Adjustment Types

This table defines the different types of adjustments that can be applied to customer account balance(s). The code also determines whether or not the adjustment is to be applied to the account balances as a debit or credit. Examples of adjustment types are returned check, credit to satisfy, and deny all knowledge.

To set up and maintain the Adjustment Types table:

1. Under Data Management, double-click Adjustment Types. This displays the Adjustment Types window.

   

   The Adjustment Types window contains the following information.

   Type ID	Unique text string to identify each adjustment type. Use up to five alphanumeric characters. Note Numbers 10,000 and above are reserved for IDI Billing Solutions' use.
   Description	Adjustment applied to the customer account. Use up to 50 alphanumeric characters.
   Is a Charge	If Yes, the adjustment is a debit to the account. (The amount is added to the customer's balance.) If No, the adjustment is a credit to the account. (The amount is subtracted from the customer's balance.)
   Is Write Off	If Yes, the adjustment is recorded as written off, that is, the amount is removed from the balance even though no money is received from the customer.
   Is LEC Billed	If Yes, the adjustment type is included in LEC billing.
   Start Date	The first date the Adjustment type can be assigned. If left blank, this type can be used until the end date. Note System-defined adjustments types are not affected by this date when assigned by an automatic process, such as task plans.
   End Date	The last date the Adjustment type can be assigned. If left blank, this type can be assigned until an end date is entered and has passed. Notes: If the adjustment type is assigned between the start and end dates, it remains assigned (grandfathered) to that adjustment after the adjustment type is no longer available for assignment. System-defined adjustments types are not affected by this date when assigned by an automatic process, such as task plans.
   Allow Duplicates	If True, duplicate adjustments on the same day for the same amount are allowed. If False, duplicate adjustments on the same day for the same amount receive an error message.
   Tax Class	The Tax Class associated with the Adjustment Type. This is used for adjustments that are not related to a specific product or usage being credited. Tax credits issued on a "click-to-credit" adjustment do not use this tax class.

The shortcut menu for this table lets you add, edit and delete adjustment types.

• Adding and Editing Adjustment Types

  To add a new adjustment type, or edit an existing one:

  1. Right-click a row and select New or Edit.

     

  2. Enter the Type ID.

  3. Enter the Description of the Adjustment Type.

  4. Select the Tax Class from the list.

  5. Select the Start Date from the calendar.

  6. Select the End Date, if appropriate.

  7. Check the following as appropriate:

     • Is Write Off

     • Is a Charge

     • Is LEC Billed

     • Allow Duplicates

  8. Select one or more User Groups to determine which class(es) of users will be permitted to select this Type when adding an adjustment. Not selecting any group makes the Type available to all users.

  9. Click Edit to change the General Ledger Properties. This displays the Edit Assigned GL Accounts window.

     

  10. Select Inherit or Override.

  11. Select the appropriate GL Account.

  12. Click Save. This returns you to the Edit/Add Adjustment Type window.

  13. Click Save.

• Deleting an Item