Examples of Common Adjustment Types

The following table shows several classic adjustment types used by many organizations:

Adjustment Type

Typical Distribution Code

Default Amount

Financial Transaction Algorithm

Print On Bill

A/P Adjust-ment

1099

NSF

NSF revenue

Your NSF fee

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

LPC

Late payment charge revenue

N/A

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

CONNECT

Connection charge revenue

Your connection charge

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

CUSTREL

Customer relationship expense

N/A

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

ADDCHARG

Misc Revenue

N/A

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

XFER

Balance transfer clearing

N/A

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

No

No

WO SYNC

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

No

No

No

REFUNDAP

A/P clearing

N/A

Payoff = Current = Adj. Amt

Refer to ADJT-NM for an example of such an algorithm type

Yes

Yes

No

DPA FIX

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

CHARITFX

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

BUDG ON

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

BUDG OFF

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

BUDG FIX

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

DEPOSREF

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

Yes

No

No

DEPOSINT

Interest expense

N/A

Payoff = Current = Adj. Amt. Refer to ADJT-NM for an example of such an algorithm type.

Or

Payoff Amt = Adj Amt / Current Amt = 0. Refer to ADJT-TA for an example of such an algorithm type.

Use the first method if you want to have the interest reflected as a credit balance on the customer's bill. Use the second method if you roll the interest amount into the customer's existing deposit on hand.

Yes

No

Yes

DEPFIXCR

N/A

N/A

Payoff = 0 / Current = Adj. Amt

Refer to ADJT-CA for an example of such an algorithm type

No

No

No