Search Bill

The Search Bill zone allows you to search for a bill using various search criteria. It appears when the funding request is in the Draft status and the creation mode is set to Manual. 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 bill using the person, account, or bill details. The valid values are: Bill Details Account Details Person Details Note: By default, the Bill Details option is selected.	Yes
  Bill ID	Used to search a particular bill. Note: This field appears when the Bill Details option is selected from the Search By list. The Search () icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears.	No
  Bill Date From	Used to search bills which are created from a particular date onwards. Note: This field appears when the Bill Details option is selected from the Search By list. By default, the current date appears in this field.	Yes
  Alternate Bill ID	Used to search a particular bill. Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Date To	Used to search bills which are created till a particular date. Note: This field appears when the Bill Details option is selected from the Search By list. By default, the current date appears in this field.	Yes
  Bill Balance	Used to indicate whether you want to search bills with debit or credit balance. The valid values are: Credit Debit Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Due Date From	Used to search bills which are due from a particular date onwards. Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Division	Used to search bills of accounts which belong to a particular division. Note: You can only view those divisions to which you have access in the Division list. This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Due Date To	Used to search bills which are due till a particular date. Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Account ID	Used to search bills of a particular account. Note: This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when the Account Details option is selected from the Search By list.
  Person ID	Used to search bills which belong to a particular person. Note: This field appears when the Person Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when: The Person Details option is selected from the Search By list. The person name is not specified in the search criteria.
  Person Name	Used to search bills which are created for accounts of a particular person. Note: This field appears when the Person Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when: The Person Details option is selected from the Search By list. The person ID is not specified in the search criteria.
  Country	Used to search bills of persons who reside in a particular country. Note: This field appears when the Person Details option is selected from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a bill.

• 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
  Bill Information	Displays additional information about the bill. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill.
  Due Date	Displays the date when the bill is due for payment.
  Outstanding Amount	Displays the unpaid amount of the bill.
  Hold Amount	Displays the amount of the bill which is kept on hold through a hold request.
  Funding Amount	Displays the bill amount which can be used for the funding process. It is calculated in the following manner: Bill Type Funding Amount for the Bill Debit Bill Outstanding Bill Amount - Hold Amount (set on the bill in a hold request) - Offset Amount (set on the bill in an offset request) Credit Bill Outstanding Bill Amount - Hold Amount (set on the bill in a hold request) - Offset Amount (set on the bill in an offset request) - Garnishment Amount (set on the bill in a funding request)
  Person Name	Indicates the person to whom the bill belongs. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
  Bill ID	Displays the bill ID.
  Defer Auto Pay	Indicates whether the Defer Auto Pay option is selected on the customer class of the account for which the bill is created. The valid values are: N Y

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

  In addition, this section contains the following button:

  Button Name	Button Description
  Add	Used to add a bill to the funding request.

  A check box appears corresponding to each bill. On selecting the check box, you can add the bill to the funding request. You can also select multiple bills at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all bills listed in the respective page to the funding request.

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