Multiple P&I Adjustments

This page allows a user to create multiple adjustments for adjustment types that refer to the Manual P&I adjustment type category. Open this page using Main Menu > Accounting > Multiple P&I Adjustments

The topics in this section describe the base-package zones that appear on this tab.

Multiple P&I Adjustments Zone

Select the Account and Obligation and optionally the Assessment that you would like to review details about or add adjustments for.

Click Display Allocation to view the detailed balance for the chosen obligation / assessment.

Click Add Penalty to view existing manual P&I adjustments and display the details needed to add one or more manual P&I adjustments for this obligation / assessment

Existing Penalties

This section appears if the obligation or assessment chosen has any existing manual P&I adjustments.

If no assessment is chosen, all the existing manual P&I adjustments for the obligation are displayed with information about the related assessment, if applicable.
If an assessment is chosen, only the existing manual P&I adjustments for the selected assessment are shown.

Refer to the zone specific help text for more information about the data displayed in this section.

A user may select one or more manual P&I adjustments to cancel at this time.

Add Penalties

This section is used to created one or more manual P&I adjustments for the obligation or assessment chosen. Note that if no assessment is chosen, the user has the option of indicating the assessment to link the adjustment to. If no assessment is selected, the manual penalty adjustment is created as a special stand-alone assessment.

Refer to the zone specific help text for more information about the data required to create an adjustment.

Note: Adjustments created from this page are assigned the business object defined on the selected adjustment type. However, the page is only populating standard adjustment fields supported by the base product business objects. If your implementation defines business objects that capture additional required data about these types of adjustments, you must use the adjustment maintenance portal to create these adjustments.