Manage Periodic Adjustment Factors

Use the Periodic Adjustment Factors application to review and update existing periodic adjustment factors.

You can update a periodic adjustment factor, but the changes you can make depend on its status and whether it's been used to adjust an overhead method. The following table describes the changes you can make depending on the status of the periodic adjustment factor.

Status	Action
Editing	This is the initial status of a periodic adjustment factor. You can edit the description and add, edit, or delete adjustment factor values in this status. Note: If a periodic adjustment factor has been returned to Editing from Active, and it’s already been used to adjust an overhead method, you can’t edit or delete it. In this scenario, you can only add new adjustment values.
Active	You must change a periodic adjustment factor to Active before you can use it to process overhead. You can’t make any changes to a periodic adjustment factor that’s active. You must change it to the Editing status to update it.
Inactive	Use this status if you want to temporarily halt the processing of overhead with the periodic adjustment factor. For example, you might need to do this if a dispute arises over overhead charges. When resolved, you can return it to the Active status.

Status

Action

Editing

This is the initial status of a periodic adjustment factor.

You can edit the description and add, edit, or delete adjustment factor values in this status.

Note: If a periodic adjustment factor has been returned to Editing from Active, and it’s already been used to adjust an overhead method, you can’t edit or delete it. In this scenario, you can only add new adjustment values.

Active

You must change a periodic adjustment factor to Active before you can use it to process overhead.

You can’t make any changes to a periodic adjustment factor that’s active. You must change it to the Editing status to update it.

Inactive

Use this status if you want to temporarily halt the processing of overhead with the periodic adjustment factor. For example, you might need to do this if a dispute arises over overhead charges. When resolved, you can return it to the Active status.