Search

The Search zone allows you to search for a transaction 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 transactions based on their current status. The valid values are: Uploaded - Used to search transactions which are uploaded in the system. Initial Price Item Determined - Used to search transactions for which a price item is determined. Ignored - Used to search transactions which are ignored in the system. Error - Used to search transactions with an error. Cancelled - Used to search for transactions which are cancelled. Completed - Used to search for transactions whose billable charge is completed. Invalid - Used to search for invalid transactions. Note: By default the Uploaded option is selected.	Yes (Conditional) Note: This field is required for searching transactions which are in a particular status.
  External Reference Number	Used to search a transaction with a particular external reference number.	No
  Division	Used to search transactions that belong to a particular division. Note: You can only view those divisions to which you have access in the Division list.	No
  Transaction Source	Used to search transactions received from a particular transaction source.	No
  Transaction Record Type	Used to search transactions with a particular record type.	No
  Account Identifier Type	Used to select the identifier type based on which you want to search transactions of an account.	Yes (Conditional) Note: If you enter the primary account identifier as a search criteria, you have to select the account identifier type.
  Primary Account Identifier	Used to search transactions which are performed for a particular account.	Yes (Conditional) Note: If you select the account identifier type as a search criteria, you have to enter the primary account identifier.
  Transaction Date	Used to search transactions which are performed on a particular date.	No
  Transaction Upload Date	Used to search transactions which are uploaded in the system on a particular date.	No
  Transaction Header ID	Used to search transactions which are uploaded through a particular transaction feed. Note: This field appears when you select the Uploaded, Ignored, Error, Cancelled, or Invalid options from the Search By field.	No
  Price Item	Used to search transactions which are mapped to a particular price item. Note: This field appears when you select the Initial Price Item Determined option from the Search By field.	No
  Billable Charge ID	Used to search transactions which are included in a particular billable charge. Note: This field appears when you select the Completed option from the Search By field.	No
  Disaggregated	Used to indicate whether you want to search transactions which are disaggregated. The valid values are: Yes No	No

  Note: You must specify at least one search criterion while searching for a transaction.

• 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
  Transaction ID	Displays the transaction ID. Note: It has a link. On clicking the link, the Transaction Detail View screen appears where you can view the details of the respective transaction.
  Transaction Source	Displays the transaction source from where the transaction is received.
  Transaction Record Type	Displays the record type of the transaction.
  Transaction Upload Date	Displays the date when the transaction is uploaded in the system. Note: This column appears when you select the Uploaded, Initial Price Item Determined, Ignored, Error, Cancelled, or Invalid options from the Search By list.
  Transaction Header ID	Indicates the transaction feed through which the transaction was uploaded in the system. Note: This column appears when you select the Uploaded, Ignored, Cancelled, or Invalid options from the Search By list.
  External Reference Number	Displays the external reference number of the transaction.
  Customer Reference Number	Displays the reference number of the customer for the particular transaction. Note: This column appears when you select the Error option from the Search By field.
  Disaggregation Status	Indicates whether the transaction was disaggregated or not. The valid values are: Yes No
  Manual Entry	Indicates whether the transaction is manually added in the system. The valid values are: Yes No Note: This column appears when you select the Uploaded or Cancelled options from the Search By list.
  Transaction Date	Displays the date when the transaction was performed.
  Transaction Amount	Displays the transaction amount.
  Transaction Volume	Displays the transaction volume.
  Division	Indicates the division to which the transaction belongs.
  Error Message	Displays the reason why the validation, price item determination, or billable charge creation process failed. Note: This column appears when you select the Error, or Invalid options from the Search By list.
  Account Information	Displays the concatenated string of information about the account for which the transaction is performed separated by a comma (,). The string includes the account identifier type and account identifier.
  Rule	Indicates the rule which was met while determining initial price item for the transaction. Note: It has a link. On clicking the link, the Rule screen appears where you can view the details of the respective rule. This column appears when you select the Initial Price Item Determined, Ignored, Error, or Completed options from the Search By list.
  Transaction Information	Displays additional information about the transaction. Note: It has a link. On clicking the link, the Transaction Detail View screen appears where you can view the details of the respective transaction.

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

On clicking the Broadcast () icon corresponding to a transaction in the Search Results section, the Transaction Legs or the Transaction Error Messages zone appears based on the status of the transaction.

Note: The Broadcast () icon does not appear for transactions which are in the Cancelled status.

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