Creating a New Adjustment Type

1. Click Master Data, and then click Adjustment Types.
2. Click New, enter the Adjustment Type name, and then select the Type of adjustment.

   • Apply to Discount: Apply to the sum of discount 1 and then added to the total.

   • Apply to Net: Apply to the sum of (net + discount 1) maybe discount 2 / ICMS.

   • Apply to VAT: Apply to the sum of the VAT.

   • Apply to Gross: Applied to the sum of Gross.

   • Shipment Spread: % spread based on value.

   • Shipment Not Spread: One sum, influence to total, but not item cost.

   • Shipment Equal: Total shipment value will be applied to all records.

   • Shipment Spread (to Marked Items Only): % spread based on value (to marked items).

   • Shipment Spread (to Exclusive Items Only): % spread based on value (to exclusive items only).

   The Account field is purely for use in Inventory Management exports into accounting systems.

3. If required, select the Mandatory option to make the adjustment mandatory. Shipment types disable the Mandatory option.
4. Specify the Default Percentage for the adjustment, and then enter any required Information.
5. If the adjustment type is for a specific vendor, select Shipment Vendor, and then select a Vendor.
6. (Optional) Click the Assignment tab, and then assign the adjustment to an item (Assign to Item) or a vendor (Assign to Vendor).
7. Click Save.