Searching for Accounts in Accounts Collection\

Prerequisites

To search for accounts in account collection, you should have:

  • Accounts defined in the application

Procedure

To search for accounts:

  1. Click the Menu link in the Actions/Navigation area.
    A list appears.
  2. From the Menu, select Financial Query and then click Account Collection Summary.
    The Account Collection Summary screen appears.
  3. Enter the search criteria in the Search zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  4. Click Search.
    A list of accounts that meet the provided search criteria appears.

Related Topics

For more information on... See...
Account Collection Summary Screen Account Collection Summary
Search zone Search