Search Deferred Revenue Recognition

The Search Deferred Revenue Recognition zone allows you to search for a deferred revenue recognition using various search criteria. It contains the following two sections:

• Search Criteria - This 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 deferred revenue recognition using the deferred revenue recognition, person, account, or policy details. The valid values are: Account Details Person Details Deferred Revenue Recognition Details Financial Transaction Details Policy Details Note: By default, the Account Details option is selected.	Yes
  Person ID	Used to search deferred revenue recognition which are assigned to a particular person. Note: This field appears when you select the Person Details option from the Search By list.	No
  Account ID	Used to search the account ID. Note: This field appears only when you select the Account Details option from the Search By list.	No
  Person Identifier Type	Used to select the identifier type based on which you want to search deferred revenue recognition through which the person's record is created or updated in the system.	Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to specify the value for the person identifier type.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to specify the person identifier.
  Account Identifier Type	Used to specify the account identifier type of the account whose details you want to search. Note: This field appears when you select the Account Details option from the Search By list.	Yes (Conditional) Note: If you specify 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. Note: This field appears when you select the Account Details option from the Search By list.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to specify the account identifier.
  Contract ID	Used to specify the contract ID linked to the account. Note: This field appears when you select the Account Details option from the Search By list.	No
  Person Hierarchy	Used to indicate whether to display hierarchy of the person linked to a particular bill. Note: This field appears when you select the Person Details option from the Search By list.	No
  Status	Used to search deferred revenue recognition with a particular status. The valid values are: Active Closed Canceled Draft Note: This field appears when you select the Person Details, Account Details, or Deferred Revenue Recognition Details option from the Search By list.	No
  Deferred Revenue Recognition Template	Used to indicate the template used for deferred revenue recognition. Note: This field appears when you select the Person Details, Account Details, or Deferred Revenue Recognition Details option from the Search By list.	No
  Valid Until Date	Used to specify the date till which the deferred revenue recognition is valid. Note: This field appears when you select the Person Details or Account Details option from the Search By list.	No
  Deferred Revenue Recognition ID	Used to search a particular deferred revenue recognition Note: This field appears when you select the Deferred Revenue Recognition Details option from the Search By list.	No
  Description	Used to specify the description of the deferred revenue recognition. Note: This field appears when you select the Deferred Revenue Recognition Details option from the Search By list.	No
  Recognition Schedule	Used to search deferred revenue recognition with a particular schedule. The valid values are: Daily Monthly Weekly Note: This field appears when you select the Deferred Revenue Recognition Details option from the Search By list.	No
  Financial Transaction ID	Used to search deferred revenue recognition which are assigned to a particular financial transaction. Note: This field appears only when you select the Financial Transaction Details option from the Search By list.
  Policy Type	Used to indicate the type of policy. Note: This field appears when you select the Policy Details option from the Search By list.	Yes
  Policy Number	Used to indicate the policy number. Note: This field appears when you select the Policy Details option from the Search By list.	No
  Plan Number	Used to indicate the plan number of the policy. Note: This field appears when you select the Policy Details option from the Search By list.	No
  Source System	Used to indicate the name of the external system from where the policy originated. Note: This field appears when you select the Policy Details option from the Search By list.	No
  Start Date	Used to indicate the date from when the policy is effective. Note: This field appears when you select the Policy Details option from the Search By list.	No
  End Date	Used to indicate the date till when the policy is effective. Note: This field appears when you select the Policy Details option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a deferred revenue recognition.

• 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
  Deferred Revenue Recognition Information	Displays information about the deferred revenue recognition. Note: It has a link. On clicking the link, the Deferred Revenue Recognition screen appears where you can view the details of the respective deferred revenue recognition.
  Contract Information	Displays the basic information about the contract corresponding to the deferred revenue recognition. 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 Contract screen appears where you can view the details of the respective contract.
  Financial Transaction Information	Displays the basic information about the financial transaction corresponding to the deferred revenue recognition. Note: It has a link. On clicking the link, the Financial Transaction screen appears where you can view the details of the respective financial transaction.

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