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How to Create Transaction Adjustments

How to Create Transaction Adjustments

Owned by Former user (Deleted)
Last updated: May 07, 2019 by Former user (Deleted)

This step-by-step guide describes how to add adjustments to transactions. An adjustment is applied to a transaction line item's purchase price to calculate the final sale price. See How to Create Transaction Line Items (Old) for more information. Adjustments are applied automatically to new line items that meet the adjustment's criteria. These criteria are Product, Start/Stop Date, Customer Contact, and Customer Address. If a line item matches all of these criteria the adjustment will be applied. Adjustments can also be removed from a line item if they do not need to be applied in particular circumstances.

At this time adjustments can only be generated automatically when line items are created and match the adjustment's criteria.

Step-by-step guide

  1. Navigate to the Adjustment Manager from the main menu: Transactions ā†’Ā Transactions.

  1. Click on theĀ AdjustmentsĀ button on the top left of the screen and selectĀ + Add Adjustment.
  2. Enter an Adjustment NameĀ andĀ Adjustment Description.
  3. Specify a Product. This adjustment will be limited to line items of this Product.
  4. Enter a Start Date and Stop Date. These dates determine when adjustments will be applied to new line items.
  5. Select a Customer ContactĀ and Customer Address. This adjustment will only be applied to the specified customer and address from the transaction.
  6. Enter a Adjustment Per Master. This number is added to the line item's purchase price.
  7. Click the Save button.

When an adjustment is applied to a line item it will be shown below the line items in at the bottom of the transaction edit form.

  • The Line No.Ā references the line this adjustment is applied to.
  • The DescriptionĀ defaults to the Adjustment NameĀ from the adjustment.
  • The RateĀ defaults to the Adjustment Per MasterĀ from the adjustment.
  • You can optionally specify any relevant Notes for this adjustment.
  • You can also add adjustments to specific transactions using the edit function under theĀ Transaction No.Ā dropdown menu on theĀ TransactionsĀ page.






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