Editing a Refund Request

Prerequisites

To edit a refund request, you should have:

  • Adjustment types with A/P request type code defined in the application.

Procedure

To edit a refund request:

  1. Search for the refund request in the Refund/Write Off Request screen.
  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. Click the Edit button in the Record Actions section.

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

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

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

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Refund Request Information Displays information about the refund request. Not applicable
    Account Information Indicates the account for which the refund request is created.
    Note:

    By default, this field is disabled.

    The respective account ID appears in this field where additional information about the account appears corresponding to the Account Information field.

    		 Not applicable
    Person Name Used to indicate the person for whom the refund request is created.
    Note: The system maintains a log when you edit the person name in a refund request. A log is created in the following format:
    Person Name is changed; Old Value: <OLD NAME>; New Value: <NEW NAME>
    		 No
    Override Address Used to indicate whether the account's mailing address must be overridden.
    Note:

    By default, the address of the account's main customer appears in the following fields, such as, Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, Country, State, and Postal. You can override the address in these fields, if required.

    The system maintains a log when you edit the address in a refund request. A log is created in the following format:
    Address is changed; Old Value: <OLD ADDRESS>; New Value: <NEW ADDRESS>
    		 No
    Enter Address Manually Used to manually enter or edit the address fields, such as, Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, Country, State, and Postal. No
    Address Line 1 Used to specify the house number and apartment name.
    Note: This field is enabled only when you select the Override Address and Enter Address Manually options.
    		 No
    Address Line 2 Used to specify the street name.
    Note: This field is enabled only when you select the Override Address and Enter Address Manually options.
    		 No
    Address Line 3 Used to specify the landmark, if available.
    Note: This field is enabled only when you select the Override Address and Enter Address Manually options.
    		 No
    Address Line 4 Used to specify the village, town, or city name.
    Note: This field is enabled only when you select the Override Address and Enter Address Manually options.
    		 No
    City Used to specify the city name. No
    Country Used to specify the country name. No
    State Used to specify the state name. No
    Postal Used to specify the postal or zip code. No
    Comments Used to specify additional information about the refund request. No
  4. Modify the details of the refund request, if required.
  5. Define, edit, or remove characteristics of the refund request, if required.
  6. Click Save.
    The changes made to the refund request are saved.

Related Topics

For more information on... See...
How to search for a refund request Searching for a Refund or Write Off Request
Refund Request screen Refund Request (Used for Viewing)
Refund Request zone Refund Request
How to define a characteristic for a refund request Defining a Characteristic for a Refund Request