Creating Adjustments

Access the Agreement Adjustment form.

To create an adjustment:

1. Enter the adjustment type and reason.

2. Accept the defaults, or complete these fields:

   • Document Number

   • G/L Date

   • Adj Date

   • Explanation

3. Click the Agreement Information tab and complete these fields:

   • Agreement Nbr

   • Product Source

   • Destination

   • Product

   • Due To

4. Click the Bulk Information tab and enter the transaction quantity.

5. To close the agreement, click the Agreement Information tab and select the Close Agreement option.

6. Enter the cancellation date and reason, and click OK: