Search Auto Pay Instruction

The Search Auto Pay Instruction zone allows you to search for a rule based, manual, and default auto pay instruction 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 an auto pay instruction using the auto pay details. The valid value is: Auto Pay Details Note: By default, the Auto Pay Details option is selected.	Yes
  Auto Pay ID	Used to search a particular auto pay instruction.	No
  Account ID	Used to search auto pay instructions of a particular account. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.	No
  Auto Pay Route Type	Used to search auto pay instructions which are routed through a particular auto pay route type. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Auto Pay Route Type Search window appears.	No
  Start Date	Used to search auto pay instructions which are effective from a particular date onwards.	No
  Auto Pay Source Code	Used to search auto pay instructions where the automatic payment request is sent to a particular financial institution. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Auto Pay Source Search window appears.	No
  End Date	Used to search auto pay instructions which are effective till a particular date. Note: If you do not specify the end date, the system sets the current date as the end date.	No
  Rule Type	Used to search rule based auto pay instructions which are created using a particular rule type.	No

  Note: You must specify at least one search criterion while searching for an auto pay instruction.

• 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 Information	Indicates the account for which the auto pay instruction is created. 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 where you can view the details of the respective account.
  Priority	Indicates the priority in which the auto pay instruction should be considered when multiple auto pay instructions are effective on the bill's due date.
  Auto Pay Type	Indicates the type of auto pay instruction. The valid values are: Default Manual Regular
  Auto Pay ID	Displays the auto pay ID. Note: It has a link. On clicking the link, the Auto Pay Instruction screen appears with the details of the respective auto pay instruction.
  Auto Pay Source Code	Indicates the financial institution that receives the automatic payment request.
  Auto Pay Route Type	Indicates when and how automatic payment request of the account is routed to a financial institution.
  Account Number	Indicates the bank account number through which the automatic payment is made.
  Start Date	Displays the date from when the auto pay instruction is effective.
  End Date	Displays the date till when the auto pay instruction is effective.
  Maximum Withdrawal Amount	Displays the maximum amount that can be automatically debited from the bank account.
  Rule Type	Indicates the rule type using which the rule based auto pay instruction is created.

  In addition, this section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the automatic payment option. Note: You cannot edit the following details in the automatic payment option when the auto pay ID is already stamped on any financial transaction: Auto Pay Type Rule Type Existing Rules and their Criteria
  Delete	Used to delete the auto pay instruction. Note: You can delete an auto pay instruction of an account when the auto pay ID is not yet stamped on any financial transaction.
  Duplicate	Used to create a new auto pay instruction using an existing auto pay instruction.

  Note: If you want to edit, delete, or copy an auto pay instruction, you must select the check box corresponding to the auto pay instruction and then click the respective button.

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