|
Self-Service Application Guide for Oracle Billing Insight > Making and Managing Payments >
Use Case: Creating a Recurring Payment
This use case lets a user set up recurring payments for one or more billing accounts using a saved payment account. A recurring payment is an automatic payment made on a chosen transfer date, for a chosen amount type (total, total with threshold, or a fixed amount), and for a selected effective period. Main Path for Creating a Recurring Payment
The main path occurs when a user clicks Create Recurring Payment on the Recurring Payment page. Alternate Paths for Creating a Recurring Payment
No alternate paths occur in this use case. Create Recurring Payment Page Elements
Table 89 describes the elements of this page.
Table 89. Create Recurring Payment Page Elements
|
|
Page Title |
Create Recurring Payment |
Search Billing Accounts Module |
This module displays the following elements:
- Module title text: Search Billing Accounts
- Text: *To filter the list of billing accounts below you can either provide a billing account number (wildcards are accepted) or a statement due-by date.
- Text and blank field for data entry: Billing Accounts Field
- Text and blank field for data entry: Statement Due By Field
- Icon and link: Calendar
Link target: Popup Calendar Selector
- Button: Submit
Action: Searches for the account.
|
Select Billing Accounts Module |
This module displays the following elements:
- Module title text and data: Select Billing Accounts (Number Item(s))
- Column titles:
- Column selection radio button
- Text and sorting link: Billing Account
- Text, data, and sorting link: Statement Date
- Text, data, and sorting link: Statement Amount Due (Currency)
- Text, data, and sorting link: Statement Due Date
- Column content:
- Radio button
- Data: Account number
- Data: Statement date
- Data: Statement amount due
- Data: Statement due date
- Button: Next
Action: Displays the next modules for the page.
- Button: Back
Action: Displays the Recurring Payment page. For details, see Recurring Payment Page Elements.
|
Billing Account Module |
This module displays the following elements:
- Page title text: Select a Payment Account
- Module title text: Billing Account
- Text and data: Billing Account Number Account number
|
Select a Payment Account Module |
This module displays the following elements:
- Module title text: Select a Payment Account
- Text: Select a payment account for the recurring payment transactions.
- Radio button, text, and drop-down list: Button Select a Payment Account List
- Text and link: Create a New Payment Account
Link target: Displays the Create a Payment Account page. For details, see Create a Payment Account Page Elements.
- Button: Next
Action: Displays the next set of page modules.
- Button: Back
Action: Displays the Search Billing Accounts module.
|
Warning Message Module |
This module displays the following elements:
- Module title: Select Billing Accounts
- Text: Warning Message
The recurring payment will be effective starting at the beginning of the next billing cycle. Pay the total amount due on your current bill by making a One-Time Payment.
- Button: Next
Action: Displays the Confirm Recurring Payment page. For details, see Confirm Recurring Payment Page Elements.
- Button: Back
Action: Displays the Search Billing Accounts module.
|
Select a Payment Amount Type |
This module displays the following elements:
- Module title text: Select a Payment Amount Type
- Radio button and text: Button Total Amount Due
- Radio button, text, data, and blank field for data entry: Button Total Amount Due With a Threshold Currency Field
- Text: (You will be notified by e-mail if Amount Due exceeds the threshold.)
- Radio button, text, data, and blank field for data entry: Button Fixed Amount Currency Field
|
Select a Payment Transfer Date Module |
This module displays the following elements:
- Module title text: Select a Payment Transfer Date
- Radio button, text, and blank field for data entry: Button Number of days Before due date Field
- Text: (Enter a valid number of days between 0 and 30.)
- Radio button, text, and drop-down list: Button Day of the month List
|
Select Effective Period Module |
This module displays the following elements:
- Module title text: Select Effective Period
- Radio button and text: Button Until Canceled
- Radio button, text, and blank field for data entry: Button Total number of payments Field
- Radio button, text, and blank field for data entry: Button Until Date Field
- Icon and link: Calendar
Link target: Popup Calendar Selector
|
Confirm Recurring Payment Page Elements
Table 90 describes the elements of this page.
Table 90. Confirm Recurring Payment Page Elements
|
|
Page Title |
Confirm Recurring Payment |
Selected Billing Accounts Module |
This module displays the following elements:
- Module title text: Selected Billing Accounts
- Text and data: Account Number Account number
- Button: Submit
Action: Displays the Recurring Payment page with a success message. For details, see Recurring Payment Page Elements.
- Button: Cancel
Action: Cancels the action.
|
Recurring Payment Summary Module |
This module displays the following elements:
- Module title text: Recurring Payment Summary
- Text and data: From Payment Account Account name
- Text and data: Account Type Type
- Text and data: Payment Interval Payment interval
- Text and data: Effective Period Effective period
|
Confirm Recurring Payment Module (After editing an existing recurring payment) |
This module displays the following elements:
- Module title text: Confirm Recurring Payment
- Text and data: Billing Account Billing account
- Text and data: Account Type Type
- Text and data: Effective Period Effective period
- Text and data: From Payment Account Payment account
- Text and data: Payment Date Option Payment date option
- Button: Submit
Action: Displays the Recurring Payment page. For details, see Recurring Payment Page Elements.
- Button: Cancel
Action: Cancels the action.
|
|
