Manage Adjustment Reasons

These are the reasons for making the adjustments, which you can set up based on your business needs.

You can create and update adjustment reasons for each adjustment type in the Adjustment Reasons section on the Manage Adjustment Types page.

1. Select the adjustment type for which you want to create adjustment reasons. Scroll down to the Adjustment Reason section.

2. Select the Add icon to create a new adjustment type.

3. Enter a code for your adjustment reason in the Adjustment Reason Code field. This code:

   • Acts as a unique identifier for the adjustment reason, and is required.

   • Is used to identify and synchronize setup data across multiple environments.

   • Is not available to users in the transactional pages.

4. Enter the adjustment reason in the Adjustment Reason field.

5. These fields are optional:

   • Description: Add a description to better document your reason.

   • Enable check box: If this check box is selected, the reason becomes available for selection in the Manage Adjustments page while creating a manual adjustment with the corresponding adjustment type.

   • Default check box: If this check box is selected, the reason becomes the default for the adjustment type, and is automatically selected as the adjustment reason while creating a manual adjustment with the corresponding adjustment type.

6. Click Save.