Write-Off Header
The Header tab contains information common to all lines, such as date-of-record, budget fiscal year, accounting period, and transaction total.
The Header tab contains the following actions/links:
Page-Level ActionsPage-Level Actions
Refer to the "Page-Level Actions" topic in the Transactions User Guide for information on the actions that apply to the entire transaction.
Tab-Level ActionsTab-Level Actions
The following action exists on the Header of the WO:
Auto Apply - The Auto Apply action automatically creates accounting lines. Reference information must be entered on the Vendor tab and the Auto Apply check box must be selected, prior to selecting the Auto Apply action.
On a new WO transaction:
A receivable or collection transaction or line must be specified along with the write off percent.
The system searches for open non-memo collection lines or open receivable lines matching the specified criteria. For each CL or RE line found, one WO accounting line is generated. The system multiplies the outstanding amount on the RE or CL line by the write off percent to arrive at the amount to write off.
