Create a Manual Adjustment

Here you'll learn how to create manual adjustments for programs that don't use tiered adjustments, such as customer promotion, co-op, and lump sum programs.

1. From the Navigator, click Customer Channel Management under Order Management to navigate to the Programs page.
2. Search for and select the program for which you want to create the adjustment.
3. Click or select Create Manual Adjustment.
4. Select the Adjustment Type.
5. Select the Adjustment Reason. The adjustment reason is displayed by default if it is set up for the adjustment type.
6. Select a value for the Bill To customer. The related Bill-to Address and the Bill To Account displays.
7. Optionally, enter an Invoice number. This invoice number is validated against all prior sales transactions.
8. The Invoice Date is read-only. This date defaults from the Invoice after the invoice is validated from prior sales transaction.
9. By default, the Adjust by product switch is set to on. The arrow icon indicates whether the adjustment is an increase or a decrease.
10. Enter the Adjustment Amount.
    • If the Adjust by product switch is set to on, then you must enter an adjustment amount for each product line. When you save the adjustment, the application displays the total amount of the adjustments in the Adjustment Amount field, which isn't editable.
    • If the Adjust by product switch is set to off, then you must enter the adjustment amount.
11. By default, the Beneficiary same as customer checkbox is selected. This isn't applicable for adjustments in lump sum programs.
12. Add any comments for approvers.
13. Click More...to add view and further details for the adjustment as follows:
    • Adjustment Number: Enter a unique value. If you leave this blank, then the application automatically adds a number.
    • Owner: The default owner based on your business rules. You can select another owner, if required.
    • Adjustment Date: By default, this is the legal entity time zone set in the business rules. You can enter another date, if required.
    • Requested Accounting Date: This is an optional field. If SLA accounting rules are integrated and you leave this field blank, then the Adjustment Date is considered as the Requested Accounting Date for accounting purposes.
    • You can view the Program, the Promotion Code, and the Program Type.
14. If the Adjust by product switch is on, then the Products region displays. In the Products region,search for a product by item or description, or click Add and enter the following details:
    • Line: This is automatically displayed.
    • Item: Select the item from the list.
    • Item Description: This is automatically displayed.
    • Adjustment Amount: Enter the adjustment amount in the program currency.
    • Action: Click the applicable icon to apply or discard your changes to the row. You can also edit the row using the edit icon.
15. In the Notes region, you can create, edit, or delete rich text formatted general or reference notes.
16. In the Attachments region, you can drag and drop supporting documentation as attachments. Additionally, you can include URLs in this region.
17. Click Save to save your program.
18. Click Submit to submit your program.