Search Accounts to Add

The Search Accounts to Add zone lists accounts defined within the division and person hierarchy to which the master account belongs. The list also includes those accounts that are already added to the master account. You can filter the accounts 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)
  Account ID	Used to specify the account ID.	No
  Account Identifier Type	Used to specify the account identifier type.	Yes (Conditional) Note: If you enter 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.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.
  Person Name	Used to specify the person whose accounts you want to search.	No
  Billing Cycle	Used to specify the billing cycle of the account.	No
  Customer Class	Used to specify the customer class of the account.	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 ID	Displays the account ID.
  Customer Name	Displays the name of the main customer.
  Account Identifier Type	Displays the account identifier type.
  Account Identifier	Displays the value of the account identifier type.
  Account Currency	Displays the invoice currency of the account.
  Division	Displays the division to which the account belongs.
  Customer Class	Displays the customer class of the account.
  Billing Cycle	Displays the billing cycle during which the account is billed.

  On clicking the Broadcast () icon corresponding to the account, the Add Member zone appears with the details of the respective account.

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