Adding a Debit Bill Line Item to the Write Off Request

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

  • Directly add all debit line items of a bill to the write off request by adding the bill which has all bill segments and adjustments in debit.

  • Individually add the debit bill segment or adjustment of the bill (with one or more debit line items) to the write off request.

Prerequisites

To add a debit bill line item to the write off request, you should have:

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

Procedure

To add a debit bill line item to the write off request:

  1. Search for the write off request in the Refund/Write Off Request screen.
    Note: The write off 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 write off request whose details you want to edit.
    The Write off 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 any of the following:
    If...Then...
    A bill has all debit line items and you want to add a particular debit bill line item to the write off 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 debit bill segment or bill adjustment that you want to write off.

      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 debit bill segments or bill adjustments listed in the Search Results section to the write off request.

    3. Click the Add button in the Search Bills zone.
    A bill has debit balance and one or more credit 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 debit bill segment or bill adjustment that you want to write off.

      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 debit bill segments or bill adjustments listed in the Search Results section to the write off request.

    3. Click the Add button in the Search Bills zone.
    A bill has credit balance and 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 debit bill segment or bill adjustment that you want to write off.

      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 debit bill segments or bill adjustments listed in the Search Results section to the write off 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 write off request. Not applicable
    Adjustment Type Used to indicate the adjustment type using which the write off 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 added to the write off request.
    Note:

    The debit bill segments or bill adjustments are added in the Write Off Details zone in the Main tab of the Write Off Request screen.

    If a write off request is currently in progress for a debit 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 credit 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 debit line items by directly adding the bill. In such case, you need to individually select the debit bill segments and bill adjustments, and then add them to the write off request.

    The system allows you to add the debit bill segments or bill adjustments in the Write Off Details zone, irrespective of whether you select the debit bill, or debit bill segments, or bill adjustments.

    The system will not allow you to add a credit line item to the Write Off Details zone.

Related Topics

For more information on... See...
How to create a write off request Creating a Write Off Request