Editing a Refund/Write Off Business Rule
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Status defined for the refund/write off business rule in the application
Procedure
To edit a refund write/off business rule:
- Search for the refund/write off business rule in the Business Rule screen.
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In the Search Results section, select
the check box corresponding to the Criteria Description column and click the Edit button.
Note:
You can edit more than one refund/write off business rules by selecting multiple check boxes.
You can edit the refund/write off business rule when it is not yet used in the system.
The Refund/Write Off Business Rule screen appears. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Criteria Description Displays the business criteria for the refund/write off business rule. Note: This is a read-only field.Not applicable Effective Date Used to specify the date from when the refund/write off business rule is effective. Yes Status Used to indicate the status of the refund/write off business rule. The valid values are: -
Active
-
Inactive
Not applicable Refund Threshold Amount Used to specify the threshold amount for refund. Note:If the account balance is greater than or equal to the refund threshold amount, the system creates automatic refund for an account.
The value for this field must be either a positive integer or positive decimal.
Yes Defer Refund (In Days) Used to specify the number of days till when you want to defer the automatic refund for an account. Note:The defer refund (in days) is used while calculating the automatic refund request creation date.
If the defer refund (in days) is not provided, zero (0) appears in this field.
No Write Off Threshold Amount Used to specify the threshold amount for write off. Note:If the account balance is less than or equal to the write off threshold amount, the system creates automatic write off for an account.
The value for this field must be either a positive integer or positive decimal.
No Defer Write Off (In Days) Used to specify the number of days till when you want to defer the automatic write off for an account. Note:The defer write off (in days) is used while calculating the automatic write off request creation date.
If the defer write off (in days) is not provided, zero (0) appears in this field.
No -
- Modify the required details in the Refund/Write Off Business Rule screen.
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Click Save.
The changes made to the refund/write off business rule are saved.
Related Topics
For more information on... | See... |
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Business Rule screen | Business Rule (Used for Searching) |
How to define a refund/write off business rule | Defining a Refund/Write Off Business Rule |