Name

Viewing the Statement Summary

Feature Area

Statement

Description

Displays the user's latest utility statement upon logging in to Oracle Self-Service E-Billing.

Primary Users

Consumer and CSR users

Triggers

• The user logs in to Oracle Self-Service E-Billing and the Statement Summary appears.
• The user clicks the Statements tab.
• The user clicks the Statement Summary menu option from within the Statements tab.

Active Hyperlinks (Breadcrumbs)

Statements - Redisplays the Statement Summary page.

Page Content - Statement Summary Page

Statement Summary Page

Modules:

• Search
• Account Summary
• Payment Summary
• Account Charges
• Summary of Current Charges
• Account Adjustments
• Billing History
• Analysis of Current Statement
• Consumption History
• Notes

Search Module

• Buttons:
  • Go
  • Pay Now
• Prompts:
  • Account Number
  • Statement Date

Account Summary Module

• Data:
  • Previous Balance (Active link to the previous month's statement)
  • Payment Received
  • Current Charges
  • Adjustments
  • Total Account Charges
  • Total Amount Due On
  • Total amount due (No label)

Page Content - Statement Summary Page, continued

Payment Summary Module

• Columns:
  • Date (No label)
  • Amount (No label)
• Data: Last Payment Received Amount

Account Charges Module

• Data:
  • List of Account Charges (No label)
  • Total Account Charges

Summary of Current Charges Module

• Columns:
  • Service type: Miscellaneous, Cable, Electric, Gas, Water, or Waste Water. All service types (except Miscellaneous) are active links that display the Usage Detail page where the particular usage type details are displayed by Premise ID.
  • Amount
• Data: Total Charges for This Period

Account Adjustments Module:

• Columns:
  • Description of Adjustment (No label)
  • Amount (No label)
• Data: Total Adjustments

Billing History Module:

• Chart: Bar graph showing current charges for the past three months.

Page Content - Statement Summary Page, continued

Analysis of Current Statement Module (Displays only if there are multiple service types for the account):

• Data: Service Address
• Chart: Pie chart of services
• Active Link: View Details link displays the Usage Detail page for the service address.

Consumption History Module (Displays only if there is more than one month's worth of data available):

• Radio button row (If there are multiple service types for the account.)
• Text: Service Type (If there is only one service type for the account.)
• Data: Service Type Description
• Graph: Bar graph showing total consumption by the account for the past 13 months.

Notes Module

• Text: Please call (800) 192-9111 if you have any questions about your rate

Standard Features

• Printer-Friendly view
• Download CSV, PDF, or XML

Main Path

The user logs in to Oracle Self-Service E-Billing.

Alternate Paths

The user selects a different account number from a list and clicks Go.

Oracle Self-Service E-Billing displays the Statement Summary for the selected account for the current period.

The user selects a different statement period and clicks Go.

Oracle Self-Service E-Billing displays the Statement Summary for the current account for the selected period.

The user clicks the Previous Balance link.

Oracle Self-Service E-Billing displays the previous period Statement Summary for the current account.

The user clicks a service type link in the Summary of Current Charges module.

Oracle Self-Service E-Billing displays the Usage Details page.

The user clicks the Pay Now button.

Oracle Self-Service E-Billing displays the One-Time Payment page.

The user selects a download format and clicks Go.

Oracle Self-Service E-Billing downloads the bill summary only (the first page of the bill) in the selected format (PDF, XML, or CSV).

The user clicks the Printer Friendly link.

Oracle Self-Service E-Billing displays the Print - Statement Summary window and the Windows Print dialog.

Exceptions

Oracle Self-Service E-Billing invokes the Error Message use case.