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Self-Service Application Guide for Oracle Billing Insight > Viewing Statement Reports >
Use Case: Viewing a Statement Summary
This use case lets a user view statement summary information for an account, including balances, current charges, payments and adjustments, billing history, and notes. Main Path for Viewing a Statement Summary
The main path occurs when a user clicks Statements, then Summary, to display the Statement Summary page for the most recent statement. In the Consumer Edition, the main path occurs when a user clicks the Account Summary heading link on the Dashboard. Alternate Paths for Viewing a Statement Summary
No alternate paths occur in the Business Edition. In the Consumer Edition, an alternate path occurs when the user clicks the View Statement quick link. Statement Summary Page Elements
Table 26 describes the elements of this page.
Table 26. Statement Summary Page Elements
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Page Title Text |
Statement Summary |
Prompt Module |
This module displays the following elements:
- Text and data: Account Number Account Number
- Text and drop-down list: Statement Date List
- Text and data: Statement Number Statement Number
- Button: Pay Now
Action: Displays the Make a One-Time Payment page. For details, see Make a One-Time Payment Page Elements.
- Button: View
Action: Displays the selected report.
- Download and printer-friendly elements
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Account Summary Module |
This module displays the following elements:
- Module title text: Account Summary
- Text and link: Previous Balance
Link target: Displays the Statement Summary page for the previous month's statement.
- Data: Previous Balance Amount
- Text and data: Payments Posted - Thank You Amount
- Text and data: Total Adjustments Amount
- Text and data: Balance Forward Due Immediately Amount
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Current Charges Module |
This module displays the following elements:
- Module title text: Current Charges
- Text and data: Monthly Charges Amount
- Text and data: Usage Charges Amount
- Text and data: Credits Amount
- Text and data: Other Charges Amount
- Text and data: Taxes Amount
- Text and data links: Total Current Charges Due by Date Amount
Link target: Displays the Account Summary page. For details, see Account Summary Page Elements.
- Text and data: Total Account Charges Amount
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Payments Module |
This module displays the following elements:
- Module title text and data: Payments (Number items)
- Data, for each payment: Payment Transaction Description and Amount
- Text and data: Total Payments Amount
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Adjustments Module |
This module displays the following elements:
- Module title text and data: Adjustments (Number items)
- Data, for each adjustment: Adjustment Transaction Description and Amount
- Text and data: Total Adjustments Amount
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Notes Module |
This module displays the following elements:
- Module title text and data: Notes (Number items)
- Data, for each note: Note text
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Billing History Module |
This module displays the following elements:
- Module title text: Billing History
- Bar chart: Shows dollars billed for the three most recent monthly billing periods. A red bar indicates that the value is greater than the standard deviation.
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