Setting Up Adjustment Type Profiles

Adjustment type profiles categorize your adjustment types into logical groups. When you link a profile to a contract type, you limit the type of adjustments to be linked to the contract type's contracts. The creation of adjustment profiles and their linkage to contract types prevents inappropriate adjustments from being linked to your contracts. More than one adjustment type profile may be linked to a contract 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 contract types that are allowed to levy such fees.

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

To set up adjustment type profiles, open Admin Menu, Adjustment Type Profile.

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.

Related Topics:

Parent Topic: Contract Type Controls Everything