Name

Viewing Payment Activity

Feature Area

Payment.

Description

Lets a user view transactional history for their associated billing accounts.

Primary User

B2B user, CSR User

Trigger

The user clicks the Payments tab and the Payment Activity menu option.

Standard Features

• Edit or cancel a scheduled payment.
• Sorting and Paging.
• Search or Filter (Search for a payment, or filter by type, account, status, or date range).

Page Content - Payment Activity Page

• Modules:
  • Search By
  • List of Payment Transactions (Number of Items)

Search By Module:

• Prompts:
  • Account Number
  • Payment Type (All, CSR Updated, Recurring, One-Time, CSR Initiated. Web services can also pass in the following payment types: Mail In, Lock box, Kiosk, and Via Phone)
  • Status (All, Canceled, Failed, Failed Authorization, Paid, Processed, Returned, Scheduled)
  • Payment Transactions (From and To date fields with pop-up calendars)
• Button - View

List of Payment Transactions (Number of Items) Module:

• Columns:
  • Billing Account
  • Payment Type
  • Amount (Currency Code)
  • Status
  • Payment Scheduled Date
  • Payment Transaction Date
  • Actions (Not available for payment transactions from an external source using Web services.)
    • Edit. Edit scheduled payments
    • Cancel. Cancel scheduled payments
    • View Details. View transaction details for initiated payments.

Page Content - Payment Details Page

Payment Details Page:

• Modules:
  • Payment Information
  • (Number of Items)

Payment Information Module:

• Data:
  • Account Number
  • Payment Type
  • Payment Scheduled Date
  • Payment Transaction Date
  • Payment Amount
  • Payment Account
  • Status
  • Date Created
  • Date Modified

(Number of Items) Module:

• Button - Back
• Columns:
  • Account
  • Statement Date
  • Statement Number
  • Amount Due
  • Due Date
  • Amount Paid

Page Content - Edit One-Time Payment Page

Edit One-Time Payment Page:

• Modules:
  • Edit One-Time Payment
  • Accounts Selected for Payment (Number of Items)

Edit One-Time Payment Module:

• Buttons:
  • Submit
  • Cancel
• Prompt: Payment Date (with popup calendar)

Accounts Selected for Payment (Number of Items) Module:

• Data:
  • Account Number
  • Payment Account
  • Due Date
  • Amount Due (Currency Code)
  • Payment Date
  • Total (payment amount total)
• Prompt: Payment Amount (Displays editable amount)
• Text:
  • Total
  • *Required Fields

Page Content - Confirm One-Time Payment Page

Modules:

• Payment Date
• Accounts Selected for Payment (Number of Items)

Payment Date Module:

• Buttons:
  • Submit
  • Cancel
• Data: Payment Date

Accounts Selected for Payment (Number of Items) Module:

• Buttons:
  • Submit
  • Cancel
• Data:
  • Account Number
  • Payment Account
  • Due Date
  • Amount Due (Currency Code)
  • Payment Amount (Currency Code)
  • Total (of payment amounts)
• Text: Total

Page Content - Manage One-Time Payment Page

• Button: Back
• Text: Success Message
  Your selected billing account is updated successfully.

Page Content - Cancel One-Time Payment Page

Cancel One-Time Payment Page:

• Modules:
  • Cancel One-Time Payment
  • Payment Information (Number of Items)

Cancel One-Time Payment Module:

• Buttons:
  • Submit
  • Cancel
• Text: You are about to cancel the payment. Do you wish to continue?

Payment Information (Number of Items) Module:

• Columns:
  • Account Number
  • Payment Amount
  • Due Date
  • Amount Due (Currency Code)
  • Payment Date
  • Payment Amount (Currency Code)

Page Content - Cancel Payment Confirmation Page

Cancel Payment Confirmation Page:

• Button: Back
• Text: Your selected payment was canceled successfully.

Configuration Points

• When Web services are configured, payments external to Oracle Self-Service E-Billing are retrieved.
• Configurable values for payment source when A/R reconciliation jobs are set up include: Online Check, Online Credit, Offline Check, and Offline Credit.
• Number of month's history presented.
• Initial sort order for each column (ascending or descending).