Change the status of a refund request

This part of the guide explains how to change the status of a refund request.

The changing of a refund request status is only possible when it displays Pending Final Approval or In Progress. When a refund request is Pending Final Approval, the user can change the status to In Progress or Cancelled. However, when the refund request status is In Progress, it can only be changed to Cancelled.

The following example demonstrates how to change the status of a refund request when it displays In Progress. This procedure is standardized and also applies to a refund request with a Pending Final Approval status.

Step 1 - Go to the page List of Refunds

1. Go to the Refund module;
2. Choose the Refunds menu. This action opens the List of Refunds page (513:1001);

Step 2 - Change the status of a refund request

3. Go to the Status column;
4. Select the In Progress option. This action displays all refunds with this status;
5. Find the refund for which you want to change the status;
6. Click the hyperlink of the refund subject of the request. This action opens the Refund page (513:2001);
7. Go to the Comments section;
8. Enter a Comment;
9. Go to the Refund Identification section;
10. Change the status of the refund request using the drop-down list;
11. Click the Save button. This action confirms the change and updates the List of Refunds page (513:1001).