Page 1 - What is the Workflow for Write Offs

Write Off Debit and WO Workflow
What is the Workflow for Write Offs?

Overview

Write Off Workflow involves two routing stops, ARSchool and ARCentral. The ARSchool stop will be invoked for only one
BU: AROXF. The ARCentral routing stop will be invoked for four BUs: ARAFF, ARDAR, ARGAR, and ARSOM. Write offs
for other BUs will not be subject to workflow within the system.

When a Write Off being entered, it will be distinguished from other receivables maintenance worksheet entries by means
of the Entry Type = WO (Write Off Debit) or WOC (Write Off Credit). Workflow will not be invoked for Entry Type= MT
(match customer's debits vs credits) or for Entry Type= RC (refund to a customer).

The Write Off requires supporting documentation before it can be submitted. A preview Approval Routing map will also
appear and will allow the originator/submitter to insert an optional Ad Hoc preliminary approver/reviewer before
submitting. The Ad Hoc approver can be any unlocked user in the system.

Write Off a Debit

Determine Coding of Original Invoice
Before you create the Write Off worksheet, review the original bill to determine the Revenue account (if your BU writes
off to the same revenue account as original invoice). This is necessary to ensure you choose the correct Reason Code on
the worksheet.

Page 1 of 10

Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents