The Credit Memo Request Workflow process is a predefined workflow process that routes a credit memo request for approval using an organization’s internal management hierarchy or approval limits defined in Oracle Receivables. If the request is approved, a credit memo is automatically created in Receivables. Otherwise, the process notifies the requestor with an explanation of why it was not approved.

You initiate the Credit Memo Request workflow from iReceivables. iReceivables is a web–based, self–service application that enables registered users to access their Receivables account information using a standard web browser. When an iReceivables user chooses the Dispute a Bill function, Receivables places the specified amount in dispute and initiates the Credit Memo Request process to route the request for approval.

To obtain approvals for a request, the Credit Memo Request process contacts the appropriate personnel via email or by posting notifications in the Workflow Notification Viewer window. If the disputed amount is greater than the approver’s predefined limit, the process forwards the request to the next approver in the hierarchy. The process uses limits that you define in the Receivables Approval Limits window for each person within the hierarchy.

If the request receives the required approval, Receivables creates a new credit memo. If the request is rejected, the process notifies the requestor and removes the amount from dispute. You can use the predefined approval process that Receivables provides or customize the process to meet your business needs.