Party wise Payee Maintenance Report provides summary of account and draft payees maintained under a specific party ID. Administrator has to provide a party ID for which Party wise Payee Maintenance Report is to be generated.
Further, user has to select a format in which the report needs to be generated.
How to reach here:
Administration Dashboard > Toggle menu > Reports > Report Generation
To generate the party wise payee maintenance report:
Field Name |
Description |
---|---|
Report |
The type of report to be generated. |
Report Format |
The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are:
The options with Internal Reporting Application are:
|
Frequency |
The frequency at which the reports are generated. The options are:
|
Party ID |
The Id of party for whom the report is to be generated. |
Note: You can also download the requested report from Administration Dashboard > Report > My Reports .
For reference, a specimen of the report generated is given below:
Field Name |
Description |
---|---|
Report Parameters |
|
Party ID |
The Id of party for whom the report is to be generated. |
Party Name |
The name of the party for whom the report is to be generated. |
Report Parameters Below field appears for Account type payee |
|
Name |
Name of the Payee for identification. |
Account Type |
The account type. |
Account Details |
The account details. |
Nickname |
Account nickname to identify the account. |
Created By |
Name of the payee creator. |
Access Type |
The access type. |
Report Parameters Below field appears for Demand Draft type payee |
|
Payee Name |
Name of the Payee for identification. |
Draft Type |
Type of draft associated with the Payee. |
Draft Favouring |
Name of the payee of the draft. |
Created By |
Name of the payee creator. |
Access Type |
The access type. |