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. 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.