Search Payment Agreement Request

The Search Payment Agreement Request zone allows you to search for a payment agreement request using various search criteria. This zone 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 payment agreement request using request or bill details. The valid values are: Request Details Bill Details Note: By default, the Request Details option is selected.	Yes
  Payment Agreement Request ID	Used to search a particular payment agreement request. Note: This field appears when you select the Request Details option from the Search By list.	No
  Created From	Used to search payment agreement requests which are created from a particular date onwards. Note: This field appears when you select the Request Details option from the Search By list.	No
  To	Used to search payment agreement requests which are created till a particular date. Note: This field appears when you select the Request Details option from the Search By list.	No
  Payment Agreement Request Type	Used to search payment agreement requests which are created using a particular payment agreement request type. Note: This field appears when you select the Request Details option from the Search By list.	No
  Status	Used to search payment agreement requests with a particular status. The valid values are: Active Approval In Progress Broken Promise Draft Kept Promise Rejected Return to Submitter Note: This field appears when you select the Request Details option from the Search By list.	No
  Account ID	Used to search for unpaid bills of a particular account. Note: This field appears when you select the Request Details option from the Search By list. You can search for a account ID by clicking the Search () icon corresponding to the field.	No
  Person ID	Used to search the person ID based on which you want to search for bills of a person. Note: This field appears when you select the Request Details option from the Search By list. You can search for a person ID by clicking the Search () icon corresponding to the field.	No
  Bill ID	Used to search a particular bill. Note: This field appears when you select the Bill Details option from the Search By list. You can search for a bill by clicking the Search () icon corresponding to the field.	No
  Bill Date From	Used to search bills which are created from a particular date onwards. Note: This field appears when you select the Bill Details option from the Search By list.	No
  To	Used to search bills which are created till a particular date. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Alternate Bill ID	Used to search a particular bill using the alternate bill ID. Note: This field appears when you select the Bill Details option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a payment agreement 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 payment agreement request was created in the system.
  Payment Agreement Request Information	Displays information about the payment agreement request. Note: It has a link. On clicking the link, the Payment Agreement Request screen appears where you can view the details of the respective payment agreement request.
  Schedule Amount	Displays the amount that the customer has agreed to pay on the scheduled date.
  Status	Indicates the status of the payment agreement request. The valid values are: Active Approval In Progress Broken Promise Draft Kept Promise Rejected Return to Submitter
  Last Updated Date/Time	Displays the most recent updated date and time of the payment agreement request.
  Total Unpaid Amount	Displays the total unpaid amount for debit bills. Note: Total Unpaid Amount should be equal to total Schedule Amount.
  Person Information	Displays information about the person. 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.
  Account Information	Displays information about the account. 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 Account screen appears where you can view the details of the respective account.

  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.

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