Search Options

How to Review Sales and Payment Records using the Search Screen:

1. Provide inputs in the relevant data fields to set up a search.
2. Use the Show History or Search buttons to return search results.
   1. Show History: this option will populate all actions related to a reporting period, and is best used to research or dive deeper into the data. For example, if a reporting period had multiple resubmissions, all submission actions will be returned in the results in multiple rows, all showing the same Reporting Period Ending.

      

   2. Search: this option will only populate the last action related to the reporting period, and is best used for a quick glance at a reporting period’s status.

      

3. Select the radio button on the left side of the search results table for the record that requires further review. Upon selection of a record, the system will provide two buttons beneath the search results table: View Sales Data and View Payments.

   

4. To view the sales data for a chosen record, select the View Sales Data button. The system will redirect to the View Sales Data screen and the sales data may be reviewed in detail.

   

5. To view the payment data for a chosen record, select the View Payments button. The system will redirect to the View Payments screen and the payment history may be reviewed in detail.

   

6. To review detailed transaction history for a payment, select the hyperlinked date within the Quarter Ending column.