Defining an Off-Process Request

Prerequisites

To create an off-process request, you should have:

  • Off-Process request types defined in the application

  • Accumulation category and accumulation group defined in the application

  • Amendment field defined in the application

  • Persons defined in the application

  • Account ID defined in the application

  • Characteristic types defined in the application

  • Adjustment types or billable charge line types defined in the application

Procedure

To create an off-process request:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Transaction and Audit Event Management and then click Off-Process Request.
    A sub-menu appears.
  3. Click the Add option from the Off-Process Request sub-menu.

    The Add Off-Process Request screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Off-Process Request Type Used to indicate the off-process request type using which you want to create the off-process request. Yes
    Tip: Alternatively, you can access this screen by clicking the Add button in the Page Title area of the Off-Process Request screen.
  4. Select the required off-process request type from the Off-Process Request Type field.
  5. Click OK.
    The Off-Process Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the off-process request.

    • Off-Process Request Information - Used to specify the off-process request information.

    • 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 Type Indicates the off-process request type using which you want to create the off-process request. 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 Used to indicate the parent customer (.e. person whose person type is set to Parent Customer) for which you want to create an off-process request.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Parent Person ID field. On clicking the Search icon, the Parent Customer Search window appears.

    On specifying the parent person, the description of the parent person appears corresponding to the Parent Person ID field.

    		 Yes
    Comments Used to specify the comments for an off-process request. No
  6. Enter the required details in the Main section.
  7. Add the accumulation amendment details in the off-process request, if required.
  8. Define characteristics for the off-process request, if required.
  9. Click Save.
    The off-process request is created in the Draft status.

Related Topics

For more information on... See...
Off-Process Request screen Off-Process Request (Used for Viewing)
How to add the off-process request details in an off-process request Adding the Off-Process Request Details in an Off-Process Request
How to define a characteristic for an off-process request information Defining a Characteristic for an Off-Process Request