Search Invoice Request

The Search Invoice Request zone allows you to search for an invoice request 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 an invoice request created for an account or a person. The valid values are: Invoice Requests for Accounts Invoice Requests for Persons Note: By default, the Invoice Requests for Accounts option is selected.	Yes
  Invoice Request ID	Used to search a particular invoice request.	No
  Creation From Date	Used to search invoice requests which are created from a particular date onwards. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. The Creation From Date cannot be later than the Created To date.	No
  Created To	Used to search invoice requests which are created till a particular date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. The Created To date cannot be earlier than the Creation From Date.	No
  Cutoff From	Used to indicate the date from when the billable charges are considered for processing the invoice request. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. The cutoff from date cannot be later than the cutoff to date.	No
  Cutoff To	Used to indicate the date till when the billable charges are considered for processing the invoice request. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. The cutoff to date cannot be earlier than the cutoff from date.	No
  Invoice Request Type	Used to search invoice requests which are created using a particular invoice request type.	No
  Status	Used to search invoice requests which are in a particular status. The valid values are: Account Derivation Pending Approved Approval In Progress Canceled Deferred Processing Deferred Processing Batch Draft Error Processed Rejected	No
  Person ID	Used to search invoice requests which include 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 where you can search for a particular person.	No
  Account ID	Used to search invoice requests which include bills of a particular account. Note: The Search () icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for a particular account. This field appears only when the Invoice Requests for Accounts option is selected from the Search By list.	No
  Bill Generation Type	Used to indicate the bill generation type using which the bills of the invoice request are created in the system. The valid values are: Regular Trial	No
  External Reference Type	Used to indicate the external reference type using which the invoice request is created in the system. The valid values are: Membership Policy Note: This field appears only when the Invoice Requests for Accounts option is selected from the Search By list. This field is not applicable for the banking business.	No
  External Reference ID	Used to specify the external reference ID of the account for which the invoice request is created in the system. Note: The Search () icon appears corresponding to the External Reference ID field. On clicking the Search icon, the Search Membership or the Search Policy window appears depending upon the option selected from the External Reference Type list. This field appears only when the Invoice Requests for Accounts option is selected from the Search By list. This field is not applicable for the banking business.	Yes (Conditional) This field is required when you specify the external reference type.

  Note: You must specify at least one search criterion while searching for an invoice request.

• 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
  Creation Date Time	Displays the date and time when the invoice request is created in the system.
  Invoice Request Information	Displays information about the invoice request. Note: It has a link. On clicking the link, the Invoice Request screen appears where you can view the details of the respective invoice request.
  Created By	Indicates the user who has created the invoice request.
  Cutoff Date	Displays the date till when all the billable charges are considered for processing the invoice request.
  Account Information	Displays information about the account for which the invoice request is processed in the system. In addition, this column has a context menu () 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. This column appears only when the Invoice Requests for Accounts option is selected from the Search By list.
  Person Information	Displays information about the person for whose accounts the invoice request is processed in the system. In addition, this column has a context menu () which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears with the details of the respective person. This column appears when the Invoice Requests for Persons option is selected from the Search By list.
  Status	Indicates the current status of the invoice request. The valid values are: Account Derivation Pending Approved Approval In Progress Canceled Deferred Processing Deferred Processing - Batch Draft Error Processed Rejected
  Bill Information	Displays information about the bill. In addition, this column has a context menu () which helps in navigating to other screens in the application. Note: If you select ... Then... Invoice Requests for Accounts option from the Search By list andRegular option from the Bill Generation Type list. This column has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill. Note: In addition, this column has a context menu () icon appears corresponding to this column which helps in navigating to other screens in the application. Invoice Requests for Accounts option from the Search By list andTrial option from the Bill Generation Type list. This column has a link. On clicking the link, the Trial Bill screen appears where you can view the details of the respective trial bill. This column appears only when the Invoice Requests for Accounts option is selected from the Search By list.
  Error Message	Displays the error message indicating the error that occurred while processing the bills in the invoice request. Note: This column appears when the Invoice Requests for Accounts option is selected from the Search By list.
  Bill Generation Type	Indicates the bill generation type using which the bills of the invoice request are created in the system. The valid values are: Regular Trial Note: This column appears when the Invoice Requests for Accounts option is selected from the Search By list.

  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.

Related Topics