Search Disaggregation Request
The Search Disaggregation Request zone allows you to search for a disaggregation request using various search criteria. It contains the following two sections:
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Search Criteria - The Search Criteria section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Search By Used to indicate whether you want to search for a disaggregation request using the person, account, or accumulation group details. The valid values are: -
Person
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Account
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Accumulation Group
Note: By default, the Person option is selected.Yes Person ID Used to search disaggregation requests which are created for accounts of a particular person. Note: This field appears only when the Person option is selected from the Search By list.No Division Used to search disaggregation requests which are created for accounts belonging to a particular division. Note:You can only view those divisions to which you have access in the Division list.
This field appears only when the Person or Account option is selected from the Search By list.
Yes (Conditional) Note: This field is required while searching for a disaggregation request using the account details.Person Name Used to search disaggregation requests which are created for accounts belonging to persons with a particular name. Note: This field appears only when the Person option is selected from the Search By list.No Request Source Used to search disaggregation requests which are created using a particular process. The valid values are: -
AUTOMATIC
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BATCH
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MANUAL
No Person Identifier Type Used to indicate the person identifier type based on which you want to search disaggregation requests created for a person. Note: This field appears when the Person option is selected from the Search By list.Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.Person Identifier Used to specify the value for the person identifier type based on which you want to search disaggregation requests created for a person. Note: This field appears only when the Person option is selected from the Search By list.Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to specify the person identifier.Request Created From Used to search disaggregation requests which are created from a particular date onwards. Yes (Conditional) Note: This field is required while searching for a disaggregation request using the person or account details.Request Created Until Used to search disaggregation requests which are created till a particular date. Yes (Conditional) Note: This field is required while searching for a disaggregation request using the person or account details.From Processing Date Used to search disaggregation requests which are processed from a particular date onwards. No To Processing Date Used to search disaggregation requests which are processed till a particular date. No Request Type Used to search disaggregation requests with a particular request type. The valid values are: -
Account - Used to search disaggregation requests which are created for accounts.
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Billable Charge - Used to search disaggregation requests which are created for billable charges.
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Person - Used to search disaggregation requests which are created for all the accounts of a person.
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Price Assignment - Used to search disaggregation requests which are created for price assignments.
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Price Item - Used to search disaggregation requests which are created for price items.
Note: This field appears only when the Person or Account option is selected from the Search By list.No Request Status Used to search disaggregation requests which are in a particular status. The valid values are: -
COMPLETE
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PENDING
No Price Item Used to search disaggregation request for an account or for one or more accounts of a person and its child persons where a particular price item is assigned. Note: This field appears only when the Person or Account option is selected from the Search By list.No Billable Charge ID Used to search disaggregation request for an account for which a particular billable charge is created. Note: This field appears only when the Person or Account option is selected from the Search By list.No Price Assignment ID Used to search disaggregation request for an account with a particular price assignment. Note: This field appears only when the Person or Account option is selected from the Search By list.No Account ID Used to search disaggregation requests which are created for a particular account. Note: This field appears only when you select the Account option from the Search By list.No Account Identifier Type Used to indicate the account identifier type based on which you want to search disaggregation requests created for an account. Note: This field appears when you select the Account option from the Search By list.Yes (Conditional) Note: If you specify the account identifier as a search criteria, you have to select the account identifier type.Account Identifier Used to specify the value for the account identifier type based on which you want to search disaggregation requests created for an account. Note: This field appears only when you select the Account option from the Search By list.Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to specify the account identifier.Accumulation Type Used to indicate the accumulation type based on which you want to search disaggregation requests created for an accumulation group. Note: This field appears only when you select the Accumulation Group option from the Search By list.No Parent Accumulation Group ID Used to search disaggregation requests created for a particular parent accumulation group. Note: This field appears only when you select the Accumulation Group option from the Search By list.No -
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Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:
Column Name | Column Description |
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Request ID | Displays the disaggregation request ID. |
Request Creation Date | Displays the date when the disaggregation request is created. |
Status | Indicates the status of the disaggregation request. The valid
values are:
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Account ID | Indicates the account for which the disaggregation request is created. |
Person ID | Indicates the person for whom the disaggregation request is created. |
Person Information | Displays the concatenated string of information about the
person separated by a comma (,). In addition, a context menu appears
corresponding to this field which helps in navigating to other screens
in the application. Note: It has a link. On clicking the link, the Person screen appears with the details of the respective
person.
|
Account Information | Displays the concatenated string of information about the
account separated by a comma (,). In addition, a context menu appears
corresponding to this field which helps in navigating to other screens
in the application. Note:
It has a link. On clicking the link, the Account screen appears with the details of the respective account. This column appears only when you select the Account option from the Search By list. |
Processing Date | Displays the date when the disaggregation request is processed. |
Request Type | Displays the request type based on which the disaggregation
request is processed. The valid values are:
|
Price Item Information | Displays the concatenated string of information about the
price item for which the disaggregation request is created separated
by a comma (,). Note:
It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item. The information in this column appears only when the disaggregation request is created for a price item |
Pricing Information | Displays the pricing details using which the disaggregation
request is processed. Note: It has a link. On clicking the link, the Pricing screen appears where you can view the details
of the respective pricing.
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Billable Charge ID | Displays the charge id billable for the processed disaggregation
request. Note: It has a link. On clicking the link, the Billable Charge ID screen appears where you can view
the details of the respective billable charge.
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Delete | On clicking the Delete () icon, you can delete the disaggregation
request. Note: You can delete a disaggregation request only when it
is in the Pending status.
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Accumulation Information | Displays the accumulation information. Note: This column appears
only when you select the Accumulation Group option from the Search By list.
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Related Topics
For more information on... | See... |
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How to search for a disaggregation request | Searching for a Disaggregation Request |
How to delete a disaggregation request | Deleting a Disaggregation Request |