Editing an Offset Request

Prerequisites

To edit an offset request, you should have:

  • Adjustment types defined in the application (where the A/P Request Type Code field is not set to REFUND)

Procedure

To edit an offset request:

  1. Search for the offset request in the Offset Request screen.
  2. In the Search Results section, click the link in the Offset Request Information column corresponding to the offset request whose details you want to edit.
    The Offset Request screen appears.
  3. Ensure that the Main tab is selected.
  4. Click the Edit button in the Offset Request zone.

    The Offset Request screen appears. It contains the following sections:

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

    • Characteristics - Used to define the characteristics for the offset request.

    • Offset Details - Used to edit the offset amount of the bills which are added to the offset request. It also allows you to remove a bill from the offset request.

      Note: You can only remove secondary debit or credit bills from the offset request. And, you cannot remove a primary debit or credit bill from the offset request throughout its lifecycle.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Offset Request Information Displays information about the offset request. Not applicable
    Offset Request Type Indicates the offset request type using which the offset request is created. Not applicable
    Adjustment Type Used to indicate the adjustment type using which transfer or offset adjustments must be created through the offset request.
    Note:

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

    On specifying the adjustment type, the description of the adjustment type appears corresponding to the Adjustment Type field.

    		 Yes
    Comments Used to specify additional information about the offset request. No
    Note: The Edit button appears when the offset request is in the Draft status.
  5. Modify the required details in the Main section.
  6. Define, edit, or remove characteristics of the offset request, if required.
  7. Edit the offset amount of a debit or credit bill, if required.
  8. Remove a debit or credit bill from the offset request, if required.
  9. Click Save.
    The changes made to the offset request are saved.

Related Topics

For more information on... See...
How to search for an offset request Searching for an Offset Request
Offset Request screen Offset Request (Used for Viewing)
Offset Request zone Offset Request
How to define a characteristic for an offset request Defining a Characteristic for an Offset Request
How to edit the offset amount of a debit or credit bill Editing the Offset Amount of a Debit or Credit Bill
How to remove a debit or credit bill from an offset request Removing a Debit or Credit Bill from an Offset Request