In this topic, you will learn how to modify previously applied refunds.
Steps:
Click the Refunds Maintenance menu item to begin the process of modifying previously applied refunds.
Step 1You may search for the refund(s) using the SF-215 Number, Confirmation Number, Date, Refund Type, Payee UEI or any combination of fields. For this example, the refund(s) will be queried by SF-215 Number.
Step 2Enter the correct information into the SF-215 Number field.
For this example, enter a valid value e.g. "87144".
Step 3Click the Search button to search for refunds which meet the search criteria.
Step 4Click the Select radio button to mark the refund 87144.
Step 5Click the Modify Refund button to move to the Modify Refund tab and modify the refund.
Step 6The refund details display, including Original Amount and Balance Unapplied to date.
Step 7Click the Vertical scrollbar to scroll down to the Refund Applied field.
Step 8The system indicates how much of the refund was applied previously. You may apply up to the remaining amount, but not a dollar value above the remaining amount.
Step 9Enter the correct amount into the Refund Applied field.
For this example, enter a valid value e.g. "500".
Step 10Press [Tab] to format the number you have entered.
Step 11Click the Vertical scrollbar to scroll back down to the Refund Applied field.
Step 12The system has formatted the amount you entered.
Click the Continue button to move to the Summary tab.
Step 13The Balance Unapplied has updated.
Click the Vertical scrollbar to scroll down.
Step 14Click the Submit button to submit the additional applied amount to the system and save your work.
Step 15The system displays a message indicating that the refund was successfully modified.
Click the Vertical scrollbar to scroll down.
Step 16Note: If you would like to modify additional refunds, you may click Done and return to the search screen to repeat the process.
Step 17Click the Go to Home button to return to the My Home Page screen.
Step 18Congratulations!
You have successfully modified previously applied refunds.