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You can approve a pending adjustment only if the adjustment amount is within your approval limits. However, you can review adjustment histories, record your comments, and create all other actions (such as assign a status of More Research or Rejected), even if the adjustment is outside your approval limits. See: Adjustment Approval Limits.

You can approve an adjustment that has been selected and approved for automatic receipt generation only if the user profile option AR: Invoices with Unconfirmed Receipts is set to Adjustment or Adjustment and Credit.

When you approve an adjustment that is within your approval limits, Receivables automatically updates the balance of the transaction.

Prerequisites

   Enter transactions

   Enter adjustments

   To approve a pending adjustment:

1. Navigate to the Approve Adjustments window.

2. To limit your display to only certain adjustments, enter selection criteria. For example, enter a Creator, Adjustment Number, Currency, range of Amounts, or adjustment Status. Open the More alternative region to enter selection criteria for a specific transaction, customer, or adjustment. Leave a field blank if you do not want to limit your query to adjustments matching that criteria.

You can control how Receivables displays your adjustments by choosing the Order By Amount or Status option.

3. Choose Find.

4. To approve an adjustment, enter a Status of Approved.

To review information about this adjustment, including the date this adjustment was created, who created this adjustment, and any related comments, choose Action History.

5. Save your work.

See Also

Entering Manual Adjustments

Printing Adjustments

Creating Automatic Adjustments

Adjustment Register