Top-Line Adjustments
From Navigates Help
| Invoicing |
|---|
| Invoice View Valuation Invoice Messages Adjustment Invoice Dates Index Prices Top-Line Adjustments |
The Top-Line Adjustment screen allows users to view and update stand-alone adjustment entries added to valuations of selected contracts.A Top-Line Adjustment is added via a Screen Menu. Unlike the regular and StandAlone adjustment, the TLA creates an adjustment for an entire valuation rather than for a particular charge and is displayed on the Main tab on the Valuation screen.
Note that you must re-run the Generate Valuation workflow every time you create or make any changes to the TLA.
Contents |
[edit] View Top-Line Adjustment
Click 
to retrieve adjustments.
Use the [Filter] button to sort adjustments.
[edit] Add Top-Line Adjustments
To add a top-line adjustment:
- Click the [New] button at the top of the Top-Line Adjustments matrix. A new row will appear on the screen.
- Enter the contract number, accounting period and adjustment amount. Enter a comment, if necessary.
- Click
.
- Re-generate the valuation by running the Generate Valuation workflow.
- Select Customer Activities -> Invoicing -> View Valuation. You will be directed to the Valuation screen. Retrieve records for a desired accounting period.
- Top-Line Adjustment will be displayed on the Main tab.
[edit] Delete Top-Line Adjustments
To delete adjustments:
- Select the row you wish to delete.
- Click the [Detele] button at the top of the matrix. A verification window appears asking if you wish to remove the adjustment. Click [YES].
- Click .
[edit] FIELDS
- Sev Req K - Service Requester Contract.
- Accounting Period - Accounting period.
- Flow Period - Calendar month in which the flow occurred.
- Adjustment Amount – Total adjustment amount.
- Adjustment Type – Type of Adjustment.
- Comments - Comments associated with the particular adjustment.
- Updater - ID of the user that entered the adjustment.
- UpdateDt - Timestamp.
