Assisted Service Application Guide for Oracle Billing Insight > Enterprise Metric Reports >

Use Case: Viewing the Payment Transactions Report


This use case lets a Merchant user view the Payment Transactions report, which shows a status summary for payments, including successful, processing, and failed payments for the selected report period in both graphical bar chart and report formats.

Main Path for Viewing the Payment Transactions Report

The main path occurs when a Merchant clicks the Reports option on the Main Menu, then clicks the Payment Metrics to display the Payment Transactions page.

Alternate Paths for Viewing the Payment Transactions Report

The following alternate paths can occurs in this use case:

  • A user clicks the Payment Metrics tab.
Payment Transactions Page Elements

Table 48 describes the elements of this page.

Table 48. Payment Transactions Page Elements
Page Element
Description

Page Title Text

Payment Transactions

Prompt Module

This module displays the following elements:

  • Text and drop-down list: Report Period List
  • Button: Submit
    Action: Displays the selected report.
  • Download and printer-friendly elements

Payment Status Module

This module displays the following elements:

  • Module title text: Payment Status
  • Graphical pie chart: Shows the total number of payments with each status (successful, processing, and failed) for the selected report period.

Transaction Totals Module

This module displays the following elements:

  • Module title text and data: Transaction Totals (Number Item(s))
  • Graphical bar chart: Shows transaction amounts for each day or month in the selected period.

Report Details Module

This module displays the following elements:

  • Column titles:
    • Text: Number of Payments
    • Text and data: Amount (Currency)
  • Column content:

Payment Transactions Processing Page Elements

Table 51 describes the elements of this page.

Table 49. Payment Transactions Processing Page Elements
Page Element
Description

Page Title Text

Payment Transactions Processing

Prompt Module

This module displays the following elements:

  • Download and printer-friendly elements

Search Payment Transactions Processing Module

This module displays the following elements:

  • Module title text: Payment Transactions Processing
  • Text and drop-down list: Payment Type List
  • Text and blank field for data entry: Billing Account Number Field
  • Button: View
    Action: Displays the report for the selected criteria.

List of Payment Transactions Processing Module

This module displays the following elements:

  • Module title text: List of Payment Transactions Processing (Number Item(s))
  • Column titles:
    • Text and sorting link: Billing Account Number
    • Text and sorting link: Payment Type
    • Text and sorting link: Payment Account
  • Column content:
    • Data: Billing account number
    • Data: Payment type
    • Data: Payment Account
  • Content of the total row:
    • Text: Total
    • Data: Currency Total payment amount

Successful Payment Transactions Page Elements

Table 50 describes the elements of this page.

Table 50. Successful Payment Transactions Page Elements
Page Element
Description

Page Title Text

Successful Payment Transactions

Prompt Module

This module displays the following elements:

  • Download and printer-friendly elements

Search Successful Payments Module

This module displays the following elements:

  • Module title text: Search Successful Payments
  • Text and drop-down list: Payment Type List
  • Text and blank field for data entry: Billing Account Number Field
  • Text and blank field for data entry: Payment Transactions From Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Text and blank field for data entry: To Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Button: View
    Action: Displays the report for the selected criteria.

List of Successful Payment Transactions Module

This module displays the following elements:

  • Module title text: List of Successful Payment Transactions (Number Item(s))
  • Column titles:
    • Text and sorting link: Payment Txn Number
    • Text and sorting link: Payment Txn Date
    • Text and sorting link: Payment Type
    • Text and sorting link: Billing Account Number
    • Text and sorting link: Payment Amount (Currency)
  • Column content:
    • Data: Payment transaction number
    • Data: Payment transaction date
    • Data: Payment type
    • Data: Billing account number
    • Data: (Currency) Payment amount
  • Content of the total row:
    • Text: Total
    • Data: Currency Total payment amount

Failed Payment Transactions Page Elements

Table 51 describes the elements of this page.

Table 51. Failed Payment Transactions Page Elements
Page Element
Description

Page Title Text

Failed Payment Transactions

Prompt Module

This module displays the following elements:

  • Download and printer-friendly elements

Search Failed Payments Module

This module displays the following elements:

  • Module title text: Search Failed Payments
  • Text and drop-down list: Payment Type List
  • Text and blank field for data entry: Billing Account Number Field
  • Text and blank field for data entry: Payment Transactions From Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Text and blank field for data entry: To Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Button: View
    Action: Displays the report for the selected criteria.

List of Failed Payment Transactions Module

This module displays the following elements:

  • Module title text: List of Failed Payment Transactions (Number Item(s))
  • Column titles:
    • Text and sorting link: Payment Txn Number
    • Text and sorting link: Payment Txn Date
    • Text and sorting link: Payment Type
    • Text and sorting link: Billing Account Number
    • Text and sorting link: Failed Reason
  • Column content:
    • Data: Payment transaction number
    • Data: Payment transaction date
    • Data: Payment transaction number
    • Data: Payment type
    • Data: Billing Account Number
    • Data: Failed reason

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