Adding a Payment to the Refund Request

Prerequisites

To add a payment to the refund request, you should have:

  • Payments created in the application.

Procedure

To add a payment 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 Payments and Adjustments tab is selected.
    Note: If the payment events are already listed in the Search Results section, you can directly navigate to step 6, else resume as follows:
  4. Click the Expand Filter button and enter the search criteria in the Search Payment Events and Adjustments 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 payment events that meet the search criteria appears in the Search Results section.
  6. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the payment event whose payments you want to view.
    The Payments and Adjustment zone appears.
  7. Select the check box corresponding to the payment that you want to add to the refund request.
    Note: You can also select multiple payments at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the payment listed in the respective zone.
  8. Click the Add button in the Payments and Adjustment 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
  9. Click OK.
    A message appears indicating that the selected payment events are successfully added to the refund request.
    Note: You can add only those payments (to the refund requests) which are in the Frozen status.

Related Topics

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