Difference between revisions of "HP Policy Refund Entry"
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The Policy Refund Entry screen is accessible from the [[HC Policy Maintenance|Policy Maintenance screen]]. When you first access the screen, it will look something like this: | The Policy Refund Entry screen is accessible from the [[HC Policy Maintenance|Policy Maintenance screen]]. When you first access the screen, it will look something like this: | ||
| + | |||
| + | [[File:HC Refund Entry 1.png]] | ||
| + | |||
| + | To add a new refund for this remitter, click the New button on the toolbar. The fields will activate for data entry: | ||
| + | |||
| + | |||
| + | [[File:HC Refund Entry 2.png]] | ||
| + | |||
| + | |||
| + | The following fields are available on this screen: | ||
| + | |||
| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | '''Refund ID''' || Displays the system generated refund ID. This field is display only | ||
| + | |- | ||
| + | | '''Status''' || Displays the status of the refund. This is a display only field that will update based on the status of the refund | ||
| + | |- | ||
| + | | '''Name/Address''' || Displays the Name/Address information of the Payee selected in the "Pay Refund to" field | ||
| + | |- | ||
| + | | '''Pay refund to''' || Type the PIN of the constituent to whom the refund should be paid. You can also click the search icon to launch [[Name/Address Inquiry]] to locate the constituent record | ||
| + | |- | ||
| + | | '''Refund amt''' || Example | ||
| + | |- | ||
| + | | '''Payment date''' || Example | ||
| + | |- | ||
| + | | '''Approval level''' || Example | ||
| + | |- | ||
| + | | '''Remitter #''' || Example | ||
| + | |- | ||
| + | | '''Payment method''' || Example | ||
| + | |- | ||
| + | | Example || Example | ||
| + | |} | ||
Revision as of 12:21, 15 April 2013
Overview of HC200UPD
The refund entry window is used to enter refund information for a specific health care policy. (Typically, a refund would only be issued when a policy is being cancelled and the dues have been paid in advance.)
The Policy Refund Entry screen is accessible from the Policy Maintenance screen. When you first access the screen, it will look something like this:
To add a new refund for this remitter, click the New button on the toolbar. The fields will activate for data entry:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Refund ID | Displays the system generated refund ID. This field is display only |
| Status | Displays the status of the refund. This is a display only field that will update based on the status of the refund |
| Name/Address | Displays the Name/Address information of the Payee selected in the "Pay Refund to" field |
| Pay refund to | Type the PIN of the constituent to whom the refund should be paid. You can also click the search icon to launch Name/Address Inquiry to locate the constituent record |
| Refund amt | Example |
| Payment date | Example |
| Approval level | Example |
| Remitter # | Example |
| Payment method | Example |
| Example | Example |
