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All refund processing is performed via the Refund Manager. Please see the Tutorial on Refunds for more information.
When a refund is initially requested, it is created in an "requested" status. Subsequently, the requested refunds are reviewed by a manager and approved for issue or not approved. Issued refunds are then paid periodically (weekly, monthly, etc.). Therefore, the Refund Manager allows you to search refunds so that they may be changed to the "next" status and advanced through the refund process. The user may In addition, several buttons at the bottom of the form allow the user to:
Quick Search
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The user may key in a data value that will be used to search a variety of fields for matching Refunds that will be displayed in the grid on the Search tab.
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Advanced Search
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The user may tell the search which fields to search in rather than let the Quick Search decide which fields to search. Matching Refunds will be displayed in the grid on the Search tab.
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Message Line
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A message will be displayed indicating how many Refunds meet the search criteria entered.
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Search Button
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(Re)Executes the search based on the Quick Search or Advanced Search criteria entered.
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New Button
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Creates a new Refund Request.
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Edit Button
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Opens the Refund currently selected in the Search grid.
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Delete Button
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Deletes the Refund currently selected in the search grid.
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Cancel Button
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Closes the Refund Lookup dialog without selecting a Refund
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