How to Search for a Bill Agreement

To search for an existing pay-dependent bill agreement, follow the procedure below.

1.

If not already open, open the Bill Agreements screen by navigating to Rates & Rules > Bill Agreements.

The Bill Agreements screen opens, listing all existing agreements belonging to the country to which you are assigned.

2.

In the search criteria fields, type or select as much information as possible about the agreement(s) you want to find.

Validity Start Date

Date on which the pay agreement becomes valid. To search for agreements according to the date on which they become valid, click the calendar button and use the calendar control to select the relevant date.

Validity End Date

Date after which the agreement expires. To search for agreements according to the date on which they expire, click the calendar button and use the calendar control to select the relevant date.

Agreement Name

Name of the agreement. To find an agreement by name, type the relevant agreement name in this field.

Hierarchy Level

Agreement hierarchy level to which an agreement is assigned. To search for agreements assigned to a specific level of the agreement hierarchy, select the relevant hierarchy level in this field.

Hierarchy Value

Agreement hierarchy value to which an agreement is assigned at the agreement hierarchy level, as selected in the Hierarchy Level field. To search for agreements assigned to a specific hierarchy value, click the assign button and use the Search Hierarchy dialog box to select the relevant hierarchy value.

Note that this field is enabled only if an option is selected in the Hierarchy Level field.

Hierarchy Group

Where Hierarchy Group has been configured in Maintenance > Hierarchy > Country > Hierarchy Group and Rates & Rules > Maintenance > Hierarchy, use this field to search agreements by a Hierarchy Group.

Country

Country to which the agreement belongs for the purposes of system maintenance. To search for agreements belonging to a specific county, select the relevant country in this field.

Status

Status of the agreement. This defaults to Any Status, thereby allowing you to search for agreements that are in the Released or Pending statuses. To search for only those pay agreements that have been released, select the Released option. To search for only those agreements that have been created but are yet to be released, select the Pending option.

Bill Rate Type

Type of bill rate that applies to the agreement. This defaults to Any Bill Rate Type, thereby allowing you to search for manual and rate based agreements. To search for manual agreements only, select Manual. To search for rate-based agreements only, select Rates.

3.

Click Search.

The agreement(s) matching the search criteria you specified are listed in the grid within the screen. The list is empty if no existing agreements match the criteria you specified.