Search Billing Element

The Search Billing Element zone allows you to search for a bill 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 drill down details using the bill details, bill charge details, invoice construct details and bill aging. The valid values are: Bill Details Bill Charge Details Invoice Construct Details Bill Aging	Yes
  Bill ID	Used to search a particular bill. Note: The Search () icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears.	No
  Division	Used to search bills of accounts that belong to a particular division. Note: You can only view those divisions to which you have access in the Division list. One more search criterion is required when you are searching for a bill using the Division field.	Yes (Conditional) Note: This field is not required when you search for a bill using the bill ID or alternate bill ID.
  Bill Status	Used to search bills with a particular status. The valid values are: All Complete Pending	No
  Alternate Bill ID	Used to search a particular bill using the alternate bill ID.	No
  Bill Completion From Date	Used to search bills which are completed on or later than the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Bill Completion To Date	Used to search bills which are completed on or earlier than the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Person ID	Used to search bills of a particular person. Note: The Search () icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.	No
  Primary Account Identifier Type	Used to select the identifier type based on which you want to search bills of a particular account.	Yes (Conditional) Note: If you enter the account identifier as a search criteria, you have to select the account identifier type.
  Primary Person Identifier Type	Used to select the identifier type based on which you want to search bills of a particular person.	Yes (Conditional) Note: If you enter the person identifier as a search criteria, you have to select the person identifier type.
  Primary Account Identifier	Used when you want search bills of a particular account.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.
  Primary Person Identifier	Used when you want search bills of a particular person.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
  Billable Charge ID	Used to search a particular billable charge information using the billable charge ID. Note: The Search () icon appears corresponding to the Billable Charge ID field. On clicking the Search icon, the Billable Charge Search window appears. This field appears when you select Billable Charge Details option from the Search By list.	Yes
  Construct ID	Used to search bills for a particular construct. Note: The Search () icon appears corresponding to the Construct ID field. On clicking the Search icon, the Construct Search window appears.	No
  Account ID	Used to search the bill details 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.	No
  Billable Charge ID	Used to search the bill details for a specific billable charge. Note: The Search () icon appears corresponding to the Billable Charge ID field. On clicking the Search icon, the Billable Charge Details window appears.	No
  Price Item	Used to search the bill details for a specific price item. Note: The Search () icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Details window appears.	No
  Parent Customer Name	Used to search bill details based on the name of the parent customer.	No
  Bill Group Name	Used to search bill details based on the name of the bill group.	No
  Amount From	Used to search for bill details with a particular lower limit of the amount.	No
  Amount To	Used to search for bill details with a particular higher limit of the amount.	No
  Amount	Used to search for the bill details for a particular amount.	No
  Bill Age	Used to search for the bill details based on the time period from when the bill is past due (in days).	No
  Bill Age From	Indicates the lower limit of bill age (in days) for filtering aged bills.	No
  Bill Age To	Indicates the upper limit of bill age (in days) for filtering aged bills.	No
  Bill Date From	Used to retrieve the bills generated on or after this date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	Yes
  Bill To Date	Used to retrieve the bills generated up to this date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	Yes

• 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 ID	Displays the particular bill. 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. On clicking the link, the Bill screen appears with the details of the respective bill.
  Status	Displays the status of the bill. The valid values are: Pending Completed
  Bill Date	Displays the date when the bill was completed.
  Total Bill Amount	Displays the total amount billed to the person.
  Invoice Currency	Displays the currency in which the amount is billed to the person.
  Account Identifier Type	Displays the primary account identifier type.
  Account Identifier	Indicates the account for which the bill is created.
  Person Identifier Type	Displays the primary person identifier type.
  Person Identifier	Indicates the person for whom the bill is created.
  Bill Correction Eligibility	Displays whether the bill is eligible for bill correction. In addition, a eligible to correct () icon appears corresponding to this field which helps in navigating to bill correction screen in the application. Note: If the bill does not meets the system-defined eligibility criteria,the field displays the reason for ineligibility.
  Bill Correction Information	Displays information about the bill correction request. Note: It has a link. On clicking the link, the Bill Correction screen appears with the details of the respective bill correction request.
  Division	Displays the division to which the account belongs.
  Bill Cycle	Indicates the billing cycle for the account.
  Alternate Bill ID	Displays the alternate bill ID.
  Auto Pay Information	Displays the automatic payment details of the account.
  Account Information	Displays the concatenated string of information about the account to which the price item pricing is assigned separated by a comma (,). In addition, a context menu () appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
  Construct ID	Displays the construct for which the bill is associated.
  Price Item	Displays the price item or price item bundle. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
  Start Date	Displays the date from when the bill is effective. Note: This column appears when you search for a fully-insured group bill.
  End Date	Displays the date till when the bill is effective. Note: This column appears when you search for a fully-insured group bill.
  Amount	Displays the bill amount. Note: This column appears when you search for a fully-insured group bill.
  Status	Indicates the status of the bill. The valid values are: Pending Completed Note: This column appears when you search for a fully-insured group bill.
  Billable Charge Information	Displays information about the bill. Note: It has a link. On clicking the link, the Billable Charge ID screen appears where you can view the details of the respective billable charge. Note: This column appears when you search for a fully-insured group bill.
  Pricing Calculation ID	Displays the pricing calculation ID of the bill. Note: This column appears when you search for a fully-insured group bill.
  Request Reference ID	Displays the request reference ID of the bill. Note: This column appears when you search for a fully-insured group bill.
  Transaction ID	Displays the transaction ID of the bill. Note: It has a link. On clicking the link, the Transaction Details View screen appears where you can view the details of the respective transaction. This column appears when you search for a self-funded bill.
  Transaction Date	Displays the date and time when the transaction was performed. Note: This column appears when you search for a self-funded bill.
  Transaction Volume	Displays the transaction volume. Note: This column appears when you search for a self-funded bill.
  Transaction Amount	Displays the transaction amount. Note: This column appears when you search for a self-funded bill.
  Transaction Currency	Displays the currency in which the transaction was performed. Note: This column appears when you search for a self-funded bill.
  Transaction Source	Displays the transaction source from where the transaction was received. Note: This column appears when you search for a self-funded bill.
  Transaction Record Type	Displays the record type of the transaction. Note: This column appears when you search for a self-funded bill.
  Initial Price Item	Indicates the price item to which the transaction is mapped. Note: This column appears when you search for a self-funded bill.
  Rule	Indicates the rule which was met while determining initial price item for the transaction. Note: It has a link. On clicking the link, the Rule screen appears where you can view the details of the respective rule. This column appears when you search for a self-funded bill.
  Transaction Information	Displays information about the transaction. Note: It has a link. On clicking the link, the Transaction Details View screen appears where you can view the details of the respective transaction. This column appears when you search for a self-funded bill.
  Bill Status	Displays the status of the bill. The valid values are: Pending Completed
  Bill Type	Displays the type of the bill.
  Bill Amount	Displays the bill amount.
  Unpaid Amount	Displays the amount which is eligible for payment against the bill.
  Bill Group Name	Displays the bill group associated with the bill. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective bill group.
  Parent Customer Name	Displays the name of the parent customer linked to the bill. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective parent customer.
  Account ID	Displays the account ID. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
  Due Date	Displays the due date of the bill.
  Bill Age	Displays the time period from when the bill is past due (in days).
  Age Bucket	Displays the group in which the bill falls based on the number of days past due.
  Bill Information	On clicking the View () icon, the Bill Information screen appears where you can view the details of the bill.

  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.

On clicking the Broadcast () icon corresponding to the Bill ID field, the Bill Segments zone appear where you can view the details about the bill.

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