdown and then and enter the account's ID. You must enter all of the account ID. - If you know the name of any person linked to the account, first choose Person Name in the adjacent dropdown and then enter the person's name. You can enter all or part of the person's name (the more you enter, the faster the search will be). The name search is not case sensitive. A search method of Person Name defaults. If you leave the person name or ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Tender. |
|
Payment Amount |
Use this field if you're searching for a payment and know its amount. - If you know the exact amount, first choose Equal To in the adjacent dropdown and then enter the amount. - If you know the payment amount is between a given range of values, first choose Between and then enter the range of values. A search method of Between defaults. If you leave the amount(s) blank, the system ignores this search method. These fields are protected if you've selected a Search for of Tender. |
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Payor Account |
Use this field if you're searching for a tender and know the account ID or the name of any person linked to the tendering account. - If you know the tender's account ID, first choose Account in the adjacent dropdown and then and enter the account's ID. You must enter all of the account ID. - If you know the name of any person linked to the tendering account, first choose Person Name in the adjacent dropdown and then enter the person's name. You can enter all or part of the person's name (the more you enter, the faster the search will be). The name search is not case sensitive. A search method of Person Name defaults. If you leave the person name or ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
|
Tender Amount |
Use this field if you're searching for a tender and know its amount. - If you know the exact amount, first choose Equal To in the adjacent dropdown and then enter the amount. - If you know the tender amount is between a given range of values, first choose Between and then enter the range of values. A search method of Between defaults. If you leave the amount(s) blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
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Tender Source |
If you're searching for a tender and you know the source of the tender (e.g., the lockbox, cashier, etc.), enter the tender source code. A search method of Equal To defaults. If you leave the tender source blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
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MICR ID |
Use this field if you're searching for a tender and know its MICR (magnetic ink character recognition) ID. - If you know the entire MICR ID, first choose Equal To in the adjacent dropdown and then and enter the entire MICR ID. - If you know the first X characters of the MICR ID, first choose Like in the adjacent dropdown and then and enter the entire MICR ID. A search method of Like defaults. If you leave the MICR ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
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Payment Date |
Use this field if you're searching for a tender or a payment and know its date. - If you know the exact date, first choose Equal To in the adjacent dropdown and then enter the date. - If you know the date is between a given range of values, first choose Between and then enter the date range. A search method of Between defaults. If you leave the date(s) blank, the system ignores this search method. |
The system shows the total number of payments / tenders that satisfy your search results immediately below the grid.
The first group of payments / tenders is displayed in the grid at the bottom of the page. Different columns appear in the grid depending on the value of Search for.
- If you use a Search for of Payment, only payment-oriented columns appear in the grid.
- If you use a Search for of Tender, only tender-oriented columns appear in the grid.
- If you use a Search for of Payment and Tender, both payment-oriented and tender-oriented columns appear in the grid.
If you use the Payment and Tender search method, and the resultant tenders / payments are linked to payment events that have multiple payments or tenders, multiple rows may be displayed for the payment event's tenders and payments. For example, if a tender with multiple payments is selected, a separate row will be displayed for every payment that matches your payment search criteria. If you don't specify any payment search criteria, a row will be displayed for every payment linked to the tender.
Payment Date This contains the date of the payment event associated with the payment / tender. This column appears regardless of the value of Search for.
Payment Account Info This contains a concatenation of important information about the account whose debt was relieved by the payment. This column does not appear if you use a Search for of Tender .
Payment Amount This contains the amount of the payment. This column does not appear if you use a Search for of Tender.
Payment Status This contains the status of the payment. Refer to Payment Lifecycle for more information. This column does not appear if you use a Search for of Tender.
Payment ID This contains the unique identifier of the payment. This column does not appear if you use a Search for of Tender.
Payor Account Info This contains a concatenation of important information about the account who tendered the payment. This column does not appear if you use a Search for of Payment .
Tender Amount This contains the amount of the tender. This column does not appear if you use a Search for of Payment.
Tender Source This contains the source of the tender of the tender. This column does not appear if you use a Search for of Payment.
Tender Status This contains the status of the tender. Refer to Tender Lifecycle for more information. This column does not appear if you use a Search for of Payment.
Pay Tender ID This contains the unique identifier of the tender. This column does not appear if you use a Search for of Payment.
Pay Event ID This contains the unique identifier of the payment event.