SIT Portal Payment Report

Last Revised:  June 12, 2017

When to run:

Monthly or as desired.

What it displays:

This report lists all payments successfully made on the SIT portal within a specific date range that have not been posted into SIT.   Included on the report are, for each payment, the transaction ID (a system-generated tracking number), the payment date, payment vendor, payment type (CC-credit card, EC-echeck), payment name and address, payment amount, dealer umber and dealer rname, year paid, month paid, and amount paid for that month.

User Entitlements

The following user entitlements are available on the Batch Menu. They are part of the Run SI Batch Processes task, which is part of the SI Batch Menu job. See Tasks, Entitlements, and Jobs for more information. Individual reports and processes must be assigned to each user.

SI_BATCHMENU: access the batch menu

SI_BATCHREQUEST: access the Batch Request screen

SI_FILE_UPLOAD: access and use the File Upload button

To run the SIT Monthly Report:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the SIT Portal Payment Report to highlight it, batch menu no. 12240.  You may need to scroll down to see this.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's Client ID for ACT 7.
  5. Enter the Transaction Start Date and Transaction End Date.
  6. In the Show Posted Payments field, enter Y to show only posted payments or N to show only unposted payments.
  7. Click Submit Job.
  8. Click OK on the "OK to Submit Job" pop-up screen.
  9. To preview and print your report, see Previewing and Printing Reports.