Search

The Search zone allows you to search for payments using various search criteria. 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)
  Division	Used to search for payments that belong to a particular division. Note: You can only view those divisions to which you have access in the Division list.	Yes
  Payee Account ID	Used to indicate the account for which the payment was made. You can search for an account by clicking the Search () icon corresponding to the field.	No
  Payee Name	Used to indicate the person for whom the payment was made.	No
  Payor Account ID	Used to indicate the account which has made the payment. You can search for an account by clicking the Search () icon corresponding to the field.	No
  Payor Name	Used to indicate the person who has made the payment.	No
  Payment Date From	Used to search for payments made from a particular date onwards.	No
  Payment Date To	Used to search for payments made till a particular date.	No
  Payment Amount From	Used to search for payments whose amount is greater than or equal to a particular amount.	No
  Payment Amount To	Used to search for payments whose amount is less than or equal to a particular amount.	No
  Tender Type	Used to search for payments made through a particular tender type.	No
  Tender Source	Used to search for payments made through a particular tender source. You can search for a tender source by clicking the Search () icon corresponding to the field.	No
  Check Number	Used to specify the check number through which the payment was made.	No
  Match Type	Used to search for payments which are matched using a particular match type.	Yes (Conditional) Note: If you enter the match value as a search criteria, you have to select the match type.
  Match Value	Used to indicate the entity (such as bill, contract, and so on) against which the payment is matched.	Yes (Conditional) Note: If you specify the match type as a search criteria, you have to enter the match value.

• 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
  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.
  Payment Information	Displays information about the payment. 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 Payment screen appears where you can view the details of the respective payment.
  Payment Date	Displays the date when the payment was made.
  Payment Currency	Indicates the currency in which the payment was made.
  Payment Amount	Displays the amount paid through the tender.
  Payment Status	Indicates the current status of the payment. The valid values are: Incomplete Error Freezable Frozen Canceled
  Tender Type	Displays the type of tender through which the payment was made.
  Tender Amount	Displays the tender amount.
  Check Number	Displays the check number if the payment was made through check.
  Match Type	Indicates the match type using which the payment was matched.
  Match Value	Indicates the entity (such as bill, contract, and so on) against which the payment was matched.
  GL Transfer Status	Indicates the current status of GL transfer for the payment. The valid values are: Generated Distributed
  GL Transfer Date	Displays the date when the GL transfer was done for the payment.

  Note: Along with division, you must specify at least one search criterion while searching for a payment.

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