Performing Line Item Mass Adjustments

This section discusses how to:

Maintain mass adjustment definitions.
Select line items for mass adjustment.
Enter mass adjustment details.

Pages Used to Perform Line Item Mass Adjustments

Page Name	Definition Name	Navigation	Usage
Mass Adjustment List	BP_LINE_ADJ_LST	Click the Edit Adjustment link on the My Planning Workspace page.	Add, edit, and delete adjustment IDs, and perform apply and reverse actions to adjustment IDs.
Mass Adjustment Selection	BP_LINE_ADJ_SEL	Click the Go button on the Mass Adjustment List page.	Specify and edit the selection of line items to which you want to apply mass adjustments. The system uses the dimension and member ranges defined here to retrieve the associated line item data.
Mass Adjustment Details	BP_LINE_MASS_ADJ	Click the Mass Adjustment Details link on the Mass Adjustment Selection page.	Enter a positive or negative adjustment percentage or amount to apply to the selected line item rows.

Mass Adjustment List Page

Use the Mass Adjustment List page (BP_LINE_ADJ_LST) to add, edit, and delete adjustment IDs, and perform apply and reverse actions to adjustment IDs.

Navigation

Click the Edit Adjustment link on the My Planning Workspace page.

Image: Mass Adjustment List page

This example illustrates the fields and controls on the Mass Adjustment List page. You can find definitions for the fields and controls later on this page.

Adjustment ID

Enter a unique adjustment ID.

You cannot use the word SYSTEM as a prefix because the application automatically prefixes system-generated adjustments with SYSTEM. (For example, you cannot enter an adjustment ID of SYSTEM123.)

Note: You cannot change selection parameters or the mass adjustment definition for an existing adjustment ID that you applied or reversed.

Statistical Budgeting

Select to adjust statistical accounts or codes.

Click to add or modify the adjustment parameters for the adjustment ID.

Adjustment Amount

Displays the value of the applied adjustment.

The system saves the mass adjustment modifications for the selected line items.

Currency Code

Displays the adjustment's currency code.

Apply

Click to perform the mass adjustment that you define on the Mass Adjustment Details page.

Reverse

Click to reverse a previously applied mass adjustment.

Note: You do not have to reverse mass adjustment IDs in the order in which you created them. When the system applies or reverses an adjustment, it uses the value defined when you checked out the activity and created and saved the adjustment ID.

Note: You can delete an existing adjustment ID that you have not yet applied by deleting the line item row. If you have applied it, you can reverse the mass adjustment and then delete it.

Mass Adjustment Selection Page

Use the Mass Adjustment Selection page (BP_LINE_ADJ_SEL) to specify and edit the selection of line items to which you want to apply mass adjustments.

The system uses the dimension and member ranges defined here to retrieve the associated line item data.

Navigation

Click the Go button on the Mass Adjustment List page.

Image: Mass Adjustment Selection page

This example illustrates the fields and controls on the Mass Adjustment Selection page. You can find definitions for the fields and controls later on this page.

Adjustment ID

Enter a description for the line item mass adjustment in this free-form text field.

Account Category

Select to narrow your line item selection criteria to a similar group of accounts (such as building expenses).

From and To (from and to ChartField values)

Enter a range of values to narrow your line item selection criteria.

If you are adjusting statistical amounts, you must enter a statistical code dimension value. You cannot adjust more than one statistical code in the same adjustment ID.

When adjusting monetary amounts for a multicurrency model, enter a single currency code. You cannot adjust more than one currency code in the same adjustment ID.

Mass Adjustment Details Page

Use the Mass Adjustment Details page (BP_LINE_MASS_ADJ) to enter a positive or negative adjustment percentage or amount to apply to the selected line item rows.

Navigation

Click the Mass Adjustment Details link on the Mass Adjustment Selection page.

Image: Mass Adjustment Details page (1 of 2)

This example illustrates the fields and controls on the Mass Adjustment Details page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Mass Adjustment Details page (2 of 2)

This example illustrates the fields and controls on the Mass Adjustment Details page (2 of 2). You can find definitions for the fields and controls later on this page.

Before Adjustment

Displays the total amount of all selected line item rows.

Adjustment

Displays the total amount calculated as your mass adjustment for all selected line items, based on your specified adjustment parameters.

After Adjustment

Displays the sum of the before and after adjustment amounts. This sum represents the line item amount total after applying the mass adjustments' total.

Percentage

Enter the relative increase or decrease to apply an amount to each of the selected line item rows.

Enter the percentage as a number with two decimal places. Enter a positive number to indicate a percentage increase and a negative number to indicate a percentage decrease. For example, enter 2.00 for a two percent increase, or −2.50 for a two and one-half percent decrease.

Adjustment Amount

Enter the increase or decrease amount to apply to each of the selected line item rows.

Budget Period From and To Budget Period

Enter the budget period range to which you want to apply the mass adjustment.

If you do not enter beginning and ending budget periods, the mass adjustment applies to all budget periods defined in the planning model for the selected line items.

Include Starting Balance

This check box is active only if you have not selected the Budget Period From field.

Select this check this box to include the starting balance for balance sheet accounts in the Mass Adjustment Distribution grid.

Select

Select the check box next to each line item row that you want to include in the mass adjustment process.

Note: In the activity scenario's planning model , you can exclude line items from mass adjustments by clearing the Adjustments check box on the Assign Planning Method Defaults - Override Controls page. If the check box is cleared for the corresponding account dimension member, then the system excludes it from any mass adjustments and the line item does not appear on the Mass Adjustments Details page.

If you select the Hold check box for line item rows on the Line Item Details page, the system excludes selected line items from any mass adjustment changes and does not display them on the Mass Adjustment Details page.

When you have only partial access to planning center data due to secondary security rules applied by the coordinator, you will be able to only see and adjust those rows to which you have access. The adjustments cannot apply to rows you do not have access to.