Custom adjustment codes can be added to Connect to supplement the system adjustment codes.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Adjustment Codes page, click Create. The Create Adjustment Code window opens.
| All fields in the Create Adjustment Code window are required. |
| 2 | Open the Effect drop down list and select the net effect of the adjustment transaction. Options include:
| |
| 3 | Enter a short description in the Description field. | |
| 4 | Enter the 1-10 character adjustment code in the Type field.
| For example, you may choose to create a goodwill adjustment code. Enter GOODWILL in the Type field, or use an abbreviation or acronym to describe the code type. For example, to create an adjustment code for reversing a late fee due to mail transit time, you could enter RVLTFEMAL. |
| 5 | Click Save to save and close the Create Adjustment Code window. The new adjustment code appears in the Adjustment Codes table as an active code. | Click Save & Add Next to save the new adjustment code and open a new Create Adjustment Code window. Click Cancel to close the window without saving. |
Related Training/Support Documentation
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