Self-Service Application Guide for Oracle Billing Insight > Viewing Statement Reports >

Use Case: Viewing a Billing Summary (Business Edition Only)


This use case lets a business user view billing summary information for a selected statement period, including monthly charges, usage charges, credits, other charges, and taxes. Users can expand the report to view billing summary information by account and service number as well as by company.

Main Path for Viewing a Billing Summary

The main path occurs when a user clicks Account Billing Overview on the Dashboard to display the Billing Summary page for the most recent time period.

Alternate Paths for Viewing a Billing Summary

The following alternate paths can occur in this use case:

  • A user clicks Statement, then Billing Summary.
  • A user clicks the View Statement quick link.
Billing Summary Page Elements

Table 24 describes the elements of this page.

Table 24. Billing Summary Page Elements
Page Element
Description

Page Title Text

Billing Summary

Prompt Module

This module displays the following elements:

  • Text: Select Period
  • Text and drop-down list: From List
  • Text and drop-down list: To List
  • Button: View
    Action: Displays the selected report.
  • Button: Pay Now
    Action: Displays the Make a One-Time Payment page. For details, see Make a One-Time Payment Page Elements.

Report Details Module

This module displays the following elements:

  • Column headings:
    • Text: Type
    • Text: Number
    • Text: Description
    • Text and data: Monthly Charges (Currency)
    • Text and data: Usage Charges (Currency)
    • Text and data: Credits (Currency)
    • Text and data: Other Charges (Currency)
    • Text and data: Taxes (Currency)
    • Text and data: Total (Currency)
    • Icon: Report
  • Column content:
    • Button: Expand or contract list
    • Icon: Company, account, or service number icon
    • Data: Line aggregation type (Company, Account, or Service)
    • Data and link: Account or service number
      Link target: Account number links display the Statement Summary page. For details, see Statement Summary Page Elements. Service number links display the Service Summary page. For details, see Service Summary Page Elements.
    • Data: Line description: The name of the company, description of the account charges, or the name associated with the service number.
    • Data: Monthly charges
    • Data: Usage charges
    • Data: Credits charges
    • Data: Other charges

Report Details Module, continued

  • Content of the total row:
    • Text: Total
    • Data: Total monthly charges
    • Data: Total usage charges
    • Data: Total credits charges
    • Data: Total other charges
    • Data: Total taxes
    • Data: Total report charges
    • Icon and link: Report
      Link target: Displays the Group or Service Spending Trend Reports page. For details, see Group or Service Spending Trend Reports Page Elements.
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