Defining a Characteristic for a Refund Request
Prerequisites
To define a characteristic for a refund request, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Refund Write Off Request)
Procedure
To define a characteristic for a refund request:
- Search for the refund request in the Refund/Write Off Request screen.
-
In the Search Results section, click
the link in the Refund/Write Off Request Information column corresponding to the refund request whose details
you want to edit.
The Refund Request screen appears.
-
Click the Edit button in the Refund Request zone.
The Edit Refund Request screen appears.Note: The Edit button appears only when the refund request is in the Draft status.
-
Ensure that the Characteristics section
is expanded when you are editing the refund request.
The Characteristics section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the refund request. Yes (Conditional) Note: This field is required when you are defining a characteristic for the refund request.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Refund Write Off Request.Yes (Conditional) Note: This field is required when you are defining a characteristic for the refund request.Characteristic Value Used to specify the value for the characteristic type. Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.Yes (Conditional) Note: This field is required when you are defining a characteristic for the refund request. -
Enter the required details in the Characteristics section.
Note: If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
-
If you want to define more than one characteristic for
the refund request, click the Add () icon and then repeat step 5.
Note: However, if you want to remove a characteristic from the refund request, click the Delete () icon corresponding to the characteristic.
Related Topics
For more information on... | See... |
---|---|
How to search for a refund request | Searching for a Refund or Write Off Request |
How to create a refund request | Creating a Refund Request |