Correct Summary Adjustment

Use this procedure to apply a generic adjustment to decrease the account balance.

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Type the Customer Number and press Tab.

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Click Trans Lookup select the transaction and click Add.

Transaction information is displayed. View field definitions.

In the Adjustment Amount field, type the amount you want to decrease the account. Do not type a negative number.

Click Browse to attach supporting documentation.
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Verify the total adjustment and the customer balance after adjustment are correct.
Click Save.
Click OK.

Field	Definition
Customer Name	Customer name.
Major Account Number	Account number on the major account.
Major Account Name	Name on the major account.
Adjustment Amount	Amount to correct or remove of the service charge posted to the account.
Notes	Comments added to the account.
Original Customer Balance	Customer account balance before the adjustment.
Total Adjustment	Total amount adjusted on the account in this transaction.
Customer Balance After Adjustment	Balance of the customer account now.