The information you enter during this function for an order is saved
only temporarily. If you close the form or switch to another order, all
information is lost. After successful invoice printing and posting, the
entries are cleared.
To create a price adjustment invoice, perform these steps:
-
Open the Price Adjustment Invoice form and select
the filter information (order, customer, etc.) for the order whose
line item you want to adjust.
The lines for that order display in the grid.
-
Select the line you want to adjust.
-
Specify the invoice to which this adjustment applies (if applicable).
-
On the form header, make any changes to the Freight
or Misc Charges amounts.
The Invoice Total changes accordingly.
-
Use the fields in the tabs to adjust the quantity, discount amount,
or price.
After you enter a new value and move out of a field, the values
in the Old Net, New
Net, and Net Adjust fields change
to match the adjustments you made.
-
If necessary, select the original invoice number and a reason for
the adjustment.
-
To adjust the tax, click Adjust Tax
and make the appropriate changes on the Price
Adjustment Invoice - Tax Adjustment form.
-
To return to the Price Adjustment Invoice
form, click Return.
-
To display the Print Price Adjustment Invoice
form, click Print/Post Invoice.
On this form, you can specify invoice formatting options, test the
print alignment, and then print and post the invoice.