How To Create A Transfer Adjustment

The following steps describe how to create a transfer adjustment on the Adjustment page.

Note:

You cannot use an adjustment type with a calculated amount for transfer adjustments.

Warning:

These steps only make sense in the context of the page used to maintain Adjustments. Refer to Adjustment - Main Information for the details.

To create a transfer adjustment:

Specify the "transfer from" account and service agreement on the Adjustment - Main page.
Specify the adjustment type and the amount and transfer to the Transfer Adjustment page.
Specify the "transfer to" service agreement and click the Generate and Freeze buttons to generate and freeze the adjustments' financial transactions. Please be aware that the Freeze button may be disabled for certain types of adjustments. This is because you can prevent specific types of adjustments from being frozen until the account's next bill is completed. Refer to Preventing SA Balances And The GL From Being Impacted Until Bill Completion for how to enable this feature on your adjustment types.