Search Funding Request

The Search Funding Request zone allows you to search for a funding request using various search criteria. 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 funding request using the funding request, bill, or person details. The valid values are:
    • Request Details

    • Bill Details

    • Person Details

    Note: By default, the Request Details option is selected.
    Yes
    Creation From Used to search for funding requests which are created from a particular date onwards.
    Note:

    This field appears when the Request Details or Person Details option is selected from the Search By list.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    No
    Status Used to search for funding requests with a particular status. The valid values are:
    • Approval In Progress

    • Canceled

    • Deferred Processing

    • Draft

    • Processed

    • Rejected

    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Created To Used to search for funding requests which are created till a particular date.
    Note:

    This field appears when the Request Details or Person Details option is selected from the Search By list.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    No
    User ID Used to search for funding requests which are created for a particular user.
    Note:

    This field appears when the Request Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the User ID field. On clicking the Search icon, the User Search window appears.

    No
    Funding Request Type Used to search for funding requests which are created using a particular funding request type.
    Note:

    This field appears when the Request Details option is selected from the Search By list.

    The list includes only those funding request types which are already defined in the system.

    No
    Creation Mode Used to search for funding requests which are created using a particular mode. The valid values are:
    • Automatic

    • Manual

    Note:

    This field appears when the Request Details option is selected from the Search By list.

    The list includes only those creation modes which are already defined in the system.

    No
    Funding Request ID Used to search for a particular funding request.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Bill ID Used to search for funding requests which are created for a particular bill.
    Note:

    This field appears when the Bill Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears.

    No
    Bill Date From Used to search for funding requests created for bills that are completed on or after the specified 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 (The Date Picker Icon) icon corresponding to the field.

    No
    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 funding requests created for bills that are completed on or before the specified 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 (The Date Picker Icon) icon corresponding to the field.

    No
    Division Used to search for funding requests created for the bills of the accounts which belong 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
    Person ID Used to search for funding requests which are created for a particular person.
    Note:

    This field appears when the Person Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.

    No
    Person Name Used to search for funding requests with a particular person name.
    Note: This field appears when the Person Details option is selected from the Search By list.
    No
    Country Used to search for funding request belonging to persons who reside in a particular country. No
    Note: You must specify at least one search criterion while searching for a funding 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
    Creation Date Time Displays the date and time when the funding request is created.
    Funding Request Information Displays information about the funding request.
    Note: It has a link. On clicking the link, the Funding Request screen appears where you can view the details of the respective funding request.
    Status Indicates the status of the funding request. The valid values are:
    • Approval In Progress

    • Canceled

    • Deferred Processing

    • Draft

    • Processed

    • Rejected

    Total Debit Funding Amount Displays the total amount of the debit bills which are added in the funding request.
    Total Credit Funding Amount Displays the total amount of the credit bills which are added in the funding request.
    Created By Indicates the user who has created the funding request.
    Creation Mode Indicates the funding requests which are created using a particular mode. The valid values are:
    • Automatic

    • Manual

    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.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
How to view the details of a funding request Viewing the Funding Request Details
How to create a funding request Creating a Funding Request