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EEBI: Fluid eBill Payment Account Summary Tile And Page Show No Data Found If Payment Method Is Direct Debit (Doc ID 2758770.1)

Last updated on MARCH 09, 2021

Applies to:

PeopleSoft Enterprise SCM eBill Payment - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms


When using the eBill Payment functionality, it has been detected that the Fluid Account Summary page (EB_ACTG_SUMRY_FL) is showing all blank, with no transaction data to display, if the selected Customer only has Invoices with Payment Method of Direct Debit. The below issues were identified:

    - The Fluid Account Summary Tile at the eBill Payment Fluid Homepage/Dashboard level shows a count of 0, when outstanding Invoices exist for this Customer
    - Once at the Account Summary page, the Balance section shows a "No Data Found" message, while outstanding Invoices exist for this Customer
    - Also at the Account Summary page, the Recent Invoices section displays again a "No Data Found" message, while outstanding Invoices exist for this Customer
    - The Aging Information chart section is also containing no data for the display

The eBill Payment Account Balance page in Online Classic format is properly showing all detailed information for the selected Customer though.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application EMPLOYEE Portal as a Receivables User
    2.- Define a new Customer ID, with a MICR Information, and a Payment Method of Direct Debit, while linking it to a new Customer Contact
    3.- Create multiple Pending Item Groups for this one new Customer, and ensure the several Items contain a Payment Method of Direct Debit
    4.- Set those Pending Item Groups to a Post Action of Batch Standard
    5.- Launch AR Update for the Business Unit involved, and the Pending Transactions option selected
    6.- Confirm that the new Customer ID has in its Customer Account several outstanding Items
    7.- Launch the Credit Direct Debits program, to process only one of those Items
    8.- Ensure that the new Direct Debit Worksheet contains one of the Items for this Customer, and that the Direct Debit ID is in Remitted status
    9.- Launch AR Update for the Business Unit involved, and the Direct Debits option selected
    10.- Confirm that the selected Item is now paid and closed through Direct Debit, while the remaining Items are still outstanding
    11.- Launch the Create EFT process to bring the Direct Debit information to Financial Gateway
    12.- Dispatch the Direct Debit Payment in Financial Gateway
    13.- Log into the FSCM Online Application CUSTOMER Portal as an eBill Payment Customer Contact User
    14.- Go to the eBill Payment Fluid Homepage
    15.- ISSUE: Notice that the count at the Account Summary Tile is 0, which is not correct
    16.- Click on the Account Summary Tile
    17.- ISSUE: At the Fluid Account Summary page, confirm that the Balance, Recent Invoices, and Aging Information sections are all blank with "No Data Found"

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps PDF Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

Customer Contacts are third-party Users accessing the CUSTOMER Portal from the Company, and the Fluid Account Summary page and functionality is useless, as it is not showing the correct information of the selected Customer. This is misleading, and confusing to such Users.

While Direct Debit Items may generally not be able to get selected in the Payment Cart feature of the eBill Payment module, such transactions should still be eligible for display, and counted in the calculations, when reviewing the Customer's Account Balance, Recent Invoices, Aging Information, Recent Payments, and alike. This is working fine in Account Balance Online Classic, and so should be the case when Users access the same information through the Fluid Account Summary.

NOTE: In the images/screenshots/examples mentioned and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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