Search

The Search zone allows you to search for accounts and collections in the system. It contains the following sections:

  • Search Criteria

    - This section contains the following fields:
Field Name Field Description Mandatory (Yes or No)
Division Used to search for accounts which belong to a particular division. No
Person Identifier Type Used to search for accounts for which a particular person identifier type is defined. Yes (Conditional)
Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
Person Name Used to specify the name of the person whose accounts you want to search. Yes (Conditional)
Note: If you specify the person class as a search criteria, you have to specify the person name.
Customer Class Used to specify the customer class of the account. No
Collection Class Used to indicate the collection class to which the account belongs. Yes
Person Identifier Used to search for an account with a particular person identifier. Yes (Conditional)
Note: If you specify the person identifier type as a search criteria, you have to select the person identifier .
Account ID Used to specify the account ID. Yes

  • Search Results - This section contains the following columns:

Column Name Column Description
Division Used to search for accounts which belong to a particular division.
Account ID Used to specify the account ID.
Invoice Currency Used when you want to search accounts having a particular invoice currency.
Current Balance Displays the amount of money in the account.
Person Identifier Used to search for an account with a particular person identifier.
Person Name Used to specify the name of the person whose accounts you want to search.
Person Identifier Type Used to search for accounts for which a particular person identifier type is defined.
Person Name Used to specify the name of the person whose accounts you want to search.
Person ID Displays the person ID.
Customer Class Used to specify the customer class of the account.
Collection Class Used to indicate the collection class to which the account belongs.
Note: By default, the Search Results section does not appear. You have to click onSearch button, after entering the required criteria.
Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

Related Topics

For more information on... See...
Search zone Search
How to search for accounts in accounts collection Searching for Accounts in Accounts Collection\