Description
This page allows you to search for payments received by the organization. A payment received is an amount of money received by the organization and recorded on the system.
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Fields
Search Criteria
LabelTypeDescriptionMandatory
Reference NumberALTERNATE_IDReference number of the participant who made the payment.No
AmountCURAM_AMOUNTMonetary amount of payment received.No
Receipt MethodMETHOD_OF_RECEIPT_CODEMethod of payment received, e.g. check or cash.No
Received Date FromCURAM_DATEDate from which the payment received is valid. No
Received Date ToCURAM_DATEDate to which the payment received is valid.No
Processed DateCURAM_DATEDate on which the payment received is effective.No
Search Results
LabelTypeDescriptionMandatory
Issuer NameISSUER_NAMEName of the issuer of the payment received. By default, the issuer name is the name of the registered person or employer the payment is in respect of.No
Client NameISSUER_NAMEThe name of the registered person or employer the payment is in respect of.No
Receipt MethodMETHOD_OF_RECEIPT_CODEMethod of payment received, e.g. check or cash.No
Received DateCURAM_DATEDate on which the payment was received.No
AmountCURAM_AMOUNTMonetary amount of payment received.No
UnallocatedCURAM_AMOUNTMonetary amount of the payment received which has not yet been allocated or refunded.No
Links and Actions
Page Level Actions
LabelDescription
ResetYou can press the Reset button to reset the search criteria fields and enter new details.
SearchOnce you have entered some or all of the search criteria, you can press the Search button to search for payments received that meet the search criteria. Payments received that meet the search criteria are displayed on the Search Results list.
Row Level Actions for: Search Results
LabelDescription
AllocateThe Allocate action allows you to allocate some or all of the payment received to a liability.
RefundThe Refund action allows you to refund some or all of the payment received back to the client.
ReverseThe Reverse action allows you to reverse the payment received.
Expanded Row for: Search Results
LabelDescription
Link
Messages
When page is loaded
None
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1n record(s) were found.LinkNo
Additional search criteria must be entered.LinkNo
Address header information is missing or invalid.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
If a received date from is entered a received date to must be entered.LinkNo
If a received date to is entered a received date from must be entered.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Invalid Currency Exchange Rate value %1s for Currency type %2s.LinkNo
More than one unallocated InstructionLineItems exists for the Payment Received with finInstructionID %1s.LinkNo
No details exist for the specified financial instruction %1s.LinkNo
The login ID %1s does not map to a user name.LinkNo
The method of payment type %1s is not supported and cannot exist as an instrument type on the system.LinkNo
There is no instruction associated with this line item as it is yet to be processed.LinkNo
You must specify some search criteria.LinkNo
Related Entities
Technical Information
Page IDFinancial_paymentReceivedSearch
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Financials\Payment Received\Search\Financial_paymentReceivedSearch.uim
Page Load Interface
Page Submit InterfaceFinancial.searchForPaymentReceivedWithIndicators
Linked From PagesCúram Financials (Financial_home), Financial_paymentReceivedSearch