Account Search Screen Fields
|
Name |
Required |
Edits/Business Rules |
|
Customer Account Number |
O |
Search by Customer Account number. |
|
Customer Account Name |
O |
Search by Customer Account name. |
|
Customer Account Status |
O |
Search by Customer Account status from dropdown; Active, Inactive, Pending Inactive, Preliminary, Suspended. |
|
Account Type |
O |
Search by Account Type from dropdown; Billing or Customer. |
|
Business Partner ID |
O |
Search by Business Partner ID. |
|
Business Partner Name |
O |
Search by Business Partner name. |
|
Federal ID Number |
O |
Search by Federal ID Number. |
|
Insurance Confirmation Date (from) |
O |
Search by entering starting date |
|
Insurance Confirmation Date (to) |
O |
Search by entering ending date |
|
Insurance Type |
O |
Search by selecting customers insurance type |
|
Issuer Number |
O |
Search by Issuer Number |
|
Agreement Expiration Date (from) |
O |
Search by entering starting date |
|
Agreement Expiration Date (to) |
O |
Search by entering ending date |
|
Agreement Type |
O |
Search by selecting Agreement Type from dropdown, |
|
Regulation Section |
O |
Search by specific regulation section from dropdown; Driveway or Utility. |
|
Invoice Method |
O |
Search how the invoice is to be delivered for customer billing from the dropdown; Email or Physical delivery. |
|
Billing Account Number |
O |
Search by the Billing Account number. |
|
Billing Account Name |
O |
Search by Billing Account name. |
|
Billing Account Status |
O |
Search by Billing Account status from the dropdown; Active, Inactive, Pending Inactive, Preliminary, Suspended. |
|
Insurance ID Number |
O |
Search by Insurance ID number. |
|
Insurance Policy Number |
O |
Search by Insurance Policy number. |
|
Insurance Policy Expiration Date |
O |
Search by Insurance Policy expiration date range From and To. If one is entered, both dates are required. |
|
Self-Insured |
O |
Search by Self Insured indicator; Yes or No. |
|
Agreement Number |
O |
Search by Agreement Number. |
|
Issuer Number |
O |
Search by Issuer Number. |
|
Agreement Expiration Date |
O |
Search by Agreement expiration date range From and To. If one is entered, both dates are required. |
|
Agreement Type |
O |
Search by the type of agreement from the dropdown list; Bond or Letter of Credit. |