Payment Management System
Program Support Center

APEX Manual

Introduction

The purpose of this manual is to provide a high level overview of how to access and run the newly developed Oracle Application Express (APEX) reports in the Payment Management System (PMS).

A few of the current PMS reports have been rewritten using the APEX tools to provide more robust capabilities, such as being able to upload the results of a report to Excel so that the data can be manipulated further to meet specific needs. In some cases, minor adjustments have been made to the newly rewritten reports to lend itself to more of a spreadsheet layout.

There will be a transition period during which the current reports and the newly rewritten reports will be available in the PMS. Users can continue to use both types of reports depending on their needs.


How to Access and Run the PMS APEX Reports

After logging into PMS, using the left side menu, expand the "Inquiry" menu node, then select the subheading "Adhoc Grantee Inquiry".

Screen shot of the PMS Account Inquiries page with the SHL Reports link in the lower right corner highlighted with a red box.

Click on the Grantee Inquiry link displayed on the lower right-hand corner. A new grantee inquiry window will open which looks like below.

Screen shot of the APEX report screen  listing the SHL report link.

Authorization Transaction Inquiry

By default, the Authorization Transaction inquiry will be selected. There are different input criteria which can be used to generate the desired report. Fields marked with red asterisk (*) are required fields. Grantees can run inquiries only for their payee accounts. The input criteria can be different for different inquiries and can be saved for future purposes.

Screen shot of the APEX report screen for an SHL report, showing the report parameter entry area.

The Payee Account field and the Grant Award/Document Number field are both auto-complete fields.

Screen shot of the APEX report screen displaying the SHL report information.

PMS will display an error message when no matching payee account is found.

Screen shot of the APEX report screen displaying the SHL report information.

Enter or select required payee account and then select “Run Inquiry”. The system will display the result set as shown above. By default, Authorizations Transactions inquiry is grouped by Document Number and sorted by Authorization Post Date.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

To download the result set, select Action, and choose the Download option.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

The report can be downloaded in CSV or HTML format.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

To navigate to different result pages, select the right arrow icon displayed on the top right corner of the result grid. It also displays the total number of pages that are generated for the inquiry.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

Searches can be performed using Grant Award / Document Number.

Select the up arrow icon displayed on the Grant Award / Document Number field. You will see all of the documents associated with the payee account.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box. Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

Select the desired document and then select "Run Inquiry".

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

To save the inquiry for future use, ensure the check box next to "Save this inquiry" is checked, and then enter a unique name in the "Inquiry Name" field.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box. Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

The message "Inquiry stored successfully" will be displayed when the inquiry is saved.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

Saved inquiries can be retrieved by selecting the disk icon in the upper right corner.


Payment Transactions Inquiry

Select the Payment Transactions Inquiry option.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

Enter or select the desired payee account and click “Run Inquiry”.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

The result set will be displayed at the bottom. By default, this inquiryis grouped by request date.

To download the result set, select Action, and choose the Download option. The report can be downloaded in CSV or HTML format.


Subaccount Searches

Searches can be performed using subaccounts. Select the up arrow icon on the right side of the subaccount field. The subaccounts associated with the payee account will be shown.

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.

Select the desired subaccount and select "Run Inquiry".

Screen shot of the PMS View Subaccount Table page with the View Subaccount Table Report link in the lower right corner highlighed with a red box.