Search Bill

The Search Bill zone allows you to search for bills using various search criteria. It also allows you to add the bills in the funding request. It appears when the following conditions are met:

• The creation mode is set to Manual.

• The status of the funding request is set to Draft.

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 a bill using the bill, account, or person details. The valid values are: Bill Details Account Details Person Details Note: By default, the Bill Details option is selected.	Yes
  Bill ID	Used to search for a particular bill. Note: The Search () icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears. This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Date From	Used to search for bills which are completed on or after the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	Yes (Conditional) Note: This field is required when the value is not specified in the Bill ID field.
  Alternate Bill ID	Used to search for a bill using its alternate bill ID. Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Date To	Used to search for bills which are completed on or before the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	Yes (Conditional) Note: This field is required when the value is not specified in the Bill ID field.
  Bill Balance	Used to indicate whether you want to search bills with debit or credit balance. The valid values are: Credit Debit Note: This field appears when the Bill Details option is selected from the Search By list.	No
  Bill Due Date From	Used to search for bills which are created from a particular due date onwards. Note: This field appears when the Bill Details option is selected from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Division	Used to search for bills where billing address belongs to a particular division. Note: This field appears when the Bill Details option is selected from the Search By list. The list includes only those divisions which are already defined in the system.	No
  Bill Due Date To	Used to search for bills which are completed on or before the specified due date. Note: This field appears when the Bill Details option is selected from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Account ID	Used to search for bills which are created for a particular account. Note: The Search () icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears. This field appears when the Account Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when the Account Details option is selected from the Search By list.
  Person ID	Used to search for bills which are created for a particular person. Note: This field appears when the Person Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when the value is not specified in the Person Name field.
  Person Name	Used to search bills which are created for accounts of a particular person. Note: This field appears when the Person Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required when the value is not specified in the Person ID field.
  Country	Used to search for bills where billing address belongs to a particular country. Note: This field appears when the Person Details option is selected from the Search By list.	No

  Note:

  You must specify at least one search criterion while searching for a bill.

  The number of days between Bill From Date and Bill To Date should not exceed 60 days.

• 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
  Bill Information	Displays additional information about the bill. In addition, this column has a context menu () icon which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill.
  Due Date	Displays the due date of the bill.
  Outstanding Amount	Displays the unpaid amount of the bill.
  Hold Amount	Displays the outstanding bill amount that you want to keep on hold.
  Funding Amount	Displays the bill amount which can be used for the funding process. It is calculated in the following manner: The funding amount for Debit bill is calculated using the following formula: Funding Amount = Outstanding Bill Amount - Hold Amount - Offset Amount The funding amount for Credit bill is calculated using the following formula: Funding Amount = Outstanding Bill Amount - Hold Amount - Offset Amount - Garnishment Amount
  Person Name	Indicates the person to whom the bill belongs. In addition, this column has a context menu () icon 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 person.
  Bill ID	Displays the bill ID.
  Defer Auto Pay	Indicates whether the Defer Auto Pay option is selected on the customer class of the account for which the bill is created. The valid values are: Y N

  Note: Pagination is used to display limited number of records in the Search Results section. By default, 20 records are displayed in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

  In addition, this section contains the following button:

  Button Name	Button Description
  Add	Used to add a bill to the funding request.

  A check box appears corresponding to each bill. On selecting the check box, you can add the bill to the funding request. 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.

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