Use the Set Current Debtor Search Criteria window to search for existing debtors. Enter the information you have about the debtor, then click to search.
See Searching in the Introduction manual for details on how to use the search tools.
Note: If the debtor is not found, click to add a new debtor from this window. See Creating new debtors.
...
Set Debtor Search Criteria window fields and buttons
Debtor area fields
Field | Description |
---|---|
Surname | Search by debtor's surname or company name. |
Preferred | Search by debtor's preferred name. |
ID | Search by debtor's Synergetic ID number. |
Statement Group | Search by debtor's statement group. See luDebtorStatementGroup lookup table in the Synergetic Finance manual. |
Concession Fee Code | Search by concession fee code. See the luDebtorConcessionType lookup table in the Synergetic Finance manual. |
Show Debtors With Any Concessions | Restrict the search to debtors with any concessions. |
Arrangement Code | Search by arrangement code. See the luDebtorArrangement lookup table in the Synergetic Finance manual. |
Show Debtors With Any Arrangements | Restrict the search to debtors with any arrangements. |
Arrangement Frequency | Search by arrangement payment frequency. |
Follow up Date On or Before | Search by debtor's follow up date. |
Active Debtor | Restrict the search to active or inactive debtors. |
Sub Ledger | Search by debtor sub ledger code. See Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab in the Synergetic Finance manual. |
Student area fields
Field | Description |
---|---|
Surname | Search for debtors by student's surname or company name. |
Preferred | Search for debtors by student's preferred name. |
ID | Search for debtors by student's Synergetic ID number. |
Buttons
Button | Description |
---|---|
Add a new student to this window. See Creating new debtors. | |
Launch a Custom Search form to search using custom criteria. See Using custom search forms in the Introduction manual. |
...