Editing an Off-Process Request
Procedure
To edit an off-process request:
- Search for the off-process request in the Off-Process request screen.
-
In the Search Results section, click
the link in the Off-Process Request Information column corresponding to the off-process request whose details
you want to edit.
The Off-Process Request screen appears.
-
Click the Edit button in the Off-Process Request zone.
Note: The Edit button appears only when the off-process request is in the Draft status.
The Edit Off-Process Request screen appears. It contains the following sections:
-
Main - Used to specify basic details about the off-process request.
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Off-Process Request Information - Used to specify the off-process request information.
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Characteristics - Used to define the characteristics for the off-process request.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Off-Process Request Information Displays information about the off-process request. Not applicable Off-Process Request Type Indicates the off-process request type. Not applicable Creation Mode Indicates the mode in which the offset request is created. The valid values are: -
Automatic
-
Manual
Not applicable Parent Person ID Indicates the parent customer (.e. person whose person type is set to Parent Customer) whose off-process request you want to edit. No Comments Used to specify the comments for an off-process request No -
- Modify the details of the off-process request, if required.
- Define, edit, or remove off-process request details from the off-process request, if required.
- Define, edit, or remove characteristics of the off-process request, if required.
-
Click Save.
The changes made to the off-process request are saved.
Related Topics
For more information on... | See... |
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How to search for an off-process request | Searching for an Off-Process Request |
Off-Process Request screen | Off-Process Request (Used for Searching) |
Off-Process Request zone | Off-Process Request |
How to define a characteristic for an off-process request | Defining a Characteristic for an Off-Process Request |