Setting the C1-OFFSETREQ Feature Configuration

The C1-OFFSETREQ feature configuration enables the system to determine whether the completed debit or credit bills of the effective child persons of the main customer (whose bill is added as the primary bill in the offset request) should be listed when you search for a bill in the offset request.

Procedure

To set the C1-OFFSETREQ feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1-OFFSETREQ in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option type:

    Option Type Description Mandatory (Yes or No)
    Allow Offsetting Across Persons Used to indicate whether you want to offset bills across main customer's hierarchy. The valid values are:

    • Y - Used when you want to offset one or more bills of the main customer against one or more bills of the same or other accounts of the main customer or against one or more bills of the accounts of its effective child persons.

    • N - Used when you want to offset one or more bills of the main customer against one or more bills of the same or other accounts of the main customer.

    		 Yes
    Show Warning When Offsetting Across Person Hierarchy Used to indicate whether the system should display a warning message when a bill added for offsetting is in different person hierarchy than the base bill person hierarchy. The valid values are:

    • Y - Used when you want the system to display a warning message when a bill is added for offset

    • N

    Note: If you do not specify the value for this option type, by default, it is set to N.
    		 Yes (Conditional)
    Note: This data is required when the Allow Offsetting Across Person option type is set to Y.
  7. Enter the value for the required option type in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.

Related Topics

For more information on... See...
How to add a debit or credit bill to an offset request Adding a Debit or Credit Bill to an Offset Request