Record Summary Adjustment

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

-or-

Type the Customer Number and press Tab.

The customer name and account information is displayed. View field definitions.

In the Adjustment Amount field, type the amount of the adjustment you want to add to the account.

Click Browse to attach supporting documentation.
To add a comment, click Add New. Tell me how...
Verify that the total adjustment and the customer balance after the 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.
Transaction	Transaction number.
Original Transaction Amount	Original dollar amount of the transaction.
Adjustment Amount	Amount to correct or remove of the service charge posted to the account.
Attachment	File name of any attached document.
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 after the adjustment.