Search Refund/Write Off Request

The Search Refund/Write Off Request zone allows you to search for refund and write off requests using various search criteria. This zone contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a refund or write off request using request, payment, or bill details. The valid values are: Request Details - Used when you want to search for refund and/or write off requests. Payment Details - Used when you want to search for refund requests. Bill Details - Used when you want to search for refund and/or write off requests. Note: By default, the Request Details option is selected.	Yes
  Action	Used to indicate whether you want to search for refund or write off requests. The valid values are: Refund Write Off Note: This field appears when you select the Request Details or Bill Details option from the Search By list.	No
  Refund/Write Off Request Type	Used to search refund or write off requests which are created using a particular refund or write off request type. Note: This field appears when you select the Request Details option from the Search By list. The refund or write off request types are listed when you set the Action field to either Refund or Write Off.	No
  Status	Used to search refund or write off requests with a particular status. The valid values are: Approval In Progress Cancelled Draft Processed Rejected Voided Note: This field appears when you select the Request Details option from the Search By list. The Voided status is applicable while searching for refund requests and the Cancelled status is applicable while searching for write off requests.	No
  User ID	Used to search refund or write off requests which are created by a particular user. Note: This field appears when you select the Request Details option from the Search By list.	No
  Created From	Used to search refund or write off requests which are created from a particular date onwards. Note: This field appears when you select the Request Details option from the Search By list.	No
  To	Used to search refund or write off requests which are created till a particular date. Note: By default, the current date appears in this field. This field appears when you select the Request Details option from the Search By list.	No
  Refund/Write Off Request ID	Used to search a particular refund or write off request. Note: This field appears when you select the Request Details option from the Search By list.	No
  Payment Event ID	Used to search refund requests which includes a particular payment event for refund. Note: This field appears when you select the Payment Details option from the Search By list.	No
  Payor Account ID	Used to search refund requests which are created for a particular payor account. Note: This field appears when you select the Payment Details option from the Search By list.	No
  Payor Name	Used to search refund requests which are created for a particular payor. Note: This field appears when you select the Payment Details option from the Search By list.	No
  Payment Date	Used to search refund requests which includes payments made on a particular date. Note: This field appears when you select the Payment Details option from the Search By list.	No
  MICR ID	Used to search refund requests which includes payments made with a particular MICR code. Note: This field appears when you select the Payment Details option from the Search By list.	No
  Check Number	Used to search refund request which includes payment made through a particular check. Note: This field appears when you select the Payment Details option from the Search By list.	No
  Bill ID	Used to search refund or write off requests which includes bill segments or adjustments of a particular bill. Note: This field appears when you select the Bill Details option from the Search By list.	No
  Bill Date From	Used to search refund or write off requests which includes bill segments or adjustments of bills which are created from a particular date onwards. Note: This field appears when you select the Bill Details option from the Search By list.	No
  To	Used to search refund or write off requests which includes bill segments or adjustments of bills which are created till a particular date. Note: By default, the current date appears in this field. This field appears when you select the Bill Details option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a refund or write off request.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Create Date/Time	Displays the date and time when the refund or write off request is created.
  Refund/Write Off Request Information	Displays information about the refund or write off request. Note: It has a link. On clicking the link, the Refund Request or Write Off Request screen appears depending on whether the request is for refund or write off.
  Status	Indicates the status of the refund or write off request.
  Action	Indicates whether the request is created for refund or write off. The valid values are: Refund Write Off Note: This column appears when you select the Request Details or Bill Details option from the Search By list.
  Refund/Write Off Amount	Displays the total refund or write off amount. Note: This column appears when you select the Request Details or Bill Details option from the Search By list.
  Refund Amount	Displays the total refund amount. Note: This column appears when you select the Payment Details option from the Search By list.
  Account Information	Displays additional information about the account for which the refund or write off request is created. Note: It has a link. On clicking the link, the Account screen appears with the details of the respective account.
  Created By	Indicates the user who has created the refund or write off request.

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