Adding a Credit Bill Line Item to the Refund Request

You can refund the credit bill line items such as bill segments and adjustments of the account. While adding a credit bill line item to the refund request, you can either:

  • Directly add all the credit line items of a bill to the refund request by adding the bill that contains all the bill segments and respective adjustments which have a credit balance.

  • Individually add a credit bill segment or an adjustment of a bill (with one or more credit line items) to the refund request.

Prerequisites

To add a credit bill line item to the refund request, you should have:

  • Bills that are in the Complete status for an account with one or more credit line items.

Procedure

To add a credit bill line item to the refund request:

  1. Search for the refund request in the Refund/Write Off Request screen.
    Note: The refund request must be in the Draft status.
  2. In the Search Results section, click the link in the Refund/Write Off Request column corresponding to the refund request whose details you want to edit.
    The Refund Request screen appears.
  3. Ensure that the Bills tab is selected.
    Note: If the bills are already listed in the Search Results section, you can directly begin from step 6, else resume from step 4.
  4. Click the Expand Filter button and enter the search criteria in the Search Bills zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of bills that meet the search criteria appears in the Search Results section.
  6. Do either of the following:
    If...Then...
    A bill has all the credit line items and you want to add a particular credit bill line item to the refund request

    1. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose bill line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or bill adjustment that you want to add in the refund request.

      Note: You can also select multiple credit bill segments or bill adjustments at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the credit bill segments or bill adjustments listed in the Search Results section to the refund request.

    3. Click the Add button in the Search Bills zone.
    A bill has a credit balance and contains one or more debit line items

    1. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose bill line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or bill adjustment that you want to add in the refund request.
      Note: You can also select multiple credit bill segments or bill adjustments at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the credit bill segments or bill adjustments listed in the Search Results section to the refund request.

    3. Click the Add button in the Search Bills zone.
    A bill has debit balance and contains one or more credit line items

    1. In the Search Bills zone, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or bill adjustment that you want to add in the refund request.
      Note: You can also select multiple credit bill segments or bill adjustments at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the credit bill segments or bill adjustments listed in the Search Results section to the refund request.

    3. Click the Add button in the Search Bills zone.
    The Confirm Adjustment Type window appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Request Information Displays information about the refund request Not applicable
    Adjustment Type Used to indicate the adjustment type using which the refund adjustment should be created.
    Note:

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

    On specifying the adjustment type, the description of the adjustment type appears corresponding to the Adjustment Type Search field.

    		 No
  7. Modify the adjustment type, if required.
  8. Click OK.
    A message appears indicating that the selected bill segments or bill adjustments are successfully added to the refund request.
    Note:

    The credit bill segments or bill adjustments are added in the Refund Details zone in the Main tab of the Refund Request screen.

    If a refund request is currently in progress for a credit bill segment or bill adjustment, then bills of the respective account are not listed in the Search Bills zone. In addition, a bill with all the debit line items is also not listed in the Search Bills zone.

    If you select a bill (with credit balance) which contains one or more debit line items or if you select a bill (with debit balance) which contains one or more credit line items, the system will not allow you to add the credit line items by directly adding the bill. In such case, you need to individually select the credit bill segments and bill adjustments, and then add them to the refund request.

    The system adds the credit bill segments or bill adjustments to the Refund Details zone, irrespective of whether you select a credit bill, or credit bill segments, or bill adjustments.

    The system will not allow you to add a debit line item to the Refund Details zone.

Related Topics

For more information on... See...
How to create a refund request Creating a Refund Request