Review and Approve Pending Adjustments
When an adjustment is created, it is sent to the next higher person in the hierarchy for approval. For example, if an associate completes and adjustment, the adjustment is sent to the store manager for approval. If the store manager creates the adjustment, the adjustment is sent to the Regional Manager for approval, and so forth.
When an adjustment is waiting for approval, it is listed in the A/R Dashboard in the Accounts Receivable Tasks and Alerts (Real Time) window on the CARRR main page. See figure below. The adjustment is not complete until it is reviewed and approved. Notify RM (no automatic email notifies RM) that adjustment needs to be reviewed and approved.
- Select the View link to review the pending adjustment.
You can also review your adjustments from the main CARRR menu, select Adjustment ► Review and Approve Adjustments.
NOTE: You cannot review A/R refund adjustments within this tab.
Use this feature to research all open, approved, declined, and on hold adjustments including payment adjustments; (move a payment to another store, record recovery of bad debt, split major or correct major and transfer unclaimed property to the home office).
To begin a search in CARRR select an ADJUSTMENT STATUS
Your choices will be
- Open
- Approved
- Declined
- On Hold- used less frequently
- All
For Approved Statusit is a best practice to choose All, so all adjustments within the selected adjustment status will display.
For a more narrow search, you may filter to search for a specific adjustment Date, Reason, or Amount. Export your results into Excel format if there are too many records to sort.
A/R Review and Approve Refunds
Once an A/R adjustment is searched by the Request Status of: Open, Approved, or Declined, each adjustment within the total needs to be approved.
Select Detailreview additional adjustment information.
NOTE: If any adjustment was initiated in CARRR by another user at the store below the store manager, like the assistant manager (ASM), these adjustment initiations will need to be approved by the manager (MGR) before the adjustment can proceed to any additional approvals.
