Search Overdue Process

The Search Overdue Process zone allows you to search for overdue processes 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 overdue processes using person, account, bill or overdue process. The valid values are: Person Account Bill Overdue Process Note: By default, the Person option is selected.	No
  Person ID	Used to search for overdue processes which belong to a particular person. Note: This field appears when you select the Person option from the Search By list.	No
  Person Identifier Type	Used to search for overdue processes with a particular person identifier type. Note: This field appears when you select the Person option from the Search By list.	Yes (Conditional) Note: If you enter the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to search for overdue processes with a specific value of the person identifier type. Note: This field appears when you select the Person option from the Search By list.	Yes
  Account ID	Used to search for overdue processes created for a particular account. Note: This field appears when you select the Account option from the Search By list.	No
  Account Identifier Type	Used to search for overdue processes with a particular account identifier type. Note: This field appears when you select the Account option from the Search By list.	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 search for overdue processes with a particular account identifier. Note: This field appears when you select the Account option from the Search By list.	Yes
  Bill ID	Used to search for overdue processes with a particular bill. Note: This field appears when you select the Bill option from the Search By list.	No
  Alternate Bill ID	Used to search for overdue processes using an alternate bill ID. Note: This field appears when you select the Bill option from the Search By list.	No
  Characteristic Type / Value	Used to search for overdue processes with a particular characteristic type and its value. Note: This field appears when you select the Bill option from the Search By list.	No
  Overdue Process Template	Used to search for overdue processes with a particular overdue process template. Note: This field appears when you select the Overdue Process option from the Search By list.	No
  Start Date	Used to search for overdue processes with a particular start date. Note: This field appears when you select the Overdue Process option from the Search By list.	Yes
  End Date	Used to search overdue process with a particular end date. Note: This field appears when you select the Overdue Process option from the Search By list.	Yes
  Status	Used to search for overdue processes with a particular status. The valid values are: Active Inactive Note: This field appears when you select the Overdue Process option from the Search By list.	No
  On Hold	Used to search for overdue processes that are on hold. Note: This field appears when you select the Overdue Process option from the Search By list.	No
  Overdue Amount From	Used to search for overdue processes with a particular lower limit of the overdue amount. Note: This field appears when you select the Overdue Process option from the Search By list.	No
  To	Used to search for overdue processes with a particular higher limit of the overdue amount. Note: This field appears when you select the Overdue Process option from the Search By list.	No
  Characteristic Type / Value	Used to search for overdue processes with a particular characteristic type and value. Note: This field appears when you select the Overdue Process option from the Search By list.	No

• In addition to above search parameters, the screen consists of following fields in the Person Details or Account Details section:

  Column Name	Column Description
  Main Customer	Displays the name of the main customer to whom the account belongs. Note: This field appears when you select the Account option from the Search By list.
  Person Name	Displays the name of the person to whom the account belongs. Note: This field appears when you select the Person option from the Search By list.
  Person Identifier Type	Displays the person identifier type. Note: This field appears when you select the Person or Account option from the Search By list.
  Person Identifier	Displays the value of the person identifier type. Note: This field appears when you select the Person or Accountoption from the Search By list.
  Account Identifier Type	Displays the account identifier type. Note: This field appears when you select the Account option from the Search By list.
  Account Identifier	Displays the value of the account identifier type. Note: This field appears when you select the Account option from the Search By list.
  Overdue	Displays whether the person account(s)/bill(s) are overdue. The valid values are: Yes No Note: This field appears when you select the Person or Account option from the Search By list.
  Number of Active Overdue processes	Displays the number of overdue processes linked to the person's account that are in active status. Note: This field appears when you select the Person or Account option from the Search By list.
  Number of Hold(s) on Account(s)	Displays the number of hold requests on the particular account.
  Number of Overdue Bills	Displays the total number of bills that are overdue. Note: This field appears when you select the Person or Account option from the Search By list.
  Total Overdue Amount	Displays the total overdue amount for an account.
  Last Payment Date	Displays date of the last payment made by the person. Note: This field appears when you select the Person or Account option from the Search By list.
  Last Payment Amount	Displays the amount last paid by the person. Note: This field appears when you select the Person or Account option from the Search By list.
  Number Of Payment Arrangements	Displays the number of payment arrangements for the person's account. Note: This field appears when you select the Person or Account option from the Search By list.
  Total Number of Overdue Process on Hold	Displays the total number of overdue process that are on hold. Note: This field appears when you select the Person or Account option from the Search By list.
  Number of Promise To Pay	Displays the number of promise to pay belonging to the person. Note: This field appears when you select the Person or Account option from the Search By list.
  Number of Broken Promise To Pay	Displays the total number of promise to pay that are broken. Note: This field appears when you select the Person or Account option from the Search By list.

• 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
  Overdue Process	Display additional information about the overdue process. Note: It has a link. On clicking the link, the Overdue Process screen appears where you can view the details of the overdue process.
  Overdue Process Template	Displays the template that was used to create overdue process's events.
  Account Information	Display additional 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 with the details of the account.
  Person Information	Display additional 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 with the details of the person.
  Overdue Amount	Displays the overdue amount under that overdue process.
  On Hold	Displays whether the overdue process is on hold.
  Overdue Process Details	On clicking the View () icon, the Overdue Process Details screen appears where you can view details of the overdue process.

On clicking the Broadcast () icon corresponding to the overdue process, the Overdue Events zone appears with the details of the respective overdue process.

Related Topics