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Requesting an Adjustment to an Invoice

End users can associate the adjustment request with the entire invoice or with a specific line item in the invoice. Because the billing component is integrated with an external billing application, an adjustment request is sent to the external billing application, which processes the request.

NOTE:  End users can also begin this procedure from the Billing Portal view. For information, see Table 15.

This task is a step in Process of Creating Adjustments in Siebel Energy (End User).

Requesting Adjustments for Entire Invoices

To request an adjustment to an entire invoice, follow this procedure.

To request an adjustment to an entire invoice

1. Navigate to the Invoices screen.
2. From the Show drop-down list, select All External Invoices.
3. In the Invoices list, drill down on the invoice number of the invoice.
4. Click the More Info view tab.
5. On the Invoices form, click Adjust.

   The Adjustment Request form appears with some fields populated.

6. Complete any necessary information, such as the reason for the adjustment, and click Submit.

   The request is processed, and the fields are populated with the results.

Requesting Adjustments for Invoice Line Items

To request an adjustment to a line item in an invoice, follow this procedure.

To request an adjustment to an invoice line item

1. Navigate to the Invoices screen.
2. From the Show drop-down list, select All External Invoices.
3. In the Invoices list, drill down on the invoice number of the invoice.
4. Click the Line Items view tab.

   The Adjustment Request form appears with the Line Items list beneath it. The Status fields default to Open and the Type fields default to Credit. The list displays a history of adjustment requests.

5. Select the line item you want to adjust, and click Adjust.

   A new record is created with some fields populated.

6. Complete any necessary information, such as the reason for the adjustment, and click Submit.

   The request is processed, and the fields are populated with the results.