Editing a Refund Request

Prerequisites

To edit a refund request, you should have:

  • Adjustment types with A/P request type defined in the application

Procedure

To edit 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. It contains the following section:

    Field Name Field Description Mandatory (Yes or No)
    Refund Request Information Displays information about the refund request. Not applicable
    Account Information Indicates the account for which the refund request is created. Not applicable
    Person Name Used to indicate the person for whom the refund request is created.
    Note: The system maintains a log when you edit the person name in a refund request. A log is created in the following format:
    Person Name is changed; Old Value: <OLD NAME>; New Value: <NEW NAME>
    		 No
    Override Address Used to indicate whether the account's mailing address must be overridden.
    Note:

    By default, the account's main customer's address appears in the following fields - Address 1, Address 2, Address 3, Address 4, City, Country, State, and Postal. You can override the address in these fields, if required.

    The system maintains a log when you edit the address in a refund request. A log is created in the following format:
    Address is changed; Old Value: <OLD ADDRESS>; New Value: <NEW ADDRESS>
    		 No
    Address 1 Used to specify the house number and apartment name. No
    Address 2 Used to specify the street name. No
    Address 3 Used to specify any landmark, if available. No
    Address 4 Used to specify the village, town, or city name. No
    City Used to specify the city name. No
    Country Used to specify the country name. No
    State Used to specify the state name. No
    Postal Used to specify the postal or zip code. No
    Comments Used to specify additional information about the refund request. No

    In addition, this screen contains the following two sections:

    • Characteristics - Used to define the characteristics for the refund request. It 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.
  4. Modify the details of the refund request, if required.
  5. Define, edit, or remove characteristics of the refund request, if required.
  6. Click Save.
    The changes made to the refund request are saved.

Related Topics

For more information on... See...
How to search for a refund request Searching for a Refund or Write Off Request
Refund Request screen Refund Request
Refund Request zone Refund Request
How to define a characteristic for a refund request Defining a Characteristic for a Refund Request