Adjustment Type - Algorithms

To define algorithms for adjustments, open Admin > Financial > Adjustment Type > Search and navigate to the Algorithms page.

Description of Page

The grid contains Algorithms that control important adjustment functions. If you haven't already done so, you must set up the appropriate algorithms in your system. You must define the following for each algorithm:

Specify the System Event with which the algorithm is associated (see the table that follows for a description of all possible events).
Specify the Sequence Number and Algorithm for each system event. You can set the Sequence Number to 10 unless you have a System Event that has multiple Algorithms. In this case, you need to tell the system the Sequence in which they should execute.

The following table describes each System Event.


System Event	Optional / Required	Description
Adjustment Cancellation	Optional	When an adjustment is canceled an algorithm of this type may be called to do additional work. Refer to The Lifecycle Of An Adjustment for more information about canceling an adjustment.
Adjustment Freeze	Optional	When an adjustment is frozen an algorithm of this type may be called to do additional work. Refer to The Lifecycle Of An Adjustment for more information about freezing an adjustment.
Adjustment Information	Optional	We use the term "Adjustment information" to describe the basic information that appears throughout the system to describe an adjustment. The data that appears in "Adjustment information" is constructed using this algorithm. Plug an algorithm into this spot to override the "Adjustment information" algorithm on installation options or the system default "Adjustment information" if no such algorithm is defined on installation options.
Adjustment FT Creation	Required	Algorithms of this type are used to construct the actual financial transaction associated with the adjustment. The financial transaction controls the adjustment's affect on the service agreement's payoff and current balances. It also constructs the information that is eventually interfaced to your general ledger. Refer to Examples of Common Adjustment Types for examples of how algorithms are used on common adjustment types.
Default Adjustment Amount	Optional	Algorithms of this type are used to default the adjustment amount. Refer to Default the Adjustment Amount for more information.
Determine SA	Optional	Algorithms of this type are used to find a service agreement for which the adjustment can be posted. This plug-in is used particularly during adjustment upload when a staging record does not identify the SA ID. Refer to Interfacing Adjustments From External Sources for more information.
Resolve Suspense	Optional	Algorithms of this type are used to automatically resolve adjustments that are in suspense. Refer to Suspense Adjustments for more information
Generate Adjustment	Optional	Algorithms of this type are used to calculate the adjustment amount if an adjustment type indicates that the adjustment amount is calculated. Refer to Setting Up Calculated Adjustment Types for more information.
Validate Adjustment	Optional	Algorithms of this type are used to validate information for the adjustment after it is generated.