Search Option

Note

The Admin Console options under Business Rules > Local Services > XmlInvoiceService > server_XmlInvoiceService > Invoice Formats > format > Configuration are not used for the search option for printing. All invoices that meet the search criteria are printed.

The Search option displays a search screen that is used for finding a specific group of invoices.

1. If you select Search from the GUI Selection window, the Bill Processing Search window is displayed.

   

   The Bill Processing Search window displays the following information.

   Account Number(s) - comma delimited	The account number of the customer record you want to find. You can enter the first few characters of the account number and the system will return a list of invoices that match those characters. Note If searching for multiple account numbers they must entered as comma delimited.
   Billing Group	Select the appropriate billing group(s) you wish to search by.
   Invoice Format	Select the appropriate invoice format(s) you wish to search by. Note Invoice formats will vary as they are user-defined in Admin Console.
   Print Status	Select the appropriate print status(es) you wish to search by.
   Number of Calls*
   Greater Than	Enter the appropriate greater than number of the number of calls you wish to search by.
   Less Than	Enter the appropriate less than number of the number of calls you wish to search by.
   New Charges*
   Less Than	Enter the appropriate less-than number of new charges you wish to search by.
   Greater Than	Enter the appropriate greater-than number of new charges you wish to search by.
   Include all Payments and Adjustments	Select to include all payments and adjustments in the invoices.
   Total Amount Due, New Charges*	Select the search condition, “AND” or “OR”, to search for both total amount due and new charges, or to search for either/or.
   Total Amount Due*
   Less Than	Enter an appropriate less-than value of the total amount due you wish to search by.
   Greater Than	Enter an appropriate greater-than value of the total amount due you wish to search by.

*These fields override the options set in Admin Console for each invoice format. If you don’t specify any options here, the system does not use the options set in Admin Console.

1. Enter the search criteria and click Search.

   For example, enter 10 in the Acct # field to find all customer accounts that begin with “10,” such as “1003”.

2. Click Next. This displays the Invoices window with the results of the search.

   

   The Invoices window contains the following information:

   Invoice #	Displays the invoice number of the customer that you select. This number is also printed on the invoice cover/remittance page.
   Account #	Displays the unique identifier of the selected customer account.
   Customer Name	Displays the name of the individual or company associated to the selected customer account.
   Print Status	Displays the print status of the invoice for the customer.
   Invoice Format	Displays the invoice format of the invoice output (i.e., xml, ascii, html, etc.). Note Invoice formats will vary as they are user-defined in Admin Console.
   New Charges	Displays the total new call (usage) charges for the selected bill period and customer.
   # Calls	Displays the total count new call (usage) records charged for the selected bill period and customer.
   Total Amount	Displays the total amount due, including taxes and surcharges for the selected bill period and customer
   Corp Acct Level	Indicates whether an account is a corporate account. If “0” then the account does not have corporate accounts. If any number greater than “1”, indicates the level of corporate accounts (1 = parent, 2 or more = child, etc.).

3. Click Finish.