Entering Standalone Write-Offs

Access the Create Standalone Transaction form.

Type Input

Displays 25 to indicate a standalone write-off.

Write-Off Amount

Enter the amount by which you want to reduce the customer's account balance. The system updates the account that is specified in the AAI item RAxx, where xx is the write-off reason code with the amount specified. Complete this field for standalone write-offs.

Write-Off Reason Code

Enter the code that identifies the reason that the write-off occurred. Complete this field for standalone write-offs. Examples include:

BD: Bad debt

DC: Damaged goods

MW: Minor amount write-off

TF: Tax or freight dispute

Note: The system does not accept blank as a value, even if it is defined in the UDC table. If you leave this field blank, the system does not use the default write-off reason code from the processing options.