Search Bill

The Search Bill zone allows you to search for a bill. 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)
    Person ID Used to search bills of 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
    Bill ID Used to search a particular bill.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Bill Search window appears.
    No
    Alternate Bill ID Used to search a particular bill using the alternate bill ID. No
    Division Used to search bills of accounts that belong to a particular division.
    Note: You can only view those divisions to which you have access in the Division list.
    Yes (Conditional)
    Note: This field is not required when you search for a bill using the Bill ID or the Alternate Bill ID.
    Primary Account Identifier Type Used to select the identifier type based on which you want to search bills of a particular account. Yes (Conditional)
    Note: If you enter the account identifier as a search criteria, you have to select the account identifier type.
    Primary Account Identifier Used when you want search bills of a particular account. Yes (Conditional)
    Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.
    Primary Person Identifier Type Used to select the identifier type based on which you want to search bills of a particular person. Yes (Conditional)
    Note: If you enter the person identifier as a search criteria, you have to select the person identifier type.
    Primary Person Identifier Used when you want search bills of a particular person. Yes (Conditional)
    Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
    Bill Completion From Date Used to search bills which are completed on or later than the specified date. No
    Bill Completion To Date Used to search bills which are completed on or earlier than the specified date. No
    Bill Status Used to search bills with a particular status. The valid values are:
    • Complete

    • Pending

    No
  • 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
    Bill ID Displays the bill ID.
    Note: It has a link. On clicking the link, the Bill screen appears with the details of the respective bill.
    Bill Status Displays the status of the bill.
    Completion Date Displays the date when the bill was completed.
    Total Bill Amount Displays the total amount billed to the person.
    Invoice Currency Displays the currency in which the amount is billed to the person.
    Account Identifier Type Displays the primary account identifier type.
    Account Identifier Indicates the account for which the bill is created.
    Person Identifier Type Displays the primary person identifier type.
    Person Identifier Indicates the person for whom the bill is created.
    Division Displays the division to which the account belongs.
    Alternate Bill ID Displays the alternate bill ID.

Related Topics

For more information on... See...
How to search for a bill Searching for a Bill
How to view the bill segments of a bill Viewing the Bill Segments of a Bill
How to view the transactions for which a bill segment is generated in a bill Viewing Transactions for which the Bill Segment is Generated