Home > Notifications Reports & Inquiries > Inquiries > Help for This Step > Inquiry - Step 1 > Account Balance Inquiry
ASAP Help
The purpose of this step is to designate inquiry criteria to obtain Account Balance Information on ASAP Account (s).
NOTES:
* at the end of the field name indicates that the field is required.
Drop down lists on this screen have autocomplete functionality. When selected, the drop down list will display all available/applicable values. If a user begins to type a value in the field, the system will take the user to that value in the list. The user must click on the desired item from the list.
1. Select the ALC/Region.
The ALC/Region will auto-populate if user is associated to/affiliated with only one ALC/Region.
2. Select either the Recipient ID or Account ID from the drop down list. User may enter both Recipient ID and Account ID to further filter the inquiry results.
3. Enter one or more of the following optional fields to narrow the list of accounts retrieved in your inquiry.
Account Status: Select one of the options, ALL (default), Open, Closed, Suspended, Liquidated
Requestor ID: drop down list based upon user's organizational affiliations and selections made in ALC/Region, Recipient ID and Account ID fields. If the selections in the ALC/Region, Recipient ID or Account ID fields change, the Requestor ID list will be regenerated and the user must select it again.
As of Date (used to retrieve account balance information as of this date): date may be selected by clicking on the calendar icon or entered in the mm/dd/yyyy format.
4. Indicate the inquiry format by clicking on the desired selection from the drop down box.
Available formats include screen, pdf and csv. See Procedures for more information on these formats.
Click Run Report.