Search Entity

The Search Entity zone allows you to search for an existing customer, account, or prospect person for whom you want to define a deal. 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 existing customer, account, or prospect person for whom you want to define a deal. The valid values are: Customer Details Account Details Prospect Details Note: By default, the Customer Details option is selected.	Yes
  Division	Used to search for customers, accounts, or prospect persons associated with a particular division. Note: You can only view those divisions to which you have access in the Division list.	No
  Person Name	Used to search for customers or accounts which belong to persons with a particular name. Note: This field appears when the Customer Details, and Account Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing customer or account for which you want to define a deal.
  Customer Segment	Used to search for customers or prospect persons which belong to a particular segment. Note: The list includes only those values which are present in the CUST_​SEG_​FLG lookup field. This field appears when the Customer Details or Prospect Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing customer or prospect person for whom you want to define a deal.
  City	Used to search for customers from a particular city. Note: This field appears when the Customer Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing customer for whom you want to define a deal.
  Address	Used to search for a customer residing at a particular address. Note: This field appears when the Customer Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing customer for whom you want to define a deal.
  Phone Number	Used to search for a customer having a specific phone number. Note: This field appears when the Customer Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing customer for whom you want to define a deal.
  Person ID	Used to search for a particular customer. Note: This field appears when the Customer Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing customer for whom you want to define a deal.
  Person Identifier Type	Used to indicate the person identifier type based on which you want to search for a customer or account. Note: This field appears when the Customer Details option is selected from the Search By list. This field also appears when the Account Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing customer or account for which you want to define a deal.
  Person Identifier	Used to specify the value for the person identifier type based on which you want to search for a customer or account. Note: This field appears when you select a person identifier type from the Person Identifier Type list.	Yes (Conditional) Note: This field is required while searching for an existing customer or account for which you want to define a deal. If you specify the person identifier type as a search criteria, you have to specify the person identifier.
  Customer Class	Used to search for accounts which belong to a particular customer class. Note: This field appears when the Account Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing account for which you want to define a deal.
  Account ID	Used to search for a particular account. Note: This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing account for which you want to define a deal.
  Account Identifier Type	Used to indicate the identifier type based on which you want to search for the accounts. Note: This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing account for which you want to define a deal.
  Account Identifier	Used to specify the value for the account identifier type based on which you want to search for the accounts. Note: This field appears when you select an account identifier type from the Account Identifier Type list.	Yes (Conditional) Note: This field is required while searching for an existing account for which you want to define a deal. If you specify the account identifier type as a search criteria, you have to specify the account identifier.
  Account Category	Used to search accounts which are associated with a particular category. The valid values are: Invoice Account Settlement Account Usage Account Note: The list includes only those values which are present in the ACCT_​USAGE_​FLG lookup field. This field appears when the Account Details option is selected from the Search By list and the Advanced Search link is clicked in the top right corner of the Search Criteria section.	Yes (Conditional) Note: This field is required while searching for an existing account for which you want to define a deal.
  Prospect Person Name	Used to search prospect persons with a particular name. Note: This field appears when the Prospect Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing prospect person for whom you want to define a deal.
  Prospect Person ID	Used to search for a particular prospect person. Note: This field appears when the Prospect Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing prospect person for whom you want to define a deal.
  Prospect Person Identifier Type	Used to indicate the identifier type based on which you want to search for the prospect persons. Note: This field appears when the Prospect Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required while searching for an existing prospect person for whom you want to define a deal.
  Prospect Person Identifier	Used to specify the value for the prospect identifier type based on which you want to search for the prospect persons. Note: This field appears when you select a prospect identifier type from the Prospect Identifier Type list.	Yes (Conditional) Note: This field is required while searching for an existing prospect person for whom you want to define a deal. If you specify the prospect person identifier type as a search criteria, you have to specify the prospect person identifier.

• Search Results - On clicking the Search button, a list of entities appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Person Information	Displays the concatenated string of customer information separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective customer. This column appears when the Customer Details option is selected from the Search By list in the Search Criteria section.
  Person Name	Displays the name of the customer. Note: This column appears when the Customer Details option is selected from the Search By list in the Search Criteria section.
  Primary Person Identifier Type	Indicates the identifier type using which the customer is defined in the system. Note: This column appears when the Customer Details option is selected from the Search By list in the Search Criteria section.
  Primary Person Identifier	Displays the value for the primary person identifier type using which the customer is defined in the system. Note: This column appears when the Customer Details option is selected from the Search By list in the Search Criteria section.
  Division	Indicates the division to which the customer, account, or prospect person belongs.
  Account Information	Displays the concatenated string of account information separated by a comma (,). In addition, a context menu appears corresponding to this field 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 Account Details option is selected from the Search By list in the Search Criteria section.
  Main Customer	Displays the name of the main customer to whom the account belongs. Note: This column appears when the Account Details option is selected from the Search By list in the Search Criteria section.
  Primary Account Identifier Type	Indicates the identifier type using which the account is defined in the system. Note: This column appears when the Account Details option is selected from the Search By list in the Search Criteria section.
  Primary Account Identifier	Displays the value for the primary account identifier type using which the account is defined in the system. Note: This column appears when the Account Details option is selected from the Search By list in the Search Criteria section.
  Customer Class	Indicates the customer class to which the account belongs. Note: This column appears when the Account Details option is selected from the Search By list in the Search Criteria section.
  Prospect Person Information	Displays the concatenated string of prospect person information separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Prospect Person screen appears where you can view the details of the respective prospect person. This column appears when the Prospect Details option is selected from the Search By list in the Search Criteria section.
  Prospect Person Identifier Type	Indicates the identifier type using which the prospect person is defined in the system. Note: This column appears when the Prospect Details option is selected from the Search By list in the Search Criteria section.
  Prospect Person Identifier	Displays the value for the prospect person identifier type using which the prospect person is defined in the system. Note: This column appears when the Prospect Details option is selected from the Search By list in the Search Criteria section.

  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.

  By default, the Filter area is visible. You can hide the Filter area by clicking the Filters () icon in the upper right corner of this zone.

  On clicking the Broadcast () icon corresponding to an entity, the Deal zone appears where you can define a deal for the respective entity.

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