To approve a pending adjustment, the Adjustment Pending page can be reached by searching for a vendor payment or by searching for a payment adjustment.
Use this procedure to approve a pending adjustment.
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To approve a pending adjustment, the Adjustment Pending page can be reached by searching for a vendor payment or by searching for a payment adjustment. |
To approve a pending adjustment by searching for a payment adjustment:
Proceed to Adjustment Search to search for an adjustment to approve.
The search results are displayed in the Adjustment Details section.
In the Adjustment Details section:
Click the edit icon next to the pending adjustment to be approved.
The Adjustment Pending page displays.
In the Adjustment Details section:
Select the appropriate Adjustment Reason from the dropdown menu to indicate the source of the adjustment (Vendor, Client, or Agency).
Select the appropriate Adjustment Reason Subcategory from the dropdown menu to capture the adjustment reason.
Enter any supporting justification or comments regarding the adjustment in the Comments text box.
Select the appropriate Settlement Method for the adjustment from the dropdown menu.
Click Confirm.
The Payment Adjustment page displays.
To approve a pending adjustment by searching for a vendor payment:
Proceed to Vendor Payment Search to search for the payment associated with the adjustment.
Proceed to View Payment Information to navigate to the Payment Adjustment page.
The Payment Adjustment page displays.
In the Pending Adjustment section:
Click the edit icon next to the pending adjustment to be approved.
The Adjustment Pending page displays.
In the Adjustment Details section:
Select the appropriate Adjustment Reason from the dropdown menu to indicate the source of the adjustment (Vendor, Client, or Agency).
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Adjustments remain in Pending status until they are approved or voided. A financial manager can Approve adjustments within their own locality. The adjustments are tied to the locality that made the initial payment that is being adjusted. When an overpayment is created by the VaCMS or created by a worker, the overpayment adjustment remains in Pending status and the adjustment reason is blank. The worker responsible for approving the adjustment must select the Adjustment Reason from the dropdown menu. Overpayments with a reason of Agency Error are not collected from either the vendor or the client. Once Approved, the VaCMS updates the status from Approved to Satisfied. |
Select the appropriate Adjustment Reason Subcategory from the dropdown menu to capture the adjustment reason.
Enter any supporting justification or comments regarding the adjustment in the Comments text box.
Select the appropriate Settlement Method for the adjustment from the dropdown menu.
Click Confirm.
The Payment Adjustment page displays.
A pending adjustment is approved.
Updated 02/10/2017