Offset Request

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

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

    Field Name Field Description
    Offset Request Information Displays information about the offset request.
    Offset Request Type Indicates the offset request type using which the offset request is created.
    Note: It has a link. On clicking the link, the Offset Request Type screen appears where you can view the details of the respective offset request type.
    Status Indicates the status of the offset request. The valid values are:

    • Approval In Progress

    • Defer Unapplied

    • Deferred Processing

    • Draft

    • Rejected

    • Processed

    • Unapplied Offset
    Status Reason Indicates the reason why the offset request is rejected or unapplied (i.e. canceled).
    Note:

    It has a link. On clicking the link, the Status Reason screen appears where you can view the details of the respective status reason.

    This field appears when the offset request is in the Rejected, Defer Unapplied, or Unapplied Offset status.
    Adjustment Type Indicates the adjustment type using which the offset or transfer adjustments should be created through the offset request.
    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.
    Offset Amount Displays the total amount which is offset through the offset request.
    Account Information Indicates the account for which the debit or credit bill is created. In addition, this column has a context menu which helps in navigating to other screens in the application.
    Note:

    It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

    This field appears when you are viewing the details of an auto maintenance offset request.
    Comments Displays additional details specified while rejecting or unapplying (i.e. canceling) the offset request.
    Note: This field appears when the offset request is in the Rejected, Defer Unapplied, or Unapplied Offset status.

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

    Column Name Column Description
    Effective Date Displays the date from when the characteristic is effective for the offset request.
    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.
    Note: The Edit button appears when the offset request is in the Draft status.
    Delete Used to delete the offset request.
    Note: The Delete button appears when the offset request is in the Draft status.
    Submit Used to submit the offset request.
    Note: The Submit button appears when the offset request is in the Draft status.
    Approve Used to approve the offset request.
    Note: The Approve button appears when:

    • The offset request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the offset request.
    Reject Used to reject the offset request.
    Note: The Reject button appears when:

    • The offset request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the offset request.
    Unapply Used to unapply (i.e. cancel) the offset request.
    Note: The Unapply button appears when the offset request is in the Processed status.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the offset request 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.
    Status Date/Time Displays the date and time when the offset request status is updated
    Create Date/Time Displays the date and time when the offset request is created.

Related Topics

For more information on... See...
How to edit an offset request Editing an Offset Request
How to delete an offset request Deleting an Offset Request
How to submit an offset request Submitting an Offset Request
How to approve an offset request Approving an Offset Request
How to reject an offset request Rejecting an Offset Request
How to unapply (i.e. cancel) an offset request Unapplying an Offset Request