Scheduled Payment Search
Expand and collapse the following frequently asked questions for more information.
You can search for Scheduled Payments from multiple departments by entering multiple Department Codes into the Department field, separated by commas.
You can also select departments via the Department pick list.
Click the Department pick list icon.
On the Search Department window you can search for and select a single Department.
Select OK after selecting a Department. This populates the Department field on the Scheduled Payment Search page with the department that you selected.
You can add an additional department, by entering a comma after the department code, and then repeat steps 1 through 3 for each department you want to add. Or manually enter the department codes, separated by commas.
After entering all search criteria, select the Search button. Your search will return payments that are in any of the selected departments and that meet all other search criteria.
You can search for Agreements that belong to a specific payment address by populating the Address ID search field. You can manually enter the Address ID; you can also select a valid address via the Address ID pick list.
Click the Address ID pick list icon.
On the Search Address ID window, you can search for and select a single address where the Address Type is Payment.
Select OK after selecting an address. This populates the Address ID field on the Agreement Summary Search page with the address that you selected.
How do I view additional details about a payment?How do I view additional details about a payment?
To view additional information about a payment, select the payment in the search results, then select Related Pages > Details from the three-dot menu in the grid.
How do I view referenced transactions? How do I view referenced transactions?
To view all referenced transactions, select the record in the search results, then select Related Pages > Reference from the three-dot menu. In this situation “referencing” refers to transactions that are part of the same purchasing/payment or grant/payment chain – for example a check references a payment request, and a payment request references a purchase order.
To save, view, or print a PDF version of a payment, select the payment in the search results, then select Related Actions > PDF. The PDF link will give you the option to download and/or open a PDF file that displays all of the information pertaining to the transaction, allowing you to save and/or print the transaction for your records.
To save search results to a CSV (Comma-Separated Value) file, select Download from the Action menu located above the grid. The Download action allows you to save your search results to perform additional analysis outside of the system. The CSV file can then be opened in a separate application (for example, Microsoft Excel) for viewing and analyzing the results.