Setting Up Adjustment Type Profiles

Adjustment type profiles categorize your adjustment types into logical groups. When you link a profile to a SA type, you limit the type of adjustments to be linked to the SA type's service agreements. The creation of adjustment profiles and their linkage to SA types prevents inappropriate adjustments from being linked to your service agreements. More than one adjustment type profile may be linked to a SA type.

For example, you can create an adjustment type profile called Miscellaneous Fees and link to it the miscellaneous fee adjustment types. Then, you would link this profile to those SA types that are allowed to levy such fees.

Note:

Bottom line. An adjustment can only be linked to a service agreement if its adjustment type is part of an adjustment type profile that is valid for the service agreement's SA type. If an adjustment type is not linked to a profile, it could never be levied.

To set up adjustment type profiles, open Admin > Financial > Adjustment Type Profile > Add.

Description of Page

Enter a unique Adjustment Type Profile and Description for the adjustment type profile.

Indicate the Adjustment Types that are part of the profile.