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 Write Off Process option on the account context menu to transfer to the write-off process transaction in update mode for the account.
• 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.