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The Home Page includes a Search section that you can
use to directly access the eCredit information you need.
You can search by Customer Name, Customer #, Experian
BIN, DUNS #, LINK ID, or Tran #.
To search from the Home Page:
Access the
Home Page by selecting the Home link from the Main menu.
The Home Page screen appears. On the Home
Page, in the Search section, from the drop-down list, select the item
you want to search by. You can select to search by Customer Name, Customer
#, Transaction #, DUNS #, Experian BIN, LINK ID, Primary Invoice # (from
your source system), or Invoice # (from eCredit).
In the text
box, enter the information for the selection you have made using the following
guidelines:
When searching
by Customer Name, you can enter partial information and do not need to
enter % at the end of the entry to find matches that include additional
letters. When entering
the Customer #, Tran #, LINK ID, or DUNS #, you can enter partial information
but you must enter % to indicate that there are missing numbers at the
end of the entry. When searching
by Invoice #, Primary Invoice #, or Payment Ref # you must enter the number
in full. eCredit searches for both open and closed invoices matching the
number you entered.
Click Search.
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If you enter... |
Action... |
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A Customer Name, Customer #, DUNS #, or LINK
ID |
The Search Results section of
the Customer Search screen displays the customers matching the information
you enter. Click the Customer Name link to access the Basic screen for
the customer. |
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An Invoice #, Primary Invoice #, or Payment Ref # |
The Invoice Search List screen appears showing all matches
for the Invoice #, Primary Invoice #, or Payment Ref # you entered. You
can click the Customer Name or Invoice # link in Search Results to access
information about the customer, or details about an open or closed invoice
for the customer.
The Action column provides links for quick access to
information for a customer (boldface font indicates that data is available
for the customer).
To sort the information in a column, click the column
heading. |
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A transaction # |
The Search Results section of the Credit Request Search
screen displays the transactions matching the number you enter. Click
the Tran # to access the credit request details. |
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