Editing an Automatic Refund/Write Off Preference

The Field Mapping screen appears. It contains the following sections:

• Main - Used to specify basic details of the automatic refund/write off preference. It contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Preference	Displays the automatic refund/write off preference.	Not applicable
  Description	Used to specify the description for the automatic refund/write off preference.	Yes
  Detailed Description	Used to specify additional information about the preference.	No
  Status	Used to indicate the status of the automatic refund/write off preference. The valid values are: Active Inactive	Yes
  Preference Category	Indicates the feature for which the preference is designed. The valid value is: Automatic Refund/Write Off	Not applicable

• Preference Settings - Used to define the settings for the automatic refund/write off preference.

  Field Name	Field Description	Mandatory (Yes or No)
  Attribute	Used to indicate the attribute which you want to set in the automatic refund/write off preference. The valid values are: Cancel Status Reason for Write Off Request on Reinstatement - Used when the write off adjustment request is canceled on reinstating the policy or individual membership. Error Code on Processing Refund/Write Off Request - Used when the system generates an error while creating a refund/write off request. Instruction Cancel Reason on Account Balance Change - Used when the refund/write off instruction is canceled due to change in the account balance once the refund/write off request is created. Instruction Cancel Reason on Reinstatement - Used when the refund/write off instruction is canceled on reinstating the policy or individual membership. Instruction Cancel Reason on Rejecting Request - Used when the refund/write off request in the Approval In Progress status is rejected by the approver. Refund Request Type - Used when the refund adjustment is created using the respective refund request type. Refund Request Reject Reason on Reinstatement - Used when the system rejects the refund request in the Approval In Progress status on reinstating the policy or individual membership.	Yes (Conditional) Note: This field is required while defining the settings for an automatic refund/write off preference.
  	Void Status Reason for Refund Request on Reinstatement - Used when the status of the refund request in the Hold status is changed to Void on reinstating the policy or individual membership. Write Off Request Type - Used when the refund adjustment is created using the respective write off request type. Write Off Request Reject Reason on Reinstatement - Used when the system rejects the write off request in the Approval In Progress status on reinstating the policy or individual membership.
  Value	Used to specify the attribute value. The list varies depending on the attribute you want to set in the automatic refund/write off preference: If the attribute is set to... Then, this field is... Cancel Status Reason for Write Off Request on Reinstatement Used to specify the reason for canceling the write off adjustments. Note: Here, you must specify the status code which is already defined in the lifecycle of the C1-RefundReq business object. Error Code on Processing Refund/Write Off Request Used to indicate the error code which the system generates while creating a refund/write off request. Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product. Instruction Cancel Reason on Account Balance Change Used to indicate the reason why the refund/write off instruction is canceled when the account balance is changed. Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product. Instruction Cancel Reason on Reinstatement Used to indicate the reason why the refund/write off instruction is canceled when the individual membership or policy is reinstated. Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product.	Yes (Conditional) Note: This field is required while defining the settings for an automatic refund/write off preference.
  	If the attribute is set to... Then, this field is... Instruction Cancel Reason on Rejecting Request Used to indicate the reason why the refund/write off request is rejected by the approver when the status of the refund or write off request is Approval in Progress. Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field. Refund Request Type Used to indicate the refund request type using which the refund adjustment is created. Note: You must specify a refund request type which is already defined in the system. Refund Request Reject Reason on Reinstatement Used to indicate the reason why the refund request is rejected when the individual membership or policy is reinstated. Note: You can select the appropriate reason of rejection when you have defined the reasons for the Rejected status of the C1-RefundReq business object in the Status Reason screen. Void Status Reason for Refund Request on Reinstatement Used to indicate the reason why the status of refund request is changed from Hold to Voided when the individual membership or policy is reinstated. Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field.
  	If the attribute is set to... Then, this field is... Write Off Request Type Used to indicate the write off request type using which the write off adjustment is created. Note: You must specify a write off request type which is already defined in the system. Write Off Request Reject Reason on Reinstatement Used to indicate the reason why the write off request is rejected when the individual membership or policy is reinstated. Note: You can select the appropriate reason of rejection when you have defined the reasons for the Rejected status of the C1-RefundReq business object in the Status Reason screen.
  Entity Type	Used to indicate the type of entity for which the attribute is applicable. The valid values are: Account Adjustment Billable Charge Membership Payment Policy Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.	No

  Tip: Alternatively, you can edit the details of an automatic refund/write off preference by clicking the Edit button in the Field Mapping zone.