Defining Adjustment Reasons

To set up adjustment reasons, use the Adjustment Reasons component (AV_ADJ_REASON_TBL).

This section discusses how to set up valid reasons for transaction adjustment.

Page Name	Definition Name	Navigation	Usage
Adjustment Reasons	AV_ADJ_REASON_TBL	select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Adjustment Reasons	Define your institution's valid reasons for making an adjustment to a commitment transaction.

Access the Adjustment Reasons page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Adjustment Reasons). The adjustment reasons you define here become available for selection in the Reason field on the Gift Adjustment and Pledge Adjustment pages.

Image: Adjustment Reasons page

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

Examples of common adjustment reasons are Data Entry Error, Donor Request, and so on.

Defining Adjustment Reasons

Page Used to Define Adjustment Reasons

Setting Up Adjustment Reasons