Search Payment Agreement Request

The Search Payment Agreement Request zone allows you to search for a payment agreement request 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)
  Search By	Used to indicate whether you want to search for a payment agreement request using request or bill details. The valid values are: Request Details Bill Details Note: By default, the Request Details option is selected.	Yes
  Payment Agreement Request ID	Used to search a particular payment agreement request. Note: This field appears when you select the Request Details option from the Search By list.	No
  Payment Agreement Request Type	Used to search payment agreement requests which are created using a particular payment agreement request type. Note: This field appears when you select the Request Details option from the Search By list.	No
  Status	Used to search payment agreement requests with a particular status. The valid values are: Active Approval In Progress Broken Promise Draft Kept Promise Rejected Note: This field appears when you select the Request Details option from the Search By list.	No
  Entity Type	Used to search for payment agreement requests which are created for a particular entity type. The valid values are: Account Person Note: This field appears when you select the Request Details option from the Search By list. The list includes only those values which are defined in the PA_​ENTITY_​TYPE_​FLG lookup field. By default, the Account option is selected.	No
  Created From	Used to search for payment agreement requests which are created on or after the specified date. Note: This field appears when you select the Request Details option from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. Simultaneously, you can also specify the time or select it using the Time Picker () icon corresponding to the field. The creation from date cannot be later than the created to date.	Yes
  Entity ID	Used to search for payment agreement requests which are created for a particular entity. Note: This field appears when you select the Request Details option from the Search By list. The Search () icon appears corresponding to the Entity ID field. On clicking the Search icon, the Account Search window appears.
  Created To	Used to search for payment agreement requests which are created till a particular date. Note: This field appears when you select the Request Details option from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. Simultaneously, you can also specify the time or select it using the Time Picker () icon corresponding to the field. The creation to date cannot be earlier than the created from date.	No
  Delinquency Process ID	Used to search for payment agreement requests which are created for a particular delinquency process. Note: This field appears when you select the Request Details option from the Search By list. The Search () icon appears corresponding to the Delinquency Process ID field. On clicking the Search icon, the Delinquency Process Search window appears.	No
  Bill ID	Used to search for payment agreement requests which are created for a particular bill ID. Note: You can search for a bill by clicking the Search () icon corresponding to the field. This field appears when you select the Bill Details option from the Search By list.	No
  Bill Date From	Used to search bills which are created from a particular date onwards. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Alternate Bill ID	Used to search a particular bill using the alternate bill ID. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Bill Date To	Used to search bills which are created till a particular date. Note: This field appears when you select the Bill Details option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a payment agreement 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
  Create Date/Time	Displays the date and time when the payment agreement request is created.
  Payment Agreement Request Information	Displays information about the payment agreement request. Note: It has a link. On clicking the link, the Payment Agreement Request screen appears where you can view the details of the respective payment agreement request.
  Schedule Amount	Displays the amount which is scheduled for payment. Note: This column appears only when you select the Bill Details option from the Search By list.
  Status	Indicates the status of the payment agreement request. The valid values are: Active Approval In Progress Broken Promise Draft Kept Promise Rejected
  Last Updated Date Time	Displays the most recent date and time when the payment agreement request is updated.
  Total Unpaid Amount	Displays the remaining balance of all the debit bills which are not been fully paid or matched against the corresponding credit bills. Note: This column appears only when you select the Request Details option from the Search By list.
  Entity Type	Indicates the entity type for which the payment agreement request is created.
  Entity Information	Displays information about the account or person. In addition, a context menu () icon appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. If you have created a payment agreement request for an account entity, the system displays the link of the Account screen else the system displays the link of the Person screen where you can view the details of the respective entity.

  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. Note that navigation links appear in the Search Results section only when the records in the search results exceed 20.

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