Inquire on Refunds


Concept

In this topic, you will learn how to inquire on a refund.


Steps:

  1. Click the Refunds Inquiry menu item to view a refund.

    Step 1
  2. You can use the search criteria fields to filter your search.

     

    By default, G5 will search by date range.

    Step 2
  3. If you have multiple payee DUNS, you will be able to search by Payee DUNS and Payee Institution Name as well.

    Step 3
  4. We will search by date range in this example.

     

    Click the Calendar icon next to the Request From Date field.

    Step 4
  5. Use the calendar to specify the date range you want to search.

     

    In this example, select March 1.

    Step 5
  6. Click the Search button to view the specified refunds.

    Step 6
  7. Click the Vertical scrollbar to scroll down.

    Step 7
  8. The results which meet the search criteria display.  The list of refunds is ordered by Refund Request Date and Award Number. The screen also shows how many records (awards) met your search criteria.  You can perform these additional tasks:

     

    -- View Award Details by clicking the hyperlink in the Award No. column,

    -- Scroll to View More of the awards which met the search criteria, or

    -- Jump to Page which allows you to jump to another page of results or the end (for longer lists of results).

     

    Note that the refunds have statuses.   They are:

     

    -- Pending when the refund has not yet been processed through Treasury.

    -- Settled when the refund has been processed through Treasury.

    -- Cancelled when a refund request was cancelled in G5.  Note that there is a 15-minute time limit for cancelling a refund request while it is in Pending status. 

    Step 8
  9. If you have multiple payee DUNS and search by date range only, all refunds submitted within the specified period will appear with an additional column providing the corresponding payee DUNS for each refund.

    Step 9
  10. Click the Vertical scrollbar to scroll up the page.

    Step 10
  11. Click the Home link to return to the M