Editing a Funding Request

Prerequisites

To edit a funding request, you should have:

  • Funding adjustment types defined in the application (where the A/P Request Type Code field is set to REFUND)

  • Garnishment adjustment types defined in the application (where the A/P Request Type Code field is not set to REFUND)

Procedure

To edit a funding request:

  1. Search for the funding request in the Funding Request screen.
  2. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request whose details you want to edit.
    The Funding Request screen appears.
  3. Ensure that the Main tab is selected.
  4. Click the Edit button in the Funding Request zone.

    The Edit Funding Request screen appears. It contains the following sections:

    • Main - Used to specify the basic details for the funding request.

    • Characteristics - Used to define the characteristics for the funding request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Funding Request Information Displays information about the funding request. Not applicable
    Funding Adjustment Type Used to indicate the adjustment type using which the A/P adjustment should be created against a credit bill.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Funding Adjustment Type field. On clicking the Search icon, the Adjustment Type Search window appears.

    In the Funding Adjustment Type field, you can only specify an adjustment type where the A/P Request Type Code field is set to REFUND.

    		 Yes (Conditional)
    Note: This field is required while creating an A/P adjustment against a credit bill.
    Garnishment Adjustment Type Used to indicate the adjustment type using which the garnishment adjustment should be created when the amount from the credit bill is transferred to the garnishment contract of the account.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Garnishment Adjustment Type field. On clicking the Search icon, the Adjustment Type Search window appears.

    In the Garnishment Adjustment Type field, you can only specify an adjustment type where the A/P Request Type Code field is not set to REFUND.

    		 Yes (Conditional)
    Note: This field is required while creating garnishment adjustments for a credit bill.
    Creation Mode Indicates the funding requests which are created using a particular mode. The valid values are:

    • Automatic

    • Manual

    		 Not applicable
    Comments Used to specify additional information about the funding request.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 No
    Note: The Edit button appears when the funding request is in the Draft status.
  5. Modify the required details in the Main section.
  6. Define, edit, or remove characteristics of the funding request, if required.
  7. Click Save.
    The changes made to the funding request are saved.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
Funding Request screen Funding Request (Used for Viewing)
Funding Request zone Funding Request
How to define a characteristic for a funding request Defining a Characteristic for a Funding Request