Adjustments Tab

The Adjustments tab of the UM Settings page allows the organization to define the settings that apply to adjustments and refunds.

1. The Process field defines the dependency between validation and approvals for Adjustment processing. The default value is Require Validation for Approvals. The other options are Require Approvals for Validation and Require No Dependencies.
2. The next three fields pertain to adjustments that are refunds. The Bank Account value is the bank account from which refunds will be drawn. This value is required.
3. The Check Sequence value determines how refund checks should be ordered. The options are Customer Name and Account Number. Customer Name is the default value.
4. The Adjustment Reason field identifies the situation that required the adjustment. This value is required. The options are defined in Validation Set 108, Utility Management Adjustment Reason. All adjustments require a reason; the value selected will display as the default Adjustment reason, but any other reason defined may be selected.
5. The If No Forwarding Address field pertains specifically to refunds for accounts with Move Out bills with credit balances. The options are Create Refund and Do Not Create Refund. This field is required. If no forwarding information is available, your organization may wish to leave the credit on the account.

 

Go on to the Work Orders tab