Manual Credit Memo Request Workflow Notifications

Use the Manual Credit Memo Request Notification (FinArTrxnsCreditMemosCreationPostProcessing) to send email or in-application notifications to each designated approver.

The approver uses the notification window and the Review Credit Memo Request page to review the credit request details, review and update credit request information, and sign off on the review by clicking the Complete button and sending the review to the next approver.

The notification window for the manual credit memo request contains this information:

• Customer account or site.

• Request details, including the original transaction, rebill information, adjustments, and receipts.

• Dispute details, including the dispute amount and dispute reason.

• Approval history.

• Link to the Review Credit Memo Request page.

Review Credit Memo Request Page

The approver uses the Review Credit Memo Request page, available from the notification window, to review transaction and dispute information, update details of the credit request, and enter comments related to the review.

Use the Review Credit Memo Request page to perform these activities:

• Review the credit request information.

• Review the transaction dispute details and amounts, and the disputed transaction lines (if applicable).

• Use the View Transaction Activities button to review transaction activities for the original transaction under dispute.

• Use the Rebill Details section to review and update rebill information:

  • Rebill Number field: Enter one or more transaction numbers, separated by commas, to identify the transaction or transactions to rebill the customer in place of the original disputed transaction.

  • Rebill Group field: Select the product under which the rebill takes place.

• View comments from the customer in the Customer field.

• Enter approver comments in the Internal Comments field.

Manual Credit Request Workflow Notification Template

Use the Credit Memo Request Manual Entry Notification (FinArTrxnsCreditMemosManualEntryRequestForAction) with Oracle Business Intelligence Publisher to copy the predefined notification template and modify it according to your business requirements and policies.

You can make these modifications to the template:

• Add new fields from the Manual Credit Memo Request data model.

• Remove existing fields.

• Update the look and feel: add images, change colors, change fonts and styling.

• Update the template text.

The same template is used to generate both the email and in-application notifications for a particular workflow. The modifications you make to the predefined template are reflected in both email and in-application notifications.