Add/Edit/View Adjustment Window

This view lets you add, edit and view adjustments. It may be opened from several locations. Depending on where the window is opened from, some of the fields may already be defined.

Once an adjustment is posted, the only option is to view details. All fields are read-only.

To add or edit an adjustment, enter the applicable information, then click Save.

General

• Customer Name - Name of the customer whose account this transaction is being applied to.

• Account Number - Account number of the account where the transaction is being applied.

• Account Status - Current state of the account.

• Billing Status - Billing or Not Billing.

• Total Amount Due - Total amount due on this account.

• Aging Group - Every customer is assigned to an Aging Group to determine how delinquent balances are aged (specific configuration of aging buckets, such as 0-30 days, 31-60 days and so on). Aging groups are defined in the Admin Console Data management and are assigned to customers when the customer is added in the IDI platform.

• Amount - Enter the amount for this transaction.

• Adjustment Date - Enter the date the adjustment is made. This defaults to the current date. You can change the date if necessary.

• Adjustment Type - Select an adjustment type from the drop-down menu. Adjustment types are defined in the Admin Console Data Management.

• Adjustment Reason - Select an adjustment reason from the drop-down menu. Adjustment reasons are defined in the Admin Console Data Management.

• Check Number - If the selected payment/adjustment type is Check, enter the check number here.

• Description - Optional text field for entering pertinent information if applicable.

• Batch Number - Indicates the batch file number when the adjustment has been added via a batch file.

• View Associated Usage Items - The View Associated Usage Items opens the Usage Detail window if the usage is wireline usage or the Wireless Usage Detail form if the usage is wireless. Only usage records associated with the adjustment are displayed in the usage detail window. (See Wireline Usage Details or Wireless Usage Details)

  An icon reflects the current status of the usage record:

  • A green check mark means the account has been or will be charged for the usage.

  • A yellow check mark means the usage item has been disputed.

  • A red X means the item has been credited.

Adjustment Allocation

Use these fields to select the invoice and/or Invoice category where this adjustment will be applied.

• Apply to Invoice Number - To apply the adjustment to a specific invoice select the applicable invoice from the corresponding drop-down list.

• Apply to Invoice Category - To apply the adjustment to a specific invoice category select the applicable category from the corresponding drop-down list.

Blocking

Adjustments may be manually reviewed before they are posted to a customer’s account. An adjustment may be blocked if you suspect the adjustment was entered incorrectly. Select the Block Adjustment check box to block this transaction. The transaction will not be posted until it is unblocked. Note: To unblock transactions you must have the appropriate permission.

Posting Considerations

When you add an adjustment to a customer account, the adjustment is posted immediately unless you choose to block the adjustment using the block adjustment check box in the lower left corner.

When editing a blocked adjustment, you may choose to unblock the adjustment to post it immediately by clearing the Block Adjustment check box.

Note

You can apply adjustments to a non-invoice responsible account except adjustment types designated as “Apply Finance Charge.”