Approving a Write Off Request

You can view the number of write off requests which are pending for approval in the Refund/Write Off Request screen. The approver can review, and accordingly approve or reject the write off request based on the observations.

Note: The system will not allow you to approve or reject a write off request submitted by you.

Procedure

To approve a write off request:

  1. Do either of the following:
    If you want to...Then...
    Approve a write off request through the Refund/Write Off Request screen

    1. Search for the write off request in the Refund/Write Off Request screen.

    2. In the Search Results section, click the link in the Refund/Write Off Request Information column corresponding to the write off request which you want to review.
    Approve a write off request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-WOREQ in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the write off request that you want to review.
    The Write Off Request screen appears.
  2. Review the write off request details.
  3. Click the Approve button in the Write Off Request zone.

    The system behaves in the following manner:

    If... Then...
    The Hierarchical Approval check box is selected in the write off request type using which the write off request is created and the total write off amount is greater than the threshold amount specified at the next level in the approval hierarchy A To Do of the C1-WOREQ To Do type is created and sent to the approver at the next level in the approval hierarchy, and the status of the write off request remains as Approval In Progress.
    The Hierarchical Approval check box is selected in the write off request type using which the write off request is created and the total write off amount is less than the threshold amount specified at the next level in the approval hierarchy The write off adjustments are created using the specified adjustment types and the status of the write off request is changed to Processed.
    Note: The write off adjustments are created in the Frozen status. If a match event is present for the debit bill line items (such as bill segments and adjustments), the existing match event is stamped on the write off adjustments and on the corresponding financial transactions. However, if the match events does not exist, a new match event is created and stamped on the write off adjustments and on the corresponding financial transactions. If you are doing a partial write off for any entity, the corresponding match event status is set to Open. However, if the entire eligible amount is written off, the corresponding match event status is set to Balanced.
    The Hierarchical Approval check box is not selected in the write off request type using which the write off request is created The write off adjustments are created using the specified adjustment types and the status of the write off request is changed to Processed.
    Note: The write off adjustments are created in the Frozen status. If a match event is present for the debit bill line items (such as bill segments and adjustments), the existing match event is stamped on the write off adjustments and on the corresponding financial transactions. However, if the match events does not exist, a new match event is created and stamped on the write off adjustments and on the corresponding financial transactions. If you are doing a partial write off for any entity, the corresponding match event status is set to Open. However, if the entire eligible amount is written off, the corresponding match event status is set to Balanced.
    Note: The Approve button appears when:

    • The write off request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the write off request.

Related Topics

For more information on... See...
How to search for a write off request Searching for a Refund or Write Off Request
Write Off Request screen Write Off Request
Write Off Request zone Write Off Request