Search Template

The Search Template zone allows you to search for a template using various search criteria. This zone contains the following two sections:

  • Search Criteria - Used to search by different search criteria. It contains the following fields:

    Field Name Field Description
    Template Used to search the template based on template name.
    Description Used to search the template based on the description of the template.
    Purpose Used to search the template based on the purpose of the template. The valid values are:
    • Adjustment Selection - Used for selecting a set of adjustments based on the criteria.

    • Bill Segment Selection - Used for selecting a set of bill segments based on the criteria.

    • Billable Charge Selection - Used for selecting a set of billable charges based on the criteria.

    • Usage Account Selection - Used for selecting a set of usage accounts based on the criteria.

    • Usage and Invoice Account Selection - Used for selecting a set of usage and invoice accounts based on the criteria.

    Status Used to search the template with a particular status. The valid values are:
    • Active

    • Inactive

    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 purpose of the template. The valid values are:
    • Adjustment Selection

    • Billable Segment Selection

    • Billable Charge Selection

    • Usage Account Selection

    • Usage and Invoice Account 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: If a template is used in any construct, a message appears confirming whether you want to edit the template.

You can create a new template by clicking the Add button in the upper right corner of this zone.

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
How to delete a template Deleting a Template