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.

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Definition Name

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Usage

Adjustment Reasons

AV_ADJ_REASON_TBL

Set Up SACR > Product Related > Contributor Relations > Session Management > Adjustment Reasons

Define your institution's valid reasons for making an adjustment to a commitment transaction.

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

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