Refund Request

The Refund Request zone displays the details of the refund request. This zone contains the following sections:

  • Main - Displays the basic information about the refund request. It contains the following fields:

    Field Name Field Description
    Refund Request Information Displays information about the refund request.
    Refund Request Type Indicates the refund request type using which the refund request is created.
    Note: It has a link. On clicking the link, the Refund/Write Off Request Type screen appears where you can view the details of the respective refund request type.
    Status Indicates the status of the refund request. The valid values are:

    • Approval In Progress

    • Cancelled

    • Deferred Cancel

    • Deferred Processing

    • Deferred Void

    • Draft

    • Hold

    • Processed

    • Rejected

    • Voided
    Status Reason Indicates the reason why the refund request is rejected or voided.
    Note:

    It has a link. On clicking the link, the Status Reason screen appears where you can view the details of the rejected or voided reason.

    This field appears when the refund request is in either Rejected or Voided status.
    Adjustment Level Indicates the adjustment level for which you want to create the refund request.
    Account Information Indicates the account for which the refund request is created.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Person Name Indicates the person for whom the refund request is created.
    Override Address Indicates whether the account's mailing address is overridden.
    Address 1 Displays the house number and apartment name.
    Address 2 Displays the street name.
    Address 3 Indicates the landmark, if available.
    Address 4 Displays the village or town name.
    City Displays the city name.
    State Displays the state name.
    Country Displays the country name.
    Postal Displays the postal or zip code.
    Comments Displays additional information about the refund request.
    Total Refund Amount Displays the total refund amount.

  • Characteristics - Lists the characteristics defined for the refund request. It contains the following fields:

    Field Name Field Description
    Effective Date Indicates the date from when the characteristic is effective for the refund request.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.

  • Record Actions - This section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the refund request.
    Note: The Edit button appears when the refund request is in the Draft status.
    Delete Used to delete the refund request.
    Note: The Delete button appears when the refund request is in the Draft status.
    Submit Used to submit the refund request for approval.
    Note: The Submit button appears when the refund request is in the Draft status.
    Approve Used to approve the refund request.
    Note: The Approve button appears when:

    • The refund request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the refund request.
    Reject Used to reject the refund request.
    Note: The Reject button appears when:

    • The refund request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the refund request.
    Void Used to void the refund request.
    Note: The Void button appears when the refund request is in the Processed status.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the refund request is created. In addition, a context menu (The Context Menu Icon) icon appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Status Date/Time Displays the date and time when the refund request status is updated
    Create Date/Time Displays the date and time when the refund request is created.

  • Characteristics - Lists the characteristics of the refund request. It contains the following columns:

    Column Name Column Description
    Effective Date Indicates the date from when the characteristic is effective.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.