Reviewing customer adjustments

  1. Sign in as Receivables Specialist or Receivables Manager.
  2. For Receivables Specialist, select Cash Application > Review Applications > Customer Adjustments.
    For Receivables Manager, select Processing > Cash Application > Review Applications > Customer Adjustments.
  3. Select a record.
  4. Click Select on the Adjustments tab and specify this information:
    Reason Code
    Select the new reason code for the Application Adjustment.
    Dispute Code
    Select the new dispute code for the Application Adjustment.
    Post Date
    Select a Global Ledger posting date.
    Description
    Optionally, specify a description.
    Account
    Specify an account information for pending adjustments.
  5. Optionally, update the selected record's Action Code.
  6. Select Remove Pending Adjustments to delete the Receivables pending adjustment.
  7. Select Process Pending Adjustments to complete the selected record.