Search Hierarchy

The Search Hierarchy zone allows you to search for a person or an account with its billing/settlement hierarchy 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 account with person's billing or settlement hierarchy or account's billing or settlement hierarchy. The valid values are: Person-Billing Hierarchy Person-Settlement Hierarchy Account-Billing Hierarchy Account-Settlement Hierarchy	Yes
  Person ID	Used to search for accounts which belong to a particular person. Note: This field appears when you select the Person-Billing Hierarchy and Person-Settlement Hierarchy option from the Search By list. The Search () icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.	Yes
  As on Date	Used to search for billing information which is effective on the specified date.	No
  Person Name	Used to search for accounts which belong to a particular person. Note: This field appears when you select the Person-Billing Hierarchy and Person-Settlement Hierarchy option from the Search By list.	Yes
  View Option	Used to indicate whether you want to view invoice or usage account billing details. The valid values are: Invoice Account - Used when you want to view the usage accounts billed through an invoice account. Usage Account - Used when you want to view the invoice accounts through which a usage account is billed. Note: This field appears when you select the Account-Billing Hierarchy and Account-Settlement Hierarchy option from the Search By list.	No
  Account ID	Used to specify the invoice or usage account ID. Note: This field appears when you select the Account-Billing Hierarchy and Account-Settlement Hierarchy option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a person or an account.

• 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
  Invoice Account Information	Displays the information of the invoice account. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This field appears when you select the Person-Billing Hierarchy and Account-Billing Hierarchy (if View Option is selected as Settlement Account) option from the Search By list.
  Settlement Account Information	Displays the information of the settlement account. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This field appears when you select the Account-Billing Hierarchy and Account-Settlement Hierarchy option from the Search By list.
  Construct Information	Displays additional information about the construct. Note: It has a link. On clicking the link, the Construct screen appears where you can view the details of the respective construct.
  Effective Start Date	Displays the date from when the construct is effective.
  Effective End Date	Displays the date till when the construct is effective.

On clicking the Broadcast icon () corresponding to the account, Linked Accounts zone and Criteria zone appears with the details of the respective account.

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