Creating a Disaggregation Request for an Account

The Add Disaggregation Request screen appears. It contains the following field:

The Add Disaggregation Request For Account screen appears. It contains the following two sections:

• Search Criteria - Used to search for an account for whose billable charges you want to create a disaggregation request. It contains the following fields:

  Filed Name	Field Description	Mandatory (Yes or No)
  Request Type	Indicates the entity for which you want to create the disaggregation request. The valid value is: Account	Not applicable
  Division	Used to search accounts which belong to a particular division. Note: You can view only those divisions to which you have access in the Division list.	Yes
  Account ID	Used to search for a particular account. Note: The Search () icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for the account.	No
  Bill Cycle	Used to search accounts having a particular bill cycle.	No
  Account Identifier Type	Used to indicate the account identifier type based on which you want to search for an account.	Yes (Conditional) Note: If you specify the account identifier as a search criteria, you have to select the account identifier type.
  Account Identifier	Used to specify the value of the account identifier type using which you want to search for an account.	Yes (Conditional) Note: If you select the account identifier type as a search criteria, you have to specify the account identifier.
  Invoice Currency	Used to search accounts whose billable charges are defined using a particular invoice currency.	No
  Assigned Price List	Used when you want to search for an account to which a particular price list is assigned. Note: The Search () icon appears corresponding to the Assigned Price List field. On clicking the Search icon, the Price List Search window appears where you can search for the price list.	Yes (Conditional) Note: If you specify the price list assignment start date or the price list assignment end date as a search criteria, you have to specify the assigned price list.
  Price List Assignment Start Date	Used to search for an account based on an assigned price list which is effective from a particular date onwards.	Yes (Conditional) Note: If you specify the price list assignment end date or the assigned price list as a search criteria, you have to specify the price list assignment start date.
  Price List Assignment End Date	Used to search for an account based on an assigned price list which is effective till a particular date.	Yes (Conditional) Note: If you specify the price list assignment start date or the assigned price list as a search criteria, you have to specify the price list assignment end date.
  Price Assignment ID	Used to search for an account to which a particular price item pricing is assigned.	No
  Price Item	Used to search for accounts to which a particular price item is assigned. Note: The Search () icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears where you can search for the price item. On specifying the price item, the details of the price item appears corresponding to the Price Item field.	No
  Billable Charge ID	Used to search for an account for which a particular billable charge is created. Note: The Search () icon appears corresponding to the Billable Charge ID field. On clicking the Search icon, the Billable Charge Search window appears where you can search for the billable charge. On specifying the billable charge, the details of the billable charge appears corresponding to the Billable Charge ID field.	No

• 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 Identifier Type	Indicates the account identifier type using which the account is defined in the system.
  Account Identifier	Displays the value of the account identifier type.
  Division	Displays the division to which the account belongs.
  Person Identifier Type	Indicates the person identifier type using which the person is defined in the system. Note: The data appears in this column when you search for a person.
  Person Identifier	Displays the value of the person identifier type. Note: The data appears in this column when you search for a person.
  Person Name	Displays the name of the person to whom the account belongs.
  Assigned Price List	Displays the price list assigned to the account. Note: The data appears in this column when you search for an account based on an assigned price list.
  Price List Assignment Start Date	Displays the date from when the price list is assigned to the account. Note: The data appears in this column when you search for an account based on an assigned price list.
  Price List Assignment End Date	Displays the date till when the price list is assigned to the account. Note: The data appears in this column when you search for an account based on an assigned price list.
  Account Information	Displays the concatenated string of information about the account separated by a comma (,).
  Bill Cycle	Indicates the bill cycle defined for the account.

  Note:

  Pagination is used to display limited number of records in the Search Results section. By default, 20 records are displayed in the Search Results section. You can change the number of records displayed per page from the Page Limit list, if required.

  ThePage Limit list includes only those values which are defined in the PAGE_​NUMBER lookup field.

  You can use the navigation buttons, such as First (), Previous (), Next (), and Last () to navigate between pages. You can also select the page to which you want to navigate from the Go To list.

  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.