22.4.1 Party wise Payee Maintenance Report– Adhoc Reports

This topic provides the systematic instructions to the user for generating the Party wise Payee Maintenance Report– Adhoc Reports ad-hoc reports, which are created on demand or upon request.

Adhoc reports can be viewed using My Reports screen.

To generate the Party wise Payee Maintenance adhoc report:

1. In the Report Generation screen, click the Adhoc tab.
   The adhoc report generation screen appears.
2. From the Report Name list, select the desired report which is to be generated.
   The receptive report generation screen appears.
3. From the Report Format list, select the desired report format for generated report.
4. Perform one of the following actions:
   • Click Generate Report to view and generate the report.
   • Click Cancel to cancel the transaction.
   • Click Clear to reset the search parameters.

   Figure 22-13 Party wise Payee Maintenance - Adhoc Reports

   
   

   
   Description of "Figure 22-13 Party wise Payee Maintenance - Adhoc Reports"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 22-10 Party wise Payee Maintenance - Adhoc Reports- Field Description

   Field Name	Description
   Report Name	The type of report to be generated.
   User Names	The active users of party mapped to whom the adhoc report to be sent via their registered email IDs.
   Report Format	The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are: PDF The options with Internal Reporting Application are: PDF
   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.

   The success message along with the reference number, status and Report Request Id appears.

5. Perform one of the following actions:
   • Click OK to close the screen and navigate to the dashboard.
   • Click on the View Reports link to download the report.

     The user is directed to the My Reports screen. The list of reports appears.

   • Click Generate another report to generate another report.

   A report will be generated in the format specified at the time of scheduling or generating an adhoc report.

   Note:

   You can also download the requested report from Administrator Dashboard, click Toggle Menu, then click Reports, and then click My Reports

   Figure 22-14 For reference, a specimen of the report generated is given below

   
   

   
   Description of "Figure 22-14 For reference, a specimen of the report generated is given below"

   
   

   Table 22-11 Party wise Payee Maintenance- Generated Specimen Report - Field Description

   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
   Payee Biller 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 Biller Name	Name of the Payee for identification.
   Draft Type	Type of draft associated with the Payee.
   Draft Favoring	Name of the payee of the draft.
   Created By	Name of the payee creator.
   Access Type	The access type.