Prerequisites

To setup the refund request process, you need to do the following:

Define the required adjustment types (for creating refund adjustments) where A/P request type is defined
Define the required adjustment types (for creating write up adjustments) where A/P request type is not defined
Define the required characteristic types where the characteristic entity is set to Refund Write Off Request Type
Define the required characteristic types where the characteristic entity is set to Refund Write Off Request
Define voided and rejected status reasons for the C1-RefundReq business object
Assign the C1-REFRQ To Do type to a To Do role whose users must receive To Do generated while submitting a refund request for approval
Define the required approval profiles with the credit hierarchy and C1-REFRQ To Do type
Define an algorithm of the C1-ADI-INFO algorithm type and attach to the Adjustment Information system event in the Algorithms tab of the Installation Options - Framework screen
Define the required refund request types in the system

To setup the write off request process, you need to do the following:

Define the required adjustment types (for creating write off adjustments) where A/P request type is not defined
Define the required characteristic types where the characteristic entity is set to Refund Write Off Request Type
Define the required characteristic types where the characteristic entity is set to Refund Write Off Request
Define cancelled and rejected status reasons for the C1-WORequest business object
Assign the C1-WOREQ To Do type to a To Do role whose users must receive To Do generated while submitting a write off request for approval
Define the required approval profiles with the debit hierarchy and C1-WOREQ To Do type
Define an algorithm of the C1-ADI-INFO algorithm type and attach to the Adjustment Information system event in the Algorithms tab of the Installation Options - Framework screen
Define the required write off request types in the system