Adjusting a line item to zero

To reverse a line item without deleting it, you can adjust it to zero. Infor Operations and Regulations automatically creates an adjustment transaction to bring the principal amount of the line item to 0.00. You can also adjust the entire balance of a bill to zero.

  1. Load the line item you want into the Line Item InfoViewer.
    You access the Line Item InfoViewer by clicking the Line Item link for the line item on the Bill InfoViewer's Line Item tab.
  2. Click Adjust Line Item to 0 in the upper right corner of the viewer.
    Infor Operations and Regulations shows a dialog box asking if you're sure you want to adjust the line item to zero.
  3. Click Yes.
    Infor Operations and Regulations creates an adjustment transaction to bring the amount of the line item to 0.00.