Searching for debtors

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.

To open the Set Debtor Search Criteria window:

Select Module > Debtor Maintenance.
The Set Debtor Search Criteria window is displayed.

Tip: You can also access the Set Debtors Search Criteria window by clicking .

Field	Description
Surname	Search by debtor's surname or company name. Tip: You can also enter a debtor's Override Name here.
Preferred	Search by debtor's preferred name.
ID Tagged IDs	Search by debtor's Synergetic ID number. If required, restrict the search to tagged ID numbers.
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.

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.

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.