Search Trial Bill

The Search Trial Bill zone allows you to search for trial bills using various search criteria. It contains the following two sections:

  • Search Criteria - The criteria are grouped as indicated by line separators between the criteria. Each group is independent from the other, and only one group is used at a time for searching. If you enter criteria in more than one group, the criteria from the first group is used for searching. For example, if you enter the criteria in the Account ID and Trial Bill Description fields (which are in different criteria groups), the system searches for trial bills using the account ID. 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 a trial bill using the trial bill details. The valid value is:
    • Trial Bill Details

    Note: By default, the Trial Bill Details option is selected.
    Yes
    Person ID Used to search trial bills which are generated for a particular person.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.
    No
    Trial Bill ID Used to search for a particular trial bill. No
    Account ID Used to search trial bills which are generated for a particular account.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
    No
    Division Used to search trial bills which are generated for accounts belonging to a particular division. No
    From Trial Bill Date Used to search trial bills which are generated from a particular date onwards. No
    Invoice Currency Used to search trial bills which are generated in a particular invoice currency. No
    To Trial Bill Date Used to search trial bills which are generated till a particular date. No
    Batch Run Date Used to search trial bills which are generated on a particular batch run date. No
    Trial Bill Description Used to search trial bills which are generated in a particular batch run. Yes (Conditional)
    Note: This field is required when you are searching for trial bills using the batch run date.
    Note: You must specify at least one search criterion while searching for a trial bill.
  • 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
    Trial Bill Information Displays additional information about the trial bill.
    Note: It has a link. On clicking the link, the Trial Bill screen appears where you can view the details of the respective trial bill.
    Current Charges Displays the trial bill amount.
    Account Information Indicates the account for which the trial bill is generated. 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 respective account.
    Person Name Indicates the person for whom the trial bill is generated.
    Division Indicates the division to which the account belongs.
    Batch Run Date Displays the date when the batch is executed to generate the trial bill.
    Batch Run Number Indicates the batch run in which the trial bill is generated.

Related Topics

For more information on... See...
How to search for a trial bill Searching for a Trial Bill
How to view the details of a trial bill Viewing the Trial Bill Details