Use this tab to add missing information to a refund record
prior to processing. You can select information for an existing vendor
or add a new vendor on the fly.
Note
An asterisk (*) indicates
a required field or selection.
Record Number
The display-only refund record number for the
record being edited. If you count from the top of the grid, the record
number is the line number in the list.
Description
A description of the transaction; for example,
SODA Refund—Smith.
This field is editable.
Invoice ID*
The invoice identification for the refund invoice.
This field is editable.
Expense Code *
The expense code. Click the Lookup Button 
to display a list and select another expense code for the
refund from the list, if desired. The expense code you select is linked
to this vendor as the general ledger account number used for invoicing.
Use Existing Vendor
Select this option if you want to use a vendor
that is already in the system. The Vendor ID, Name, Short Name, and address
show as display-only in the fields to the right for the existing vendor.
Vendor ID (existing vendor)
Click the Lookup Button to select
an existing vendor for the refund record.
Create New Vendor
Select this button to add a new vendor to use
for the refund record and then complete the Vendor ID, Name, Short Name,
and address fields below.
Vendor ID *
The vendor identification. This ID appears on
lists and in reports.
Name *
The name of the vendor.
Short Name
An abbreviated vendor name. This name appears
in the vendor grid.
Address
The street address for the vendor.
City
The city for the vendor.
State
The two character abbreviation for the state for
the vendor.
Note
Once the record is saved, the Lease record in eSite will
be updated with any new Vendor ID assigned in eFinancials for the deposit
record.
Previous
Click to display the previous refund record. When
you select this button, the currently displayed record is saved automatically.
Next
Click to display the next refund record. When
you select this button, the currently displayed record is saved automatically.
Cancel
Click to stop without saving the work you have
done on a page.
Save
Click to save changes that you have made for the
displayed refund record.
Fields