Table 26. Viewing Payment Activity
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|
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:
- 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:
|
Page Content - Confirm One-Time Payment Page |
Modules:
- Payment Date
- Accounts Selected for Payment (Number of Items)
Payment Date Module:
- Buttons:
- Data: Payment Date
Accounts Selected for Payment (Number of Items) Module:
- Buttons:
- 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:
- 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).
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