- Complete accessing your policy rules.
- In the dropdown menu located to the right of Refund Process, select Automatic.The Trigger and Execute dropdown menus are displayed.
-
Set the Trigger event:
- RMA is approved
- Shipment is in transit
- Shipment has been received
- Items have been validated
The available trigger options vary according to trigger selection and account. For example, selecting Items have been disabled displays the Validation dropdown menu. -
In the Execute field, select one of the following:
- Immediately
- After…
-
Do one of the following:
- If you selected Immediately, skip to Step 6.
-
If you selected After…, set the following:
- Number value
- Time unit

- Click the save icon.
The save icon is only displayed when you change your Approval Process selection.

