Submitting a Write Off Request

Prerequisites

To submit a write off request, you should have:

  • Debit bill line items added in the write off request

Procedure

To submit a write off request:

  1. Search for the write off request in the Refund/Write Off Request screen.
  2. In the Search Results section, click the link in the Refund/Write Off Request Information column corresponding to the write off request that you want to submit.
    The Write Off Request screen appears.
  3. Click the Submit button in the Write Off Request zone.

    The system behaves in the following manner:

    If... Then
    The Approval Required and Hierarchical Approval check boxes are selected in the write off request type using which the write off request is created A To Do of the C1-WOREQ To Do type is created and sent to the approver at the first level in the approval hierarchy, and the status of the write off request is changed to Approval In Progress.
    The Approval Required check box is selected, but the Hierarchical Approval check box is not selected in the write off request type using which the write off request is created A To Do of the C1-WOREQ To Do type is created and sent to the approver at the hierarchy level where the total write off amount falls within the threshold limit. In addition, the status of the write off request is changed to Approval In Progress.
    The Approval Required check box is not selected in the write off request type using which the write off request is created The write off adjustments are created using the specified adjustment types and the status of the write off request is changed to Processed.
    Note: The write off adjustments are created in the Frozen status. If a match event is present for the debit bill line items (such as bill segments and adjustments), the existing match event is stamped on the write off adjustments and on the corresponding financial transactions. However, if the match events does not exist, a new match event is created and stamped on the write off adjustments and on the corresponding financial transactions. If you are doing a partial write off for any entity, the corresponding match event status is set to Open. However, if the entire eligible amount is written off, the corresponding match event status is set to Balanced.
    The total write off amount is less than the minimum threshold amount The write off request is automatically approved by the system and write off adjustments are created using the specified adjustment types. In addition, the status of the write off request is changed to Processed.
    Note: The write off adjustments are created in the Frozen status. If a match event is present for the debit bill line items (such as bill segments and adjustments), the existing match event is stamped on the write off adjustments and on the corresponding financial transactions. However, if the match events does not exist, a new match event is created and stamped on the write off adjustments and on the corresponding financial transactions. If you are doing a partial write off for any entity, the corresponding match event status is set to Open. However, if the entire eligible amount is written off, the corresponding match event status is set to Balanced.
    Note: The Submit button appears when the write off request is in the Draft status.

Related Topics

For more information on... See...
How to search for a write off request Searching for a Refund or Write Off Request
Write Off Request screen Write Off Request
Write Off Request zone Write Off Request