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 and complete the following:.

   1. Property: Enter or select the property.

   2. Code: Enter a code to represent the adjustment reason.

   3. Description: Enter a description of the adjustment reason.

   4. Select one of the following (Adjustment) Code Types:

      1. Adjustment: Indicates an adjustment charge posted to the reservation or AR account.

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

      3. Credit Bill: Indicates a credit bill adjustment (Available when the Credit Bill Reasons OPERA Control is active).

      4. Void Folio: Indicates a void folio adjustment (Available when the Void Folio Reasons OPERA Control is active).

   5. 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 Actions menu and select Edit.

   1. Update the configuration.

   2. 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 Actions menu and select Delete.

4. Click Delete to confirm.