Search

The Search zone allows you to search for usage data files that are uploaded and/or processed in the system. 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)
  File Name	Used to specify the name of the usage data file.	No
  File Type	Used to indicate the type of usage data file.	No
  File Upload From Date	Used when you want to search for usage data files that were uploaded from a particular date onwards.	No
  To	Used when you want to search for usage data files that were uploaded till a particular date.	No
  User ID	Used to specify the name of the user who has uploaded the usage data file.	No
  Billing Method	Used to specify the type of billing used for the usage data file. The valid values are: Adhoc Billing Regular Billing	No
  File Group	Used to specify the file group of the usage data file.	No

  Note: You must specify at least one search criterion while searching for a usage data file.

• 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
  File Information	Displays the name of the usage data file and its related details.
  Revalidate	On clicking the Revalidate () icon, you can execute the validation process once again on the valid, invalid, and rejected records. Note: The Revalidate icon appears when the usage records are in the Valid, Invalid, and/or Rejected status. In other words, you cannot revalidate a usage data file for which billable charges are created or when the bills are generated for a usage data file.
  Cancel	On clicking the Cancel () icon, you can cancel all valid, invalid, and rejected records of the usage data file. Note: The Cancel icon appears when the usage records are in the Valid, Invalid, and/or Rejected status. In other words, you cannot cancel a usage data file for which billable charges are created or when the bills are generated for a usage data file.
  Submit	On clicking the Submit () icon, you can submit the valid records and create billable charges for them. If the valid usage records need to be approved before creating the billable charges, a To Do entry is created for the approver to approve the valid records. Note: The Submit icon appears when all the records of a usage data file are in the Valid status. In other words, if a usage data file contains records in the Invalid status, you cannot create billable charges for a usage data file.
  Approve	On clicking the Approve () icon, the approver can approve all valid records of the usage data file. Note: The Approve icon appears when the usage data file (with all usage records in the Valid status) is uploaded using a file type to which the To Do algorithm (for enabling approval workflow) is attached.
  Total	Displays the total number of records that are uploaded through the usage data file. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all records uploaded through the usage data file.
  Valid	Displays the number of records which are successfully validated in the system. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view and edit all valid records of the usage data file.
  Invalid	Displays the number of records which could not pass through the validation process in the system. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view and edit all invalid records of the usage data file.
  Submitted	Displays the number of valid records which are submitted for approval. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all submitted records of the usage data file.
  Rejected	Displays the number of records which are rejected by the approver. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view and edit all rejected records of the usage data file.
  Processed	Displays the number of valid records for which billable charges are already created. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all processed records of the usage data file.
  Billed	Displays the number of records for which billable charges are created and billed to the person. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all billed records of the usage data file.
  Unbilled	Displays the number of records for which billable charges are created, but are not yet billed to the person. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all unbilled records of the usage data file.
  Cancelled	Displays the number of records which are cancelled in the system. Note: It has a link. On clicking the link, the Usage Data screen appears where you can view all cancelled records of the usage data file.
  Batch Run Status	Indicates the batch that was last executed on the usage data file and its current status. Note: It has a link. On clicking the link, the Batch Run Tree screen appears where you can view the execution details of the batch.

You can upload a usage data file by clicking the Upload link in the upper right corner of this zone.

Related Topics