Search Funding Request

The Search Funding Request zone allows you to search for a funding 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 funding request using the funding request or bill details. The valid values are:
    • Request Details

    • Bill Details

    Note: By default, the Request Details option is selected.
    Yes
    Created From Used to search funding requests which are created from a particular date onwards.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Status Used to search funding requests with a particular status. The valid values are:
    • Approval In Progress

    • Deferred Processing

    • Draft

    • Processed

    • Rejected

    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Created To Used to search funding requests which are created till a particular date.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    User ID Used to search funding requests which are created by a particular user.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Funding Request Type Used to search funding requests which are created using a particular funding request type.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Person Name Used to search funding requests which includes bills of a particular person.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Funding Request ID Used to search a particular funding request.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Creation Mode Used to search funding requests which are created in a particular mode. The valid values are:
    • Automatic

    • Manual

    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Bill ID Used to search funding requests which include a particular bill.
    Note:

    This field appears when the Bill Details option is selected from the Search By list.

    The Search (The Search Icon) 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 funding requests which include bills that are created from a particular date onwards.
    Note: This field appears when the Bill Details option is selected from the Search By list.
    No
    Alternate Bill ID Used to search funding requests which include 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 funding requests which include bills that are created till a particular date.
    Note: This field appears when the Bill Details option is selected from the Search By list.
    No
    Division Used to search funding requests which includes bills of accounts which belong to a particular division.
    Note:

    This field appears when the Bill Details option is selected from the Search By list.

    You can only view those divisions to which you have access in the Division list.

    No
    Note: You must specify at least one search criterion while searching for a funding request.
  • 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
    Create Date Time Displays the date and time when the funding request is created.
    Funding Request Information Displays information about the funding request.
    Note: It has a link. On clicking the link, the Funding Request screen appears where you can view the details of the respective funding request.
    Status Indicates the status of the funding request. The valid values are:
    • Approval In Progress

    • Deferred Processing

    • Draft

    • Processed

    • Rejected

    Total Debit Amount Displays the total amount of the debit bills which are added in the funding request.
    Total Credit Amount Displays the total amount of the credit bills which are added in the funding request.
    Created By Indicates the user who has created the funding request.
    Creation Mode Indicates how the funding request is created. The valid values are:
    • Automatic

    • Manual

    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.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request