Write Off Request

The Write Off Request zone displays the details of the write off request. This zone contains the following sections:

  • Main - This section provides basic information about the write off request. It contains the following fields:

    Field Name Field Description
    Write Off Request Information Displays information about the write off request.
    Write Off Request Type Indicates the write off request type using which the write off request is created.
    Note: It has a link. On clicking the link, the Refund/Write Off Request Type screen appears where you can view the details of the write off request type.
    Status Indicates the status of the write off request. The valid values are:

    • Draft

    • Approval In Progress

    • Rejected

    • Processed

    • Cancelled
    Status Reason Indicates the reason why the write off request is rejected or cancelled.
    Note:

    This field appears when the write off request is in the Rejected or Cancelled status.

    It has a link. On clicking the link, the Status Reason screen appears where you can view the details of the rejected or cancelled reason.
    Account Information Indicates the account for which the write off request is created.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Comments Displays additional information about the write off request.
    Total Write Off Amount Displays the total write off amount.

  • Characteristics - Lists the characteristics defined for the write off request. It contains the following fields:

    Field Name Field Description
    Effective Date Indicates the date from when the characteristic is effective for the write off request.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.

  • Record Actions - This section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the write off request.
    Note: The Edit button appears when the write off request is in the Draft status.
    Delete Used to delete the write off request.
    Note: The Delete button appears when the write off request is in the Draft status.
    Submit Used to submit the write off request for approval.
    Note: The Submit button appears when the write off request is in the Draft status.
    Approve Used to approve the write off request.
    Note: The Approve button appears when:

    • The write off request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the write off request.
    Reject Used to reject the write off request.
    Note: The Reject button appears when:

    • The write off request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the write off request.
    Cancel Used to cancel the write off request.
    Note: The Cancel button appears when the write off request is in the Processed status.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the write off request is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Status Date/Time Displays the date and time when the write off request status is updated
    Create Date/Time Displays the date and time when the write off request is created.