Search Refund/Write Off Instruction

The Search Refund/Write off Instruction zone allows you to search for a refund/write off instruction 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 instruction using the policy or individual membership details. The valid values are: Policy Details Individual Membership Details Note: By default, the Policy Details option is selected.	Yes
  Policy ID	Used to search refund or write off instructions which are created using a particular policy. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Search Policy window appears. This field appears when the Policy Details option is selected from the Search By list.	No
  Account ID	Used to search refund or write off instructions which are created for particular account. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.	No
  Membership ID	Used to search refund or write off instructions which are created for particular membership. Note: This field appears when the Individual Membership Details option is selected from the Search By list.	No
  Created From	Used to search refund or write off instructions which are created from a particular date onwards.	No
  Status	Used to search refund or write off instructions with a particular status. The valid values are: Canceled Completed Error Invalid Pending Pending Completion Valid	No
  Created Until	Used to search refund or write off instructions which are created till a particular date.	No
  Action	Used to indicate whether the instructions are created for refund or write off. The valid values are: Refund Write Off	No

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

• 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
  Policy Information	Displays information about the policy for which the refund or write off instruction is created. Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy. This column appears when you select the Policy Details option from the Search By list.
  Membership Information	Displays information about the membership for which the refund or write off instruction is created. Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the individual membership. This column appears when you select the Individual Membership Details option from the Search By list.
  Account Information	Displays the account for which the refund or write off instruction 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.
  Creation Date Time	Displays the date and time when the refund or write off instruction is created.
  Status	Indicates the status of the refund or write off instruction. The valid values are: Canceled Completed Error Invalid Pending Pending Completion Valid
  Reason	Displays the reason for which the refund or write off instruction is created in the system.
  Action	Indicates whether the instruction is created for refund or write off. The valid values are: Refund Write Off
  Request Creation Date	Displays the date when the 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.

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