Adding an adjustment package

If you need to make multiple line item adjustments for the same account, you can create an adjustment package. For example, you might want to adjust all of an account's water bills for the past year. You can then submit the entire package for approval rather than the individual adjustments. Approval is based on the total amount of all adjustments in the package.

Note: Packaged adjustments are only available for line item adjustments, not account adjustments. In addition, adjustments to FYI, Discount, and Deposit line items cannot be packaged.

To create an adjustment package, you first look up the bills containing the line items you want to adjust. Infor Public Sector shows all line items for the selected bills, which you can then adjust as required.

  1. Select Billing > Manage Account.
  2. Load the correct account.
  3. On the Maintenance tab, under Transactions, click Add Adjustment Package.
    Note: The Add Adjustment Package link can also be displayed in the Quick Links panel on the Summary tab.
  4. Specify the number of bills you want to search for in the Load Last __ Bills for Adjustments field.
    You can also use the Bill Type field to limit your search results by bill type. You can select the Include Interim Bills and Include Penalty check boxes to include interim bills and penalty line items in your search results.
  5. Select the adjustment type that you want to use for the adjusted line items from the Default Adjustment Type list.
    Depending on the option you select, Infor Public Sector will automatically enter an adjustment type in the Adjustment Type column for each line item in your search results. You can select one of these options.
    • None: Infor Public Sector will not enter a default adjustment type.
    • Line Item Adjustment Type: Infor Public Sector will use the default adjustment type for each line item type, as defined in Line Item Setup. If a line item has no default adjustment type, the Adjustment Type column remains empty.
    • Specific: Infor Public Sector will use the line item type that you specify. When you select this option, the Specific Adjustment Type field is displayed so that you can enter the adjustment type you want to use.
  6. Click Search.
    The Bills grid shows all line items for all bills that match your criteria. If you specified a default adjustment type, Infor Public Sector enters an adjustment type for each line item in the Adjustment Type column according to the option that you selected. You can also enter the adjustment type manually.
  7. Adjust each line item in the grid as required.
    To adjust a line item in the grid, click Edit and enter the adjustment amount and, if required, the adjustment type. Then click Save.
  8. Specify your employee ID in the Adjusted By field, and ensure that the correct date is displayed in the Date field.
  9. Specify the adjustment type that you want to use for the package in the Package Adjustment Type field.
    Note that the package adjustment type is distinct from the adjustment types for the individual line items. Approval of the adjustment package will depend on the rules defined for the package adjustment type.
  10. Click Adjust.