View or update adjustment details by searching for a vendor payment or by searching for a payment adjustment.
Change the adjustment reason once the adjustment has been approved as long as the payee (Vendor, Client or Agency) does not change.
Use this procedure to view or update adjustment details.
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View or update adjustment details by searching for a vendor payment or by searching for a payment adjustment. Change the adjustment reason once the adjustment has been approved as long as the payee (Vendor, Client or Agency) does not change. |
To view or update adjustment details by searching for a payment adjustment:
Proceed to Adjustment Search to search for an adjustment.
The search results are displayed in the Adjustment Details section.
In the Adjustment Details section:
Click the edit icon next to the approved adjustment to be viewed.
The Adjustment Detail page displays.
The Adjustment Detail page displays.
View the Adjustment Details Calculation – Before Adjustment, Calculation – After Adjustment, and Adjustment Difference.
Select the Adjustment Reason from the dropdown menu, if applicable.
Select the Adjustment Reason Subcategory from the dropdown menu, if applicable.
Enter any supporting justification or comments regarding the adjustment in the Creator Comments text box.
Enter any supporting justification or comments regarding the adjustment in the Approver Comments text box.
Click Confirm.
The Payment Adjustment page displays.
To view or update adjustment details 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 Approved Adjustment section:
Click the edit icon next to an adjustment to view adjustment details.
The Adjustment Detail page displays.
View the Adjustment Details, Calculation – Before Adjustment, Calculation – After Adjustment, and Adjustment Difference.
Select the Adjustment Reason from the dropdown menu, if applicable.
Select the Adjustment Reason Subcategory from the dropdown menu, if applicable.
Enter any supporting justification or comments regarding the adjustment in the Creator Comments text box.
Enter any supporting justification or comments regarding the adjustment in the Approver Comments text box.
Click Confirm.
The Payment Adjustment page displays.
The adjustment details are viewed or updated.
Updated 02/10/2017