Prerequisites
To setup the refund request process, you need to do the following:
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Define the required adjustment types (for creating refund adjustments) where A/P request type is defined
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Define the required adjustment types (for creating write up adjustments) where A/P request type is not defined
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Define the required characteristic types where the characteristic entity is set to Refund Write Off Request Type
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Define the required characteristic types where the characteristic entity is set to Refund Write Off Request
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Define voided and rejected status reasons for the C1-RefundReq business object
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Assign the C1-REFRQ To Do type to a To Do role whose users must receive To Do generated while submitting a refund request for approval
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Define the required approval profiles with the credit hierarchy and C1-REFRQ To Do type
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Define an algorithm of the C1-ADI-INFO algorithm type and attach to the Adjustment Information system event in the Algorithms tab of the Installation Options — Framework screen
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Define the required refund request types in the system
To setup the write off request process, you need to do the following:
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Define the required adjustment types (for creating write off adjustments) where A/P request type is not defined
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Define the required characteristic types where the characteristic entity is set to Refund Write Off Request Type
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Define the required characteristic types where the characteristic entity is set to Refund Write Off Request
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Define cancelled and rejected status reasons for the C1-WORequest business object
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Assign the C1-WOREQ To Do type to a To Do role whose users must receive To Do generated while submitting a write off request for approval
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Define the required approval profiles with the debit hierarchy and C1-WOREQ To Do type
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Define an algorithm of the C1-ADI-INFO algorithm type and attach to the Adjustment Information system event in the Algorithms tab of the Installation Options — Framework screen
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Define the required write off request types in the system