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.
After logging into PMS, using the left side menu, expand the "Inquiry" menu node, then select the subheading "Adhoc Grantee Inquiry".
Click on the Grantee Inquiry link displayed on the lower right-hand corner. A new grantee inquiry window will open which looks like below.
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.
The Payee Account field and the Grant Award/Document Number field are both auto-complete fields.
PMS will display an error message when no matching payee account is found.
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.
To download the result set, select Action, and choose the Download option.
The report can be downloaded in CSV or HTML format.
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.
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.
Select the desired document and then select "Run Inquiry".
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.
The message "Inquiry stored successfully" will be displayed when the inquiry is saved.
Saved inquiries can be retrieved by selecting the disk icon in the upper right corner.
Select the Payment Transactions Inquiry option.
Enter or select the desired payee account and click “Run Inquiry”.
The result set will be displayed at the bottom. By default, this inquiry is 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.
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.
Select the desired subaccount and select "Run Inquiry".
After logging in to the Payment Management System as a Grantee User with a PMS User ID and Password:
Select "Inquiry” from the PMS menu.
Select the sub-heading entitled “Adhoc Grantee Inquiry”
From “PMS Adhoc Grantee Inquiry” screen, select the “Grantee Inquiry” link.
Select “Grant Summary”
Enter the assigned “Payee Account Number (PAN)”
Select on “Run Inquiry”. The Grant summary report will display data at document level.
Select “Subaccount Summary”
Select “Run Inquiry”. The Subaccount Summary report will display data at subaccount level.