About Price Adjustment Invoices
The system uses adjustment invoices to reflect changes to the discount and/or unit price of previously invoiced order line items. Order line items that are not shipped or invoiced, or that have outstanding returns which have not yet been credited, cannot be adjusted.
Line items with returned quantities must have a credit memo generated for them before any price change is made. Otherwise, the system would credit the incorrect monetary amount.
Preprinted Forms
If your company uses preprinted and pre-numbered forms, the maximum number of lines allowed per invoice is defined on the Accounts Receivable Parameters form. The invoice headers will be the same but the invoice number will change. Also, the total amount prints in words in the footer.
About Adjustment Line Items
Only those adjustment line items with a nonzero Net Adjust amount appear on the Adjustment Invoice. It is also possible to print invoices that have no line adjustments but that do have adjustments to Misc Charges and/or Freight.
When adjustment line items do appear, they map into the invoice form as follows:
| Invoice Field | Set From Form Field |
|---|---|
| Qty Ordered | Qty Ordered |
| Qty Shipped | To Adjust |
| Qty Back Ordered | QO - TA
QO = Quantity Ordered TA = To Adjust Item Number |
| Item Number | Item |
| Unit Price | NA / TA (round places + 3)
NA = Net Adjust TA = To Adjust |
| (others) | Customer Order Header and Line Items as Regular Invoice |
Price Change Calculation
An additional line displays after the Extended Price and before the Item Description. This line displays the price change as follows:
#Price Change, From: 999.99999 To: 999.99999
The prices shown have the discount factored in.
The system calculates the From Price as follows:
FP = OP * (1 - OD / 100) (rounded to currency places +3)
where:
FP = From Price
OP = Old Price
OD = Old Discount
The system calculates the To Price as follows:
TP = NP * (1 - ND/100) (rounded to currency places + 3)
where:
TP = To Price
NP = New Price
ND = New Discount
Notice that the Unit Price printed on the invoice does not necessarily match the exact difference between the From and To Prices. This is because the Unit Price is calculated from the Net Adjust; the Net Adjust is an already rounded amount.
Multi-User Processing
Only one instance of the invoicing background task can run at a time. Requests to run this background task are processed synchronously. If two users try to process a price adjustment simultaneously on the same invoice, both adjustments are placed on the background queue. The first adjustment to be processed succeeds; no adjustment invoice is created for the second request. You can check the results of the background task processing in the Background Task History form.