Copying a Dispute Request Type

Instead of creating a dispute request type from scratch, you can create a new dispute request type using an existing dispute request type. This is possible through copying a dispute request type. On copying a dispute request type, the details including the characteristics are copied to the new dispute request type. You can then edit the details, if required.

Prerequisites

To copy a dispute request type, you should have:

  • Dispute request type (whose copy you want to create) defined in the application

  • Dispute request business objects defined in the application

  • Approval profiles defined in the application

  • Adjustment types with and without A/P request type defined in the application

Procedure

To copy a dispute request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select D and then click Dispute Request Type.
    A sub-menu appears.
  3. Click the Search option from the Dispute Request Type sub-menu.
    The Dispute Request Type screen appears.
  4. In the Dispute Request Type List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the dispute request type whose copy you want to create.

    The Dispute Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the dispute request type.

    • Characteristics - Used to define the characteristics for the dispute request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Dispute Request Type Used to specify the dispute request type. Yes
    Business Object Indicates the dispute request type business object used while defining the dispute request type. Not applicable
    Description Used to specify the description for the dispute request type. Yes
    Dispute Request Business Object Used to indicate the business object that you want to use while creating the dispute request. Yes
    Detailed Description Used to specify additional information about the dispute request type. No
    Status Used to indicate the status of the dispute request type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of a dispute request type to Inactive if there are dispute requests which are created using the dispute request type and are currently in the Draft or Approval In Progress status.
    		 Yes
    Default Adjustment Type Used to indicate the adjustment type using which the dispute adjustment must be created.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Adjustment Type Search window appears.
    		 Yes
    Approval Required Used to indicate whether approval is required while creating the dispute adjustments using the dispute request type. No
    Approval Profile Used to indicate the approval profile which must be used to define approval hierarchy for the dispute request type.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Hierarchical Approval Used to indicate whether multi-level or single-level approval is required while creating the dispute adjustments using the dispute request type.
    Note: This field appears when the Approval Required check box is selected.
    		 No
    Zero Threshold Amount Hierarchy Used to indicate that based on the approval profile hierarchy, To Do Type from the hierarchy will be selected. The valid values are:

    • Credit

    • Debit

    		 No
    Submitter To Do Type Used to indicate the To Do type for the submitter when the dispute request is resubmitted by the approver.
    Note:

    This field appears when the Approval Required check box is selected.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the To Do Type Search window appears.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Submitter To Do Role Used to indicate the To Do role for the submitter when the dispute request is resubmitted by the approver.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Tip: Alternatively, you can click the Duplicate button in the Dispute Request Type zone to create a copy of the dispute request type.
  5. Enter the required details.
  6. Define, edit, or remove characteristics of the dispute request type, if required.
  7. Click Save.
    The new dispute request type is defined.

Related Topics

For more information on... See...
Dispute Request Type screen Dispute Request Type
Dispute Request Type List zone Dispute Request Type List
Dispute Request Type zone Dispute Request Type
How to define a characteristic for a dispute request type Defining a Characteristic for a Dispute Request Type