Save a payment rule search

You can save a search to avoid entering the search criteria every time you search for a particular payment rule.

About this task

You can save a search using the Saved Searches button in the Payment Rules Search screen.

Note: * indicates that the field is mandatory.

To save a search:

1. Navigate to the Payment Rules Search screen. To navigate to the Payment Rules Search screen, perform the following steps:
   1. Log in to Sterling™ Business Center as a system administrator or a system setup administrator.
   2. From the System Setup home page, expand the Payments menu, and then click Manage Payment Rules.
   3. The Payment Rules Search screen is displayed. In the Payment Rules Search screen, click Search to view a list of all the available payment rules.
2. Alternatively, enter applicable search criteria and click Search to narrow the search results.
3. From the Saved Searches drop-down menu, select Create Saved Search.
4. The Save Search dialog box is displayed. In the Saved Search Name* field, enter a name for the search that is to be saved.
5. Select the Include in favorite searches check box to mark the saved search as a favorite. Marking a saved search as a favorite enables you to quickly navigate to that saved search from the home page. A maximum of five most recent favorite saved searches are displayed as hyperlinks under the Favorite Searches panel in the home page. You can also access the favorite saved searches using the Favorites menu in the header bar of the home page.
6. Click Save.

   The search is saved. You can use Saved Searches when searching for the particular payment rule.