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Process
This job aid describes the actions taken to modify a Write-off. These actions can be used for both receivables in collections (CL) and past-due receivables not in collections (RE). Be certain that you select the correct transaction type as your source transaction when you begin the process. Since the Write-off (WO or WO1) and Cash Receipts (CR) transactions are created using Copy Forward function, the source transaction must be correct.
1. Enter WO or WO1 in the Global Search field and select the associated item
WO = Write-Off
WO1 = Receivable Write-Off - Liquidating Receivable
2. Locate the WO or WO1 transaction.
Enter Transaction Dept and Transaction ID.
Select Search.
Select Transaction ID link.
3. From the page returned from the search:
Select Edit.
Make necessary edits to the document.
Select Save as you complete edits.
4. In the Accounting tab, expand the arrow on the left side of the row to show more fields
In the General Information subtab, select the pick list icon for the Reason field and select the appropriate Adjustment Reason code.
5. Validate and Submit transaction.
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