Adding a Debit or Credit Bill to a Funding Request

In a funding request, you can only add the debit or credit bills of the accounts for which the Defer Auto Pay option is selected on the respective customer class.

Procedure

To add a debit or credit bill to a funding request:

  1. Search for the funding request in the Funding Request screen.
  2. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request whose details you want to edit.
    The Funding Request screen appears.
  3. Ensure that the Main tab is selected.
  4. Enter the search criteria in the Search Bill zone.
    Note:

    The Search Bill zone appears when the funding request is in the Draft status.

    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.

  5. Click Search.
    A list of bills that meet the search criteria appears in the Search Results section.
  6. Select the check box corresponding to a bill that you want to add to the funding request.
  7. Click the Add button in the Search Bill zone.
    A message appears indicating that the bill is added to the funding request.
    Note: You can only add a debit or credit bill of an account for which the Defer Auto Pay option is selected on the respective customer class.
  8. Click OK.
    The bill is added to the funding request. The status of the bill record in the funding request is set to Pending.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
Funding Request screen Funding Request (Used for Viewing)
Search Bill zone Search Bill
How to create a funding request Creating a Funding Request