Prerequisites

To setup the mass refund request creation feature, you need to do the following:

• Define the required upload request type where the upload request business object is set to C1-RefundUploadRequest.

• Assign the C1-REFUR To Do type to a To Do role whose users must receive a To Do while submitting a refund request creation upload request for approval.

• Define the required characteristic types where the characteristic entity is set to Upload Request Type.

• Define the required characteristic types where the characteristic entity is set to Upload Request.

• Define the required foreign key reference for refund request (if not available) in the system.

• Define the status reasons for the Canceled and Rejected statuses of the C1-RefundUploadRequest business object in the Status Reason screen.

• Define the required refund request types where the Action flag is set to Refund.

• Define the required account identifier types in the system.

• Define the required adjustment types where the A/P Request Type Code flag is set to Refund.

• Define the required characteristic types where the characteristic entity is set to Refund/Write Off Request.

• Set the batch control type of the Upload Request Periodic Monitor (C1-UPLRQ) batch to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

  For more information about this batch, see Oracle Revenue Management and Billing Batch Guide.