Adding a Debit or Credit Bill in a Funding Request

To add a debit or credit bill of the accounts in a funding request, you should have:

  • The Defer Auto Pay option selected on the respective customer class.

  • The respective account is enabled for deferred auto payment.

Procedure

To add a debit or credit bill in a funding request:

  1. Search for the draft funding request in the Funding Request screen.
  2. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request whose details you want to edit.
    The Funding Request screen appears.
  3. Expand the Search Bill zone.
  4. Enter the search criteria in the Search Bill zone.
    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.
  5. Click Search.
    A list of bills that meet the search criteria appears in the Search Results section.
  6. Select the check box corresponding to the bill that you want to add in the funding request.
    Note: You can also select multiple bills at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the bills listed in the respective page to the funding request.
  7. Click the Add button in the Search Bill zone.
    A message appears indicating that the selected bill is successfully added in the funding request.
    Note: You can only add a debit or credit bill of an account for which the Defer Auto Pay option is selected on the respective customer class.
  8. Click OK.
    The bill is added in the funding request. Note that the bill is added in the Selected Bills zone where the status of the respective bill is set to Pending.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
How to create a funding request Creating a Funding Request
Funding Request screen Funding Request (Used for Viewing)
Search Bill zone Search Bill