Payment - Pay Segments
You can use this page to view all or selected payment segments linked to a payment.
Open and navigate to the Payment Segments page to view this information.
Most payments are maintained using the Payment Event page. The transaction described below is typically only used to view a payment's payment segments.
If the payment has more than 25 payment segments, the search criteria are intentionally left blank in order to avoid retrieving all payment segments (with the resultant slow response times). You must therefore use the SA Filter to define the type of payment segments that should be retrieved. See the Description of page below for more information about this page's search criteria.
Description of page
Payment Info contains a concatenation of important information about the payment.
Payment ID is the system-assigned unique identifier of the payment.
Payment Event ID is the system-assigned unique identifier of the payment event. The adjacent info contains a concatenation of the payment date, amount, and the name of the main customer on the account that remits the event's tender. If multiple tenders exist, the customer's name is not displayed. A warning may also be displayed. The possible warnings are Unfrozen Payments and The Payment Event is unbalanced.
Payment(s) contains the total number and value of payments linked to the payment event.
Tender(s) contains the total number and value of tenders linked to the payment event.
If the payment has more than 25 payment segments, the search criteria are intentionally left blank in order to avoid retrieving all payment segments (with the resultant slow response times). You must therefore use the SA Filter to define the type of payment segments that should be retrieved.
Use the SA Filter to define the types of service agreements whose payment segments appear in the grid. The following options are available:
- Address. Use this option to restrict payment segments to those whose service agreements are linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
- All. Use this option if you do not wish to restrict payment segments based on service agreement attributes.
- Geographic Type. Use this option to restrict payment segments to those whose service agreements are linked to service points associated with a given Geographic Type and Geographic Value.
- SA Type. Use this option to restrict payment segments to those whose service agreements are linked to a given CIS Division and SA Type.
Don't forget to click the search button after changing the SA Filter.
The grid that follows contains the payment segments that match your search criteria. The following information appears in the grid:
- The Premise column contains the characteristic premise associated with the payment segment's service agreement. Refer to Maintaining Premises for more information about this premise.
- Click the go to button to transfer to view the financial transaction related to the payment segment. This is only available after the payment has been frozen.
- SA Information contains summary information about the service agreement.
- Distributed Amt is the amount of the service agreement's debt relieved by the distribution.
- Adjustment ID is displayed if there is an adjustment associated with the payment. Refer to Loan Overpayments for an example of when an adjustment is associated with a payment.
The following information appears at the bottom of the page:
- Payment Amount is the amount of the payment.
- Distributed Amount is the sum of the payment segments linked to the payment.
- The Difference between the Payment Amount and the Distributed Amount appears if it is non-zero.
- Billed Amount is the amount of the bill preceding the payment date.
- Delinquent Amount is the amount of the customer's debt that was due on / before the prior bill's due date.
- Current Balance is the account's current balance.