Adjustment Post
After the adjustments have been validated and fully approved you can post the adjustments. While the invoices are processed as a batch, posting can be done on an adjustment-by-adjustment basis, as with validations and approvals.
Follow the steps below to post adjustments that have been validated and approved.
- Go to Financial Management > Miscellaneous Billing > Adjustments.
- On the Adjustment List page click the Post
workflow button. - Select the check box in the first column of the row to select that adjustment to be posted. To select all adjustments to be posted, select the top check box in the column header.
- Click Show Output Preferences, located in the top right corner of the page, to view additional output preferences you want to display on the listing. Optionally, you can select any of the following options:
- Include Transaction Detail – the detail billing transactions will be included on the listing for each adjustment.
- Include Detail G/L Distribution Information – the detail G/L distribution information will be included on the listing for each adjustment.
- Click Submit to post the selected adjustments. Details can be viewed in myReports.
The adjustments will appear in the Adjustments section on the next printed bill.
If the adjustment is successfully posted, ‘Posted’ displays after the adjustment in the Post Results section presented below the list and the adjustment is removed from the Adjustment List page. If the adjustment is not successfully validated, a reason displays after the adjustment in the Post Results section presented below the list on the Adjustment List page.
If needed, click Reset to return the data in the fields to the state they were in when the page was last saved.