Offset Request Type

The Offset Request Type zone displays the details of the offset request type. It contains the following sections:

• Main - Displays basic information about the offset request type. It contains the following fields:

  Field Name	Field Description
  Offset Request Type	Displays the offset request type.
  Description	Displays the description of the offset request type.
  Offset Request Business Object	Indicates the business object using which an offset request should be created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
  Detailed Description	Displays additional information about the offset request type.
  Status	Indicates the status of the offset request type. The valid values are: Active Inactive
  Offset Category	Indicates the category of the offset request type. The valid values are: Auto Maintenance Regular
  Adjustment Type	Indicates the adjustment type using which the transfer or offset adjustments should be created. Note: It has a link. On clicking the link, the Adjustment Type screen appears where you can view the details of the respective adjustment type.
  Default Offset Amount Algorithm	Indicates the algorithm using which the default offset amount should be calculated while adding a bill in an offset request. Note: It has a link. On clicking the link, the Algorithm screen appears where you can view the details of the respective algorithm.
  Defer Processing FT Count	Displays the count which helps to determine whether an offset request must be processed in the deferred mode (i.e. in the background) or in real time (i.e. immediately).
  Approval Required	Indicates whether approval is required while offsetting bills through an offset request.
  Approval To Do Type	Indicates that the To Do entry of the specified To Do type must be created when an offset request is submitted for approval. Note: It has a link. On clicking the link, the To Do Type screen appears where you can view the details of the respective To Do Type. This field appears when the Approval Required option is selected.
  Approval To Do Role	Indicates that users with the specified To Do role can only approve an offset request which is submitted for approval. Note: It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do Role. This field appears when the Approval Required option is selected.
  Submitter To Do Type	Indicates the submitter To Do type. At present, the submitter To Do type is not used to create To Do entry when the approver rejects an offset request. It is only used to fetch the roles associated with the submitter To Do type while defining or editing the offset request type. Note: It has a link. On clicking the link, the To Do Type screen appears where you can view the details of the respective To Do type.
  Submitter To Do Role	Indicates that users with the specified To Do role cannot approve an offset request which is submitted for approval. Note: It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.
  Bill Search Period	Displays the maximum search period (in days) which is allowed while searching bills in an offset request.
  Transfer Adjustment	Indicates whether transfer adjustments should be created while offsetting bills through an offset request.
  Bill Line Items Level Offset	Indicates the following: Whether a debit bill with a credit line item as a credit bill should be considered while offsetting through an offset request Whether a bill with zero balance having debit and credit line items should be created in an offset request

• Characteristics - Lists the characteristics defined for the offset request type. It contains the following columns:

  Column Name	Column Description
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the offset request type.
  Delete	Used to delete the offset request type. Note: You can delete an offset request type when an offset request is not created using the offset request type.
  Duplicate	Used to create a new offset request type using an existing offset request type.

• Record Information - This section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the offset request type is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

By default, the Offset Request Type zone does not appear in the Offset Request Type screen. It appears when you click the Broadcast () icon corresponding to an offset request type in the Offset Request Type List zone.

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