Search Invoice Request

The Search Invoice Request zone allows you to search for an invoice request 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 for an invoice request using the invoice request or bill details. The valid values are: Invoice Requests for Accounts Invoice Requests for Persons Note: By default, the Invoice Requests for Accounts option is selected.	Yes
  Invoice Request ID	Used to search a particular invoice request.	No
  Created From	Used to search invoice requests which are created from a particular date onwards.	No
  Created To	Used to search invoice requests which are created till a particular date.	No
  Cutoff From	Used to indicate the date from when the billable charges are considered for processing the invoice request.	No
  Cutoff To	Used to indicate the date till when the billable charges are considered for processing the invoice request.	No
  Invoice Request Type	Used to search invoice requests which are created using a particular invoice request type.	No
  Status	Used to search invoice requests with a particular status. The valid values are: Account Derivation Pending Approved Approval In Progress Canceled Deferred Processing Deferred Processing Batch Draft Error Processed Rejected	No
  Person ID	Used to search invoice requests which include bills of a particular person. Note: The Search icon appears corresponding to Person ID field. On clicking the Search icon, the Person Search window appears.	No
  Account ID	Used to search invoice requests which include bills of a particular account. Note: The Search icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.	No
  Bill Generation Type	Used to indicate the bill generation type. The valid values are: Regular Trial Note: This field appears when the Invoice Requests for Accounts option is selected from the Search By list.	No
  External Reference Type	Used to indicate the external reference type. The valid value is: Policy Note: This is a read-only field. This field is populated when the invoice request is created with the invoice mode option as Automatic.	No
  External Reference ID	Used to specify the external reference ID of the invoice request. Note: The Search icon appears corresponding to the External Reference ID field. On clicking the Search icon, the Policy Search window appears.	No

  Note: You must specify at least one search criterion while searching for an invoice request.

• 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
  Creation Date Time	Displays the date and time when the invoice request is created.
  Invoice Request Information	Displays information about the invoice request. Note: It has a link. On clicking the link, the Invoice Request screen appears where you can view the details of the respective invoice request.
  Created By	Indicates the user who has created the invoice request.
  Cutoff Date	Displays the date till when all the billable charges are considered for processing the invoice request.
  Account Information	Displays information about the account. 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 where you can view the details of the respective account. This column appears when the Invoice Requests for Accounts option is selected from the Search By list.
  Person Information	Displays additional information about the person. 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 Person screen appears with the details of the respective person. This column appears when the Invoice Requests for Persons option is selected from the Search By list.
  Status	Indicates the status of the invoice request. The valid values are: Account Derivation Pending Approved Approval In Progress Canceled Deferred Processing Deferred Processing - Batch Draft Error Processed Rejected
  Bill Information	Displays information about the bill. Note: If you select ... Then... Invoice Requests for Account option from the Search By list andRegular option from the Bill Generation Type list. This column has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill. In addition this column has a context menu which helps in navigating to other screens in the application. Invoice Requests for Account option from the Search By list andTrial option from the Bill Generation Type list. This column has a link. On clicking the link, the Trial Bill screen appears where you can view the details of the respective trial bill. By default, this column has a content menu which helps in navigating to other screens in the application. This column appears when the Invoice Requests for Accounts option is selected from the Search By list.
  Error Message	Displays the error message indicating the error that occurred while processing the bills in the invoice request. Note: This column appears when the Invoice Requests for Accounts option is selected from the Search By list.
  Bill Generation Type	Indicates the bill generation type. The valid values are: Regular Trial Note: This column appears when the Invoice Requests for Accounts option is selected from the Search By list.

  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.

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