Search Disaggregation Request

The Search Disaggregation Request zone allows you to search for a disaggregation request 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 a disaggregation request using the person, account, or accumulation group details. The valid values are: Person Account Accumulation Group Note: By default, the Person option is selected.	Yes
  Person ID	Used to search disaggregation requests which are created for accounts of a particular person. Note: This field appears only when the Person option is selected from the Search By list.	No
  Division	Used to search disaggregation requests which are created for accounts belonging to a particular division. Note: You can only view those divisions to which you have access in the Division list. This field appears only when the Person or Account option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for a disaggregation request using the account details.
  Person Name	Used to search disaggregation requests which are created for accounts belonging to persons with a particular name. Note: This field appears only when the Person option is selected from the Search By list.	No
  Request Source	Used to search disaggregation requests which are created using a particular process. The valid values are: AUTOMATIC BATCH MANUAL	No
  Person Identifier Type	Used to indicate the person identifier type based on which you want to search disaggregation requests created for a person. Note: This field appears when the Person option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to specify the value for the person identifier type based on which you want to search disaggregation requests created for a person. Note: This field appears only when the Person option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to specify the person identifier.
  Request Created From	Used to search disaggregation requests which are created from a particular date onwards.	Yes (Conditional) Note: This field is required while searching for a disaggregation request using the person or account details.
  Request Created Until	Used to search disaggregation requests which are created till a particular date.	Yes (Conditional) Note: This field is required while searching for a disaggregation request using the person or account details.
  From Processing Date	Used to search disaggregation requests which are processed from a particular date onwards.	No
  To Processing Date	Used to search disaggregation requests which are processed till a particular date.	No
  Request Type	Used to search disaggregation requests with a particular request type. The valid values are: Account - Used to search disaggregation requests which are created for accounts. Billable Charge - Used to search disaggregation requests which are created for billable charges. Person - Used to search disaggregation requests which are created for all the accounts of a person. Price Assignment - Used to search disaggregation requests which are created for price assignments. Price Item - Used to search disaggregation requests which are created for price items. Note: This field appears only when the Person or Account option is selected from the Search By list.	No
  Request Status	Used to search disaggregation requests which are in a particular status. The valid values are: COMPLETE PENDING	No
  Price Item	Used to search disaggregation request for an account or for one or more accounts of a person and its child persons where a particular price item is assigned. Note: This field appears only when the Person or Account option is selected from the Search By list.	No
  Billable Charge ID	Used to search disaggregation request for an account for which a particular billable charge is created. Note: This field appears only when the Person or Account option is selected from the Search By list.	No
  Price Assignment ID	Used to search disaggregation request for an account with a particular price assignment. Note: This field appears only when the Person or Account option is selected from the Search By list.	No
  Account ID	Used to search disaggregation requests which are created for a particular account. Note: This field appears only when you select the Account option from the Search By list.	No
  Account Identifier Type	Used to indicate the account identifier type based on which you want to search disaggregation requests created for an account. Note: This field appears when you select the Account option from the Search By list.	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 for the account identifier type based on which you want to search disaggregation requests created for an account. Note: This field appears only when you select the Account option from the Search By list.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to specify the account identifier.
  Accumulation Type	Used to indicate the accumulation type based on which you want to search disaggregation requests created for an accumulation group. Note: This field appears only when you select the Accumulation Group option from the Search By list.	No
  Parent Accumulation Group ID	Used to search disaggregation requests created for a particular parent accumulation group. Note: This field appears only when you select the Accumulation Group option from the Search By list.	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
Request ID	Displays the disaggregation request ID.
Request Creation Date	Displays the date when the disaggregation request is created.
Status	Indicates the status of the disaggregation request. The valid values are: COMPLETE PENDING
Account ID	Indicates the account for which the disaggregation request is created.
Person ID	Indicates the person for whom the disaggregation request is created.
Person Information	Displays the concatenated string of information about the person separated by a comma (,). In addition, a context menu appears corresponding to this field 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 person.
Account Information	Displays the concatenated string of information about the account separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears with the details of the respective account. This column appears only when you select the Account option from the Search By list.
Processing Date	Displays the date when the disaggregation request is processed.
Request Type	Displays the request type based on which the disaggregation request is processed. The valid values are: Account - Indicates that the disaggregation request is created for an account. Billable Charge - Indicates that the disaggregation request is created for a billable charge. Person - Indicates that the disaggregation request is created for a all the accounts of a person. Price Assignment - Indicates that the disaggregation request is created for a price assignment. Price Item - Indicates that the disaggregation request is created for a price item.
Price Item Information	Displays the concatenated string of information about the price item for which the disaggregation request is created separated by a comma (,). Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item. The information in this column appears only when the disaggregation request is created for a price item
Pricing Information	Displays the pricing details using which the disaggregation request is processed. Note: It has a link. On clicking the link, the Pricing screen appears where you can view the details of the respective pricing.
Billable Charge ID	Displays the charge id billable for the processed disaggregation request. Note: It has a link. On clicking the link, the Billable Charge ID screen appears where you can view the details of the respective billable charge.
Delete	On clicking the Delete () icon, you can delete the disaggregation request. Note: You can delete a disaggregation request only when it is in the Pending status.
Accumulation Information	Displays the accumulation information. Note: This column appears only when you select the Accumulation Group option from the Search By list.

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