Configuring Adjustment Reason Codes

Adjustment codes provide pre-defined reasons for adjustments and deletions made to transactions posted to a guest or AR ledger account. Examples of adjustment code reasons would be a duplicate charge, error, overcharge, manager’s discretion, and so on.

Adding Adjustment Reason Codes

1. From the Administration menu, select Financial, select Cashiering Management, and select Adjustment Codes.

2. Click New.

3. Enter or confirm the Property.

4. Enter a Code to represent the adjustment reason, for example, MGR for manager’s discretion.

5. Enter a Description of the adjustment, such as Manager’s Discretion.

6. Select one of the following Code Types:

   1. Adjustment. Indicates an adjustment made to the guest’s bill.

   2. Deletion. Indicates a deleted posting.

   3. Service Recovery. Indicates resolution of an issue with a dissatisfied guest.

7. Click Save.

Editing Adjustment Reason Codes

1. From the Administration menu, select Financial, select Cashiering Management, and select Adjustment Codes.

2. Enter search criteria then click Search.

3. Select the adjustment code then click the vertical ellipsis Action menu and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Adjustment Reason Codes

1. From the Administration menu, select Financial, select Cashiering Management, and select Adjustment Codes.

2. Enter search criteria then click Search.

3. Select the adjustment code then click the vertical ellipsis Action menu and select Delete.

4. Click Delete to confirm.