Viewing Person Billing Hierarchy Details

Procedure

To view the details of a construct with person billing hierarchy:

  1. Search for the hierarchy in the Billing and Settlement Hierarchy screen.
  2. Select Account-Billing Hierarchy option from the Search By list and Usage Account option from the View O ption list in the Search Hierarchy zone.
  3. Enter Person Name or Person ID and click Search button.
    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. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the construct whose details you want to view. The Linked Accounts and Criteria zones appear.
    The details of all the active constructs with invoice only or invoice and settlement purposes are displayed.
  5. View the details of the construct in the Linked Accounts zone and Criteria zone.

Related Topics

For more information on... See...
Billing and Settlement Hierarchy screen Billing and Settlement Hierarchy
Linked Accounts zone Linked Accounts
Criteria zone Criteria