To update a pending manual adjustment, the Manual Adjustment page can be reached by searching for a vendor payment or by searching for a payment adjustment.
Use this procedure to update manual adjustment information.
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To update a pending manual adjustment, the Manual Adjustment page can be reached by searching for a vendor payment or by searching for a payment adjustment. |
Proceed to Adjustment Search.
The search results are displayed in the Adjustment Details section.
In the Adjustment Details section:
Click the edit icon next to the pending manual adjustment to be updated.
The Adjustment Pending page displays.
Click Edit Manual Adj.
The Manual Adjustment page displays.
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When updating an existing manual adjustment with new information, the VaCMS updates the previous manual adjustment with an end date equal to one day prior to the new Effective Begin Date entered. |
In the Adjustment Information section:
Enter the Effective Begin Date of the manual adjustment (required).
Select the Adjustment Type to indicate whether the adjustment is due to an overpayment or underpayment (required).
Select the Adjustment Reason to indicate why the manual adjustment is necessary (required).
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.
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The Effective Begin Date is the day the manual adjustment information is entered in the VaCMS and the Adjustment Date is the day the payment adjustment is created. |
Enter the Adjustment Date (required).
Enter the Case Number to associate the adjustment to (required).
Enter the Client ID to associate the adjustment to (required).
Select the Service Period month and year for the adjustment from the dropdown menu (required).
Enter the Adjustment Amount (required).
Click Save + Continue once all information has been entered and verified.
The Payment Adjustment page displays.
Proceed to Approve a Pending Adjustment.
To update a manual adjustment by searching for a vendor payment:
Proceed to Vendor Payment Search to search for the payment associated with the manual 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 manual adjustment to be updated.
The Adjustment Pending page displays.
Click Edit Manual Adj.
The Manual Adjustment page displays.
|
When updating an existing manual adjustment with new information, the VaCMS updates the previous manual adjustment with an end date equal to one day prior to the new Effective Begin Date entered. |
In the Adjustment Information section:
Enter the Effective Begin Date of the manual adjustment (required).
Select the Adjustment Type to indicate whether the adjustment is due to an overpayment or underpayment (required).
Select the Adjustment Reason to indicate why the manual adjustment is necessary (required).
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.
Enter the Adjustment Date (required).
Enter the Case Number to associate the adjustment to (required).
Enter the Client ID to associate the adjustment to (required).
Select the Service Period month and year for the adjustment from the dropdown menu (required).
Enter the Adjustment Amount (required).
Click Save + Continue once all information has been entered and verified.
The Payment Adjustment page displays.
Proceed to Approve a Pending Adjustment.
Manual adjustment information is updated.
Updated 02/10/2017