How To Change Write Off Events
When a write-off process is first created, it has one or more write-off events. The events are the activities that will be performed in the course of the write-off process.
The number and type of events that are created when a write-off process is initiated are defined on the write-off process's write-off process template. The following points describe how to add / change / delete events on a write-off process if the defaulted events are not satisfactory.
- Use Control Central to choose the account with the write-off
process whose events need to be changed.
After the account is populated on Control Central, choose the option on the account context menu to transfer to the write-off process transaction in update mode.
To add a new event, transfer to the Events tab and press the + button in the Write Off Events scroll to add a new event. At this point, the event has not been added to the database; rather, it just exists in memory. Before you add the event to the database, you must specify the following information:
- Choose an Event Sequence so that the new event will be positioned properly in respect of the other events.
- Choose a Write Off Event Status of Pending.
- Choose the desired Write Off Type Code.
- Use Trigger Date to define the date on which the event
should be activated (i.e., completed).
To delete an existing event, transfer to the Events tab and use the scroll arrows to toggle to the desired write-off event. When the desired write-off event appears, press the - button to remove the event. At this point, the event has not been removed from the database; rather, it's been removed in memory.
To change an existing event, transfer to the Events tab and use the scroll arrows to toggle to the desired write-off event. When the desired write-off event appears, make the desired changes.
After all desired changes have been made, save the write-off process.