Search Bills

The Search Bills zone allows you to search for bills using various search criteria. It also lists the completed bills of the account which either have a debit balance or have one or more debit line items, such as bill segments and adjustments. 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 a bill using bill or bill and price item details. The valid values are:
    • Bill Details

    • Bill and Price Item Details

    Note: By default, the Bill Details option is selected.
    Yes
    Bill ID
    Note: 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 bills which are created on or after the specified date.
    Note:

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

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

    No
    Bill Date To Used to search for bills which are created till a particular date.
    Note:

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

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

    No
    Price Item Used to search for bills which are created for a particular price item.
    Note:

    This field appears when you select Bill and Price Item Details option from the Search By list.

    You can search for a price item by clicking the Search (The Search Icon) icon corresponding to the Price Item field. On clicking the Search icon the Price Item Search window appears.

    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
    Bill ID Displays the bill ID.
    Bill Information Displays additional information about the bill. In addition, a context menu (The Context Menu Icon) 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.
    Amount Displays the total amount of the bill.

    In addition to above columns, this screen contains following button:

    Button Name Button Description
    Add Used to add a bill to the write off request.
    Note:

    On clicking the Broadcast (The Broadcast Icon) icon corresponding to the bill, the Bill Line Items zone appears where you can view the details of the respective bill.

    A check box appears corresponding to each bill. To add a bill to the write off request, click the check box corresponding to the bill and click the Add button. You can also select multiple bills at the same time. In addition, you can select the check box corresponding to the column header. This allows you to select all the bills listed in the respective zone. For more information, see Adding a Debit Bill to the Write Off Request.

    If you want to write off a bill with debit balance (including all the credit line items of the respective bill) you need to select the check box corresponding to the bill and then click the Add button in the Search Results section. All debit bill segments and bill adjustments are added in the Write Off Details zone in the Main tab of the Write Off Request screen. However, if you select a bill (with debit balance) which contains one or more credit line items or if you select a bill (with credit balance) which contains one or more debit line items, the system will not allow you to add the debit line items in the write off request by directly adding the bill. In such case, you need to individually select the debit bill segments and bill adjustments, and add them in the Write Off Details zone in the Main tab of the Refund Request screen.

    If a write off request is currently in progress for a debit bill segment or bill adjustment, then bills of the respective account are not listed in the Search Bills zone. In addition, a bill with all the credit line items is also not listed in the Search Bills zone.