AutoAdjustment Preview Report
Use the AutoAdjustment Preview Report to review your potential transaction adjustments. The report is generated after a run of the Create Automatic Billing Adjustments process with the AutoAdjustments Option parameter set to Generate Report Only.
The report includes, for each adjustment, information about the customer, transaction, adjustment amount, and adjustment status. The report displays the total amount and count for both approved and pending adjustments.
Once you're satisfied with the adjustments that will be generated, you can run the Create Automatic Billing Adjustments process again with the AutoAdjustments Option parameter set to Create Adjustments.
Report Output
This table describes the column headings in the output of the AutoAdjustment Preview Report. These column headings are displayed for each adjustment type.
|
Column Heading |
Description |
|---|---|
|
Customer Name |
The name of the customer on the transaction. |
|
Number |
The account number of the customer on the transaction. |
|
Transaction Number |
The original transaction number. |
|
Transaction Type |
The transaction type for the transaction. |
|
Due Date |
The due date for the transaction. |
|
Adjustment Number |
The number assigned to the adjustment to the transaction. |
|
Adjusted Amount |
The amount of the adjustment. |
|
Balance Due |
The remaining balance due on the transaction after the adjustment. |
|
Status |
The current status of the adjustment. |
This table describes the row headings in the output of the AutoAdjustment Preview Report.
|
Row Heading |
Description |
|---|---|
|
Total Approved Adjustments |
The total amount of approved adjustments for this run of the process. |
|
Total Approved Adjustments Count |
The total number of approved adjustments for this run of the process. |
|
Total Pending Adjustments |
The total amount of pending adjustments for this run of the process. |
|
Total Pending Adjustments Count |
The total number of pending adjustments for this run of the process. |