Creating Basket-Level Adjustments for Sales Orders

Access the Modify Adjustment Controls form.

Do not Print on Document

Select and the system does not print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

Print on Document

Select to print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

Add to Sales Detail File

Select to update the F4211 table with adjustment detail line information. The system does not include this type of adjustment when it calculates the current net price. Use this code for order-level adjustments only.

Accrued to G/L (accrued to general ledger)

Select to create an accrual adjustment. The system updates the F4074 table and posts the adjustment to the general ledger during the Sales Update process.

Rebate

Select to create a rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line.

Print on Invoice - Detached

Select to print the adjustment on the invoice. The system adds the adjustment to the order total but does not include it in the unit price. The system posts separate general accounting and accounts receivable entries for this adjustment during Sales Update.

Supplier Proof of Sales

Select to create a supplier proof of sale rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line and posts the adjustment to the general ledger during Sales Update.

Rounding Adjustment

Select to create a rounding adjustment, based on the rounding rules set up in the Price Adjustment Detail Revisions program (P4072). The system adds the adjustment amount to the unit price.