Search Template

The Search Template zone allows you to search for a template 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)
    Template Used to search for a particular template. No
    Description Used to search for templates with a particular description. No
    Purpose Used to search for templates which are created for a particular objective. The valid values are:
    • Adjustment Selection - Used when you want to search for templates which are created for selecting a set of adjustments based on the given criteria.

    • Bill Segment Selection - Used when you want to search for templates which are created for selecting a set of bill segments based on the given criteria.

    • Billable Charge Selection - Used when you want to search for templates which are created for selecting a set of billable charges based on the given criteria.

    • Usage Account Selection - Used when you want to search for templates which are created for selecting a set of usage accounts based on the given criteria.

    • Usage and Invoice Accounts Selection - Used when you want to search for templates which are created for selecting a set of usage and invoice accounts based on the given criteria.

    No
    Status Used to search for templates with a particular status. The valid values are:
    • Active

    • Inactive

    No
    Note: You must specify at least one search criterion while searching for a template.
  • 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
    Template Displays the name of the template.
    Description Displays the description of the template.
    Purpose Indicates the objective why the template is created. The valid values are:
    • Adjustment Selection

    • Billable Segment Selection

    • Billable Charge Selection

    • Usage Account Selection

    • Usage and Invoice Accounts Selection

    Status Indicates the status of the template. The valid values are:
    • Active

    • Inactive

    View On clicking the View (The View Icon) icon, the Template screen appears where you can view the details of the template.
    Edit On clicking the Edit (The Edit Icon) icon, the Template screen appears where you can edit the details of the template.
    Note: You can edit a template only when it is not yet used in any construct.

Related Topics

For more information on... See...
How to search for a template Searching for a Template
How to define a template Defining a Template
How to edit a template Editing a Template
How to view the details of a template Viewing the Template Details