Credit an index code

We notice a mistake, or customer or OIT staff requests a billing reversal or credit →

1. Create a service order (Main > Service Desk > Service Orders)

   1. Owner - Department: (part of OIT that collected the revenue that is being reversed, or provides the service related to the credit)

   2. Requestor: (whoever is actually requesting the credit: you, or Brent, or Michele, or the customer, or OIT staff)

   3. Description like

      1. Ticket# OITSD-12345 Credit for server hosting charges

2. Add charge:

   1. Charge catalog: CRSERVER for server hosting, specific credit charge code if available (or ask Brent to create one if there doesn’t seem to be an appropriate one)

   2. Charge override: actual (negative) amount you want to credit

   3. GLA override: index code that should receive the credit

   4. Description: something the customer will understand on their bill

3. Save, Verify total charge amount, change Status to Completed, Save, change Status to Finalized, Save.