Search Auto Pay Instruction
The Search Auto Pay Instruction zone allows you to search for a rule based, manual, and default auto pay instruction using various search criteria. It contains the following two sections:
-
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 an auto pay instruction using the auto pay details. The valid value is: -
Auto Pay Details
Note: By default, the Auto Pay Details option is selected.Yes Auto Pay ID Used to search a particular auto pay instruction. No Account ID Used to search auto pay instructions of a particular account. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
No Auto Pay Route Type Used to search auto pay instructions which are routed through a particular auto pay route type. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Auto Pay Route Type Search window appears.
No Start Date Used to search auto pay instructions which are effective from a particular date onwards. No Auto Pay Source Code Used to search auto pay instructions where the automatic payment request is sent to a particular financial institution. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Auto Pay Source Search window appears.
No End Date Used to search auto pay instructions which are effective till a particular date. Note: If you do not specify the end date, the system sets the current date as the end date.No Rule Type Used to search rule based auto pay instructions which are created using a particular rule type. No Note: You must specify at least one search criterion while searching for an auto pay instruction. -
-
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 Account Information Indicates the account for which the auto pay instruction is created. 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 where you can view the details of the respective account.Priority Indicates the priority in which the auto pay instruction should be considered when multiple auto pay instructions are effective on the bill’s due date. Auto Pay Type Indicates the type of auto pay instruction. The valid values are: -
Default
-
Manual
-
Regular
Auto Pay ID Displays the auto pay ID. Note: It has a link. On clicking the link, the Auto Pay Instruction screen appears with the details of the respective auto pay instruction.Auto Pay Source Code Indicates the financial institution that receives the automatic payment request. Auto Pay Route Type Indicates when and how automatic payment request of the account is routed to a financial institution. Account Number Indicates the bank account number through which the automatic payment is made. Start Date Displays the date from when the auto pay instruction is effective. End Date Displays the date till when the auto pay instruction is effective. Maximum Withdrawal Amount Displays the maximum amount that can be automatically debited from the bank account. Rule Type Indicates the rule type using which the rule based auto pay instruction is created. In addition, this section contains the following buttons:
Button Name Button Description Edit Used to edit the details of the automatic payment option. Note: You cannot edit the following details in the automatic payment option when the auto pay ID is already stamped on any financial transaction:-
Auto Pay Type
-
Rule Type
-
Existing Rules and their Criteria
Delete Used to delete the auto pay instruction. Note: You can delete an auto pay instruction of an account when the auto pay ID is not yet stamped on any financial transaction.Duplicate Used to create a new auto pay instruction using an existing auto pay instruction. Note: If you want to edit, delete, or copy an auto pay instruction, you must select the check box corresponding to the auto pay instruction and then click the respective button. -
Related Topics
For more information on... | See... |
---|---|
How to search for an auto pay instruction | Searching for an Auto Pay Instruction |
How to view the details of an auto pay instruction | Viewing the Auto Pay Instruction Details |
How to edit an auto pay instruction | Editing an Auto Pay Instruction |
How to delete an auto pay instruction | Deleting an Auto Pay Instruction |
How to copy an auto pay instruction | Copying an Auto Pay Instruction |