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  5. How to Create a CR Adjustment

How to Create a CR Adjustment

  • Created January 30, 2015
  • Author James Browning
  • Category Adjustment Management
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  1. Click Accounting > Adjustment Management > Create CR Adjustment to open the Adjustment screen.
  2. From the calendar, select the date on which you want to issue the credit adjustment.
  3. Search for the client for whom you want to create a credit adjustment by filtering the results on the screen by either Account Number or Name.
  4. Click select next to the relevant client to open the Adjustment screen.
  5. Create the credit adjustment by entering information in the following fields:
    1. Click in the Date field, and select the date on which you want to issue the credit adjustment from the resultant calendar view.
    2. From the Assign to contract drop-down list, choose the contract to which to assign the credit adjustment.
    3. Enter information in the Info text field. This is supplementary information that is displayed on the credit adjustment.
    4. In the Adjustment amount field, enter the receipt credit adjustment amount.
    5. Click either >> auto, Recalculate allocation, Clear allocations or allocate.
  6. Click Save and Close when complete to create the credit adjustment.

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  • James Browning
    Articles Authored: 124

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