Bookshelf Home | Contents | Index | PDF     

Application Guide for Oracle Self-Service E-Billing (Business Edition) > Payment Use Cases >

Viewing Payment Activity

A business or consumer user can use this use case to view a list of all payments activity for a configurable time period. Scheduled payments appear in payment activity and can be canceled prior to being processed. Payment activity can be searched or filtered. A business user can view detail for multiple accounts. The user can edit scheduled payments from the Payment Activity view. Table 30 lists and describes the functions.

Table 30. View Payment Activity
Function
Description

Name

View Payment Activity

Feature Area

Payment.

Primary User

Business user or consumer user

Trigger

The user selects the Payments, Payment Activity menu options.

Standard Features
  • Cancel action for scheduled transactions.
  • Sorting and Paging.
  • Search or Filter (Search for a payment, or filter by type, account, status, or date range).

Configuration Points
  • Configurable values for Payment Source when A/R reconciliation jobs are setup 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).

Available Actions

View Details provides information for payment transactions that have been processed. Scheduled payments can be Edited or Cancelled.

Bank Account Payment Transaction Status

The following is a list of the possible transaction status values for payments made using bank (checking) account payment method and a description for each:

  • Scheduled. Oracle Self-Service E-Billing runs the payment job to pick all recurring payments setup.
  • Processed. Oracle Self-Service E-Billing changes the state when check has been processed successfully.
  • Cancelled. Oracle Self-Service E-Billing changes the state when user cancels the payment.
  • Internal Error. Oracle Self-Service E-Billing changes state when a check failed to process due to an internal error.
  • Returned. When a check is returned from ACH.
  • Paid. Oracle Self-Service E-Billing receives a reconciled payment acknowledgement from the A/R system.

Credit Card Payment Transaction Status

The following is a list of the possible transaction status values for payments made using credit card and a description for each:

  • Scheduled. Oracle Self-Service E-Billing runs the payment job to pick all recurring payments setup.
  • Failed Authorization. Oracle Self-Service E-Billing changes the state when the credit card payment information is not authorized.
  • Cancelled. Oracle Self-Service E-Billing changes the state when user cancels the payment.
  • Internal Error. Oracle Self-Service E-Billing changes state when a credit card payment failed due to an internal error or network problem.
  • Paid. Oracle Self-Service E-Billing receives a reconciled payment acknowledgement from the A/R system.

Main Path for Viewing Payment Activity

The following path describes viewing payment activity:

  1. The user selects the Payment Activity operation.
  2. Oracle Self-Service E-Billing displays Payment Activity Screen that shows the scheduled one-time and recurring payments and historic payment information including the current status. Payments are displayed at the Payment level.
  3. The user selects View Details. The following transaction details specific to the payment appear:
    • Payment Initiation (source type): Recurring, One-Time, or CSR Initiated
    • Payment Date
    • Payment Amount
    • Payment Account (Saved Account Name; Credit Card or Bank Account if not saved)
    • Status
    • Status Description (return code description)
    • Date Created (date when the payment was initiated)
  4. The user selects View Details. In addition to TRANSACTION specific details, the following ACCOUNT specific information appears:
    • Account Number
    • Statement Date
    • Due Date

Alternate Paths

Alternate paths can occur in this use case:

  • The user selects details for payment applied to multiple accounts
  • The user can view ACCOUNT specific information for Business payments: Account Number, Statement Date, Due Date, and Amount Applied (for multiple account Business payments).
  • The user selects an Action (Edit or Cancel) on a scheduled recurring payment
The user edits a scheduled payment

The user can edit scheduled payments in the Payment Activity view. In the case of a recurring payment that is scheduled, the user edits the scheduled payment details (not the attributes of the recurring payment). These include the Payment Date and Payment Amount.

In case of multiple accounts grouped in one payment transaction, the user can change the amount for each billing account. When editing a scheduled payment from the Payment Activity view, the user is restricted from adding or removing a billing account from the scheduled payment.

When edited, the date of Last Modified updates with the edit date.

NOTE:  Recurring payments have editing restrictions. Editing the scheduled payment directly in Payment Activity provides greater flexibility for changing the amount and date of a pending payment.

The user cancels a scheduled payment
  1. Oracle Self-Service E-Billing requests confirmation.
  2. The user confirms or cancels the cancel action.
  3. Oracle Self-Service E-Billing displays cancel confirmation.
The user cancels a one-time scheduled payment

Oracle Self-Service E-Billing requests the user to confirm and indicates that the operation will cancel the scheduled payment he or she has selected.

The user invokes the edit operation on a one-time scheduled payment
  1. Oracle Self-Service E-Billing displays the payment details with the editable fields.
  2. User edits the payment date and amount, and submits the form.
    
Application Guide for Oracle Self-Service E-Billing (Business Edition) Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.