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Contents Page
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| Viewing the Adjustments |
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You can view the
adjustments on an account by selecting the
Adjustment
folder in the left hand frame of the Account
Manager Screen.
The details of any adjustments applied to the
account will display in the bottom frame as
shown below. The adjustments can be sorted by
clicking on the column headers. |
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| Creating an Adjustment |
The Adjustment screen can be launched by clicking on the
NEW
button located at the top right hand side of the
Adjustments browse. You may leave this screen
at any time by clicking the "CANCEL" button.
The first setting you may define here is "Apply
To" where you will select the invoice you wish
to apply the adjustment to. Generally there
will be only one invoice.
By right clicking in the "Adjustment
Code(?)" box you will be able so select a system
adjustment code from the browse.
Enter the value of the adjustment in the "Adjustment
Amount" box. Minus values can also be
applied if required, however please not that
minus values increase the balance of the
account.
The following boxes
"Reference 1" and "Reference 2" are for you
to
enter reference details you may require for the
adjustment. |
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The date of the adjustment is defaulted to the
present date, however you can change this if
required. Just simply right click in the
"Adjustment Date (?)" box and select the date you
wish to apply to the adjustment.
If the date the adjustment was due is different
from the date the adjustment is being created you
can use this field to mark the date the
adjustment
was due. Again right click in the "Adjustment
Due Date (?)" box and select the date you wish
to post.
The "Description" box can be used to enter a
small note on the adjustment.
Click on the "OK" button to save your changes. |
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| Updating / Deleting an
Adjustment |
You may update an
adjustment by double clicking on the adjustment displayed on the Account Manager Screen or by selecting
the adjustment and clicking on the "UPDATE" button located
below the "NEW" button. All fields highlighted
above are editable in the update mode. Click on
the "OK" button to save your changes.
Simply delete the adjustment by clicking on the "DELETE"
button. |
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Contents Page
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