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:

  1. Search for the refund 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 refund request whose details you want to edit.
    The Refund Request screen appears.
  3. 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.
  4. 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.
  5. Enter the required details in the Characteristics section.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  6. If you want to define more than one characteristic for the refund request, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove a characteristic from the refund request, click the Delete (The Delete Icon) 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