Search Bill

The Search Bill zone allows you to search for bills in the Accounts Receivable Central screen using various search criteria. This zone 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 bills using bill details, using account details or using person details whose account is linked to a particular bill. The valid values are: Person Details Account Details Bill Details Note: By default, the Person Details option is selected.	Yes
  Person ID	Used to select the person ID based on which you want to search for bills of a person. Note: This field appears when you select the Person Details option from the Search By list. The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.	No
  Person Hierarchy	Used to indicate whether to display hierarchy of the person linked to a particular bill. Note: This field appears when you select the Person Details option from the Search By list.	No
  Person Identifier Type	Used to select the identifier type based on which you want to search for bills of a person. Note: This field appears when you select the Person Details option from the Search By list.	Yes (Conditional) Note: If you enter the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to specify the value of the person identifier type. Note: This field appears when you select the Person Details option from the Search By list.	Yes (Conditional) Note: If you enter the person identifier type as a search criteria, you have to select the person identifier.
  Bills on Hold	Used to indicate whether the bill is on hold. The valid values are: No Yes	No
  Bill Balance	Used to search bills with a particular balance amount. The valid values are: Equal to Zero Greater Than Zero Less Than Zero Not Equal to Zero	No
  Pending Bills	Used to indicate whether the bill is pending.	No
  Account ID	Used to search for bills of a particular account. Note: This field appears when you select the Account Details option from the Search By list.	No
  Account Identifier Type	Used to specify the account identifier type of the account whose bill you want to search. Note: This field appears when you select the Account Details option from the Search By list.	No
  Account Identifier	Used to select the account identifier based on which you want to search for bills of a particular account. Note: This field appears when you select the Account Details option from the Search By list.	No
  Bill ID	Used to search a particular bill. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Alternate Bill ID	Used to search a particular bill using the alternate bill ID. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Invoice Currency	Used to search for bills which are billed in a particular currency. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Bill Date From	Used to search bills which are created from a particular date onwards.	No
  To	Used to search bills which are created till a particular date.	No
  Bill Outstanding Amount From	Used to search bills with a particular minimum outstanding amount.
  To	Used to search bills with a particular maximum outstanding amount.

  Note: You must specify at least one search criterion while searching for a bill when you select the Person Details or Account Details option from the Search By list.

• 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
  Bill Information	Displays additional information about the bill. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Bill screen appears with the details of the respective bill.
  Original Bill Amount	Displays the bill amount when the bill was generated.
  Outstanding Amount	Displays the current bill balance amount.
  Bill Date	Used to specify the date on which the bill was generated.
  Hold Amount	Displays the amount from the bill that is on hold.
  Account Information	Displays additional information about the account. In addition, this column has a context menu which helps in navigating to other screens in the application. A tool tip appears when you hover over this column corresponding to the bill. It indicates the Current Balance, Excess Payment and Unapplied Payments and their values. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective bill.
  Person Information	Displays additional information about the person. In addition, this column has a context menu 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 bill.

  This zone contains following buttons:

  Button Name	Button Description
  Single Offset	Used to add the selected bill with same currency to an offset request.
  Mass Offset	Used to add the selected bills with same currency to an offset request.
  Cross Currency Offset	Used to add the selected bills with different currency to an offset request.
  Hold	Used to add the selected bill to hold request to be put on hold.
  Write Off	Used to add the selected bill to a write off request.
  Refund	Used to add the selected bill to a refund request.
  Dispute	Used to add the selected bill to a dispute request.

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