To adjust payment and credit applications

  1. Access Payment and Credit Adjustments (AR35.2).
    Note: Payment adjustments involving a credit memo created from a payment are exempt from processing on this form.
  2. Use this form to create and maintain adjustments, such as discounts or shortages, for a payment or credit memo. Adjustments can be added, deleted, or changed. Use the following guidelines to enter field values:
    Credit or Payment

    Type the credit or payment transaction number in the appropriate field.

    Reason

    Select an adjustment reason.

    Adjust Amount

    Type the amount of the adjustment.

    Operator

    Required if Yes is selected in the Cash Operator ID Required field on Company (AR01.1).

  3. Click the More button to select an activity and account category and to define adjustment units for the adjustment.