Documentation Index

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Modifying Unposted Adjustments

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Editing

The EDIT button is displayed on the Adjustment Detail form for an unposted Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not an allocation of a corporate account Adjustment.

UG template for Help

Clicking EDIT opens up the Edit Adjustment pop-up. 

UG template for Help

Edit the available fields as needed. Validation is performed when you click SAVE.

If the Amount entered exceeds the value specified by Data Profile->Adjustments->MAXAMOUNT, the field fails validation and the following message is displayed: This value exceeds the maximum allowed value of <MAXAMOUNT>.

If all validation passes, the edits are saved, the Adjustment is modified, and you return to the Adjustment Detail page which is refreshed.

Deleting

A DELETE button is displayed on the Adjustment Detail form for an unposted Adjustment if the Adjustment did not originate from an E-pay transaction or is a corporate account allocation.

Clicking DELETE displays a Confirmation pop-up: You have selected to delete this Adjustment . Continue?

Blocking

A BLOCK button is displayed on the Adjustment Detail form for an unposted, unblocked Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not a corporate account Adjustment allocation.

Clicking BLOCK displays a Confirmation pop-up: You have selected to block this Adjustment. Continue?

Unblocking

An UNBLOCK button is displayed on the Adjustment Detail form for an unposted, blocked Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not a corporate account Adjustment allocation.

Clicking UNBLOCKdisplays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow . displays a confirmation pop-up: You have selected to unblock this Adjustment. Continue?