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 |
Where Used
Follow this link to open the data dictionary where you can view the tables that reference CI_ADJ_TYPE.