Adding an account-level adjustment

An account-level adjustment adjusts the overall balance of an account without regard to any specific bills or line items. Depending on your agency's approval levels, the adjustment may require approval from a user with the necessary access rights. You can also adjust an account's overall deposit balance.

See Adding a deposit adjustment.

  1. Select Billing > Manage Account.
  2. Load the correct account.
  3. In the Maintenance tab, under Transactions, click Add Account Adjustment.
    Note: The Add Account Adjustment link can also be displayed in the Quick Links panel on the Summary tab.
  4. Specify this information:
    Adjusted By
    Specify your employee ID.
    Date
    Specify the date and time of the adjustment.
    Bill Type
    Specify the bill type for the adjustment.
    Adjustment Type
    Specify the type of adjustment that you're making.

    You can select any adjustment type that is available for the bill type you entered in the Bill Type field. Adjustment types are defined as line items using Line Item Setup and assigned to bill types using Bill Type Setup. The adjustment type you select determines whether the adjustment is a credit or debit and the approval levels that are required for different adjustment amounts.

    Amount
    Specify the amount of the adjustment.

    Because the adjustment type you specify in the Adjustment Type field indicates whether the adjustment is a credit or debit, you only need to specify the amount by which the account balance is being adjusted. Infor Public Sector will subtract the amount of a credit adjustment from the balance, and add the amount of a debit adjustment.

  5. Click Save.