Search Payment Events and Adjustments

The Search Payment Events and Adjustments zone allows you to search for payment events and adjustments 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 payment events or adjustments using the payment or adjustment details. The valid values are:

    • Payment Details

    • Adjustment Details

    Note: By default, the Payment Details option is selected.
    		 Yes
    Payment Event ID Used to search for payment events which are created using a particular payment event ID.
    Note: This field appears when you select Payment Details option from the Search By list.
    		 No
    Suspense/Excess Credit Contract Used to search for payment events which include payments that are made against a particular suspense or excess credit contract.
    Note:

    The suspense and excess credit contracts appear in the Suspense/Excess Credit Contract list only when these contracts are associated with the account.

    This field appears when you select Payment Details option from the Search By list.

    		 No
    Check Number Used to search for a payment event which includes a payment made through a particular check.
    Note: This field appears when you select Payment Details option from the Search By list.
    		 No
    Payment Date From Used to search for payment events which include payments created from a particular date onwards.
    Note:

    This field appears when you select Payment Details option 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.

    The payment date from date cannot be later than the payment date to date.

    		 No
    MICR ID Used to search for payment events which include payments which contain a particular MICR code.
    Note: This field appears when you select Payment Details option from the Search By list.
    		 No
    Payment Date To Used to search for payment events which include payments created till a particular date.
    Note:

    This field appears when you select Payment Details option 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.

    The payment date to date cannot be earlier than the payment date from date.

    		 No
    Adjustment ID Used to search for adjustments with a particular adjustment ID.
    Note:

    This field appears when you select Adjustment Details option from the Search By list.

    The Search The Search Icon icon appears corresponding to this field. On clicking the Search icon the Adjustment Search window appears.

    		 No
    Adjustment Type Used to search for adjustments which are created using a particular adjustment type.
    Note: This field appears when you select Adjustment Details option from the Search By list.
    		 Yes
    Account ID Used to search for adjustments which are created for a particular account ID.
    Note:

    This field appears when you select Adjustment Details option from the Search By list.

    The Search The Search Icon icon appears corresponding to this field. On clicking the Search icon the Account Search window appears.

    		 No
    Contract ID Used search for adjustments which are created for an account linked with a particular contract ID.
    Note:

    This field appears when you select Adjustment Details option from the Search By list.

    The Search The Search Icon icon appears corresponding to this field. On clicking the Search icon the Contract Search window appears.

    		 No
    Creation Date From Used to search for adjustments which include refund adjustments created from a particular date onwards.
    Note:

    This field appears when you select the Adjustment Details option 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.

    The creation date from date cannot be later than the creation date to date.

    		 No
    Creation Date To Used to search adjustment which include refund adjustments created till a particular date.
    Note:

    This field appears when you select the Adjustment Details option 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.

    The creation date to date cannot be earlier than the creation date from date.

    		 No

  • Search Results - On clicking the Search button, the search results are filtered based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Payment Event Indicates the payment event whose frozen payments you want to refund.
    Note:

    It has a link. On clicking the link, the Payment Event screen appears where you can view the details of the respective payment event.

    This column appears when you select the Payment Details option from the Search By list.
    Payment Date Displays the date when the payment event was created.
    Note: This column appears when you select the Payment Details option from the Search By list.
    Tender Amount Displays the tender amount associated with the payment event.
    Note: This column appears when you select the Payment Details option from the Search By list.
    Payment Event ID Displays the event ID associated with each payment event ID.
    Note: This column appears when you select the Payment Details option from the Search By list.
    Adjustment ID Display the adjustment ID associated with each adjustment transaction.
    Note: This column appears when you select the Adjustment Details option from the Search By list.
    Creation Date Displays the date when the adjustment is created.
    Note: This column appears when you select the Adjustment Details option from the Search By list.
    Adjustment Information Displays the additional information about the adjustment.
    Note:

    This column appears when you select the Adjustment Details option from the Search By list.

    It has a link. On clicking the link, the Adjustment screen appears with the details of the respective adjustment.
    Current Amount Displays the adjustment amount.
    Note: This column appears when you select the Adjustment Details option from the Search By list.
    Button Name Button Description
    Add Used to add a payment event to the refund request.

    On clicking the Broadcast (The Broadcast Icon) icon corresponding to the payment event, the Payments and Adjustment zone appears where you can view the details of the respective payment event.

    Note:

    A check box appears corresponding to each payment event. To add the payments of a payment event to the refund request, select the check box corresponding to the payment event and then click the Add button. You can also select multiple payment events at the same time. You can select one or more payment events and click the Add button in this zone to add selected payment events to the refund request. In addition, you can select the check box corresponding to the column header. This allows you to select all the payment events listed in the respective zone. For more information, see Adding a Payment Event to the Refund Request

    Once you click the Add button, the system checks whether all the payments in the payment event are matched against the same suspense or excess credit contract, then the respective payment event is added in the Refund Details zone on the Main tab of the Refund Request screen. However, if the payments in the payment event are matched against different suspense or excess credit contracts, then all the payments of the payment event are added in the Refund Details zone on the Main tab of the Refund Request screen

    If a refund request is currently in progress for a payment event or for any payment of a payment event, those payments events of the account do not appear in the Search Payment Event zone.