The lifecycle of the overpayment process depends upon the configuration of the associated business object. The Individual Taxpayer Overpayment Process has a lifecycle typical of overpayments for individual taxpayers:
The overpayment is initially validated against a number of business rules. The overpayment amount would typically be compared against a minimum threshold write-off amount.
If issues are detected during validation, the overpayment will transition to an issues detected/error state. The user will be able to see a list of issues and correct them.
The overpayment may require approval(s). The threshold amounts and approval roles will be defined on the overpayment type. A user can approve or reject the overpayment.
Once all the required approvals have been obtained, certain actions will take place such as offset, carry forward, contributions and/or refund.
Refer to the C1-OvrpyProcAutoCredRef Business Object metadata for more details.
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