PPR -- Payment Process Request stages and statuses

Below table describes the stages and statuses that a payment process request can have and indicates whether user action is required.

Stage	Status	Status Description	Requires User Action?
Installment selection	Pending	System resources are not yet available to begin processing.	No
Installment selection	Pending installments review	The option to review installments is enabled, so manual review is required.	Yes
Installment selection	Missing payment conversion rates	The payment conversion rate type is User and payment conversion rates are missing.	Yes
Installment selection	Missing cross-currency rates	Cross-currency rates or the cross-currency rate type is missing.	Yes, except for missing non-User rate types.
Installment selection	Installments selected	The installments are selected for payment.	No
Document validation	Pending action to complete information required	Documents are missing required information, such as disbursement bank account or payment process profile.	Yes
Document validation	Assignment complete	All documents have the required information.	No
Document validation	Pending action to address document validation errors	Some installments failed validation and the option for handling document validation failures is set to Stop process for review. Manual review is required.	Yes
Document validation	Retry document validation	Documents are ready for retrying validation.	No
Document validation	Documents validated	Documents were validated. Some documents may be rejected. This is a short-lived, transitional status.	No
Payment validation	Pending action to address payment validation errors	Some payments failed validation and the option for handling payment validation failures is set to Stop process for review. Manual review is required.	Yes
Payment validation	Retry payment creation	The payment process request is ready to start another payment creation and validation.	No
Payment validation	Pending proposed payment review	Payments were created and the option to review the proposed payments is enabled, so manual review is required.	Yes
Payment file build	Waiting for payment file processing	Payments are either included in one or more payment files, or are waiting to be picked up. For example, the Create Payment Files process is scheduled, but not yet started. This status remains unchanged until every valid payment in an active payment process request is completed.	Depends on the status of the payment file.
Terminated	Terminated	The payment process request was terminated.	No
Terminated	No available installments	None of the installments available for payment meet the selection criteria.	No
Terminated	Failed document validation	One of the following has occurred: ·       One or more payable documents has failed validation and the option for handling document failures is set to Reject all documents in request. ·       All documents payable have failed validation and the options for handling document failures is set to anything other than Stop process for review.	No
Terminated	Failed payment validation	One of the following has occurred: ·       One or more payments has failed validation, and the option for handling payment failures is set to Reject all payments in request.. ·       All payments have failed validation and the option for handling payment failures is set to anything other than Stop process for review.

Below table has the stages and statuses when the user action is required on the Payment process request processing.

Stage	Status	Status Description	Requires User Action?
Installment selection	Pending installments review	The option to review installments is enabled, so manual review is required.	Yes
Installment selection	Missing payment conversion rates	The payment conversion rate type is User and payment conversion rates are missing.	Yes
Document validation	Pending action to complete information required	Documents are missing required information, such as disbursement bank account or payment process profile.	Yes
Document validation	Pending action to address document validation errors	Some installments failed validation and the option for handling document validation failures is set to Stop process for review. Manual review is required.	Yes
Payment validation	Pending action to address payment validation errors	Some payments failed validation and the option for handling payment validation failures is set to Stop process for review. Manual review is required.	Yes
Payment validation	Pending proposed payment review	Payments were created and the option to review the proposed payments is enabled, so manual review is required.	Yes

 Pending installments review

 

Click Action -> Review Installments

 

Pending proposed payment review

 

 

Click on Action -> Review Payments

 

 

If payment approval is setup in BPM

 

 

After payment notification approved by approver

 

Waiting for payment file processing