Managing Adjustment Types

Adjustment Types are added in the system as reference data. These types are used to categorize adjustments and link them to General Ledger accounts.

Creating a New Adjustment Type

1. Open the appropriate Billing Entity. For instructions on finding and opening a billing entity, see the section on Managing Billing Entities.

2. In the Billing Entity Menu, select Adjustment Types. The Adjustment Types screen opens.

   

   Tip: By default, only Active adjustment types are displayed.  Clear the filter in the Status column to view all types.

3. Click Add. The Adjustment Type window opens.

4. Complete the necessary information. Fields marked with a red asterisk * are required.

   

   Name	Enter the name of the adjustment type.
   Code	Enter a unique code.
   Description	Enter a description for the adjustment type.
   Applicable To	Adjustment types can be restricted to certain company types, controlling which adjustment types are available for selection.  They can be assigned to Bill to Parties and Insurers.  At least one option must be selected.

5. Click Add & New to save the details and clear the form to enter another adjustment type, click Add & Close to save and return to the Adjustment Types list, or click Close to return to the Adjustment Types list without saving the type.

Viewing and Modifying an Adjustment Type

1. Open the appropriate Billing Entity. For instructions on finding and opening a billing entity, see the section on Managing Billing Entities.

2. In the Billing Entity Menu, select Adjustment Types. The Adjustment Types screen opens.

   

   Tip: By default, only Active adjustment types are displayed. Clear the filter in the Status column to view all types.

3. Click a link in the Name column to view the adjustment type details. If there are a large number of available types, see the Using Grids section for help on finding the appropriate type.
4. Click Save & New to save the details and clear the form to enter another adjustment type, click Save & Close to save and return to the Adjustment Types list, or click Close to return to the Adjustment Types list without saving the type.

Deactivating an Adjustment Type

Once created, an adjustment type cannot be deleted. It can be deactivated, which leaves it linked to any existing configurations, but prevents it from being used for new setups.

1. Open the appropriate Billing Entity. For instructions on finding and opening a billing entity, see the section on Managing Billing Entities.

2. In the Billing Entity Menu, select Adjustment Types. The Adjustment Types screen opens.

   

   Tip: By default, only Active adjustment types are displayed. Clear the filter in the Status column to view all types.

3. Locate the adjustment types to be deactivated. If there are a large number of available types, see the Using Grids section for help on finding the appropriate types.
4. Check the boxes for all adjustment types to be deactivated.
5. Click Deactivate, then confirm the deactivation when prompted to do so. All selected adjustment types are deactivated. If the Adjustment Types list is still defaulted to only show active types, they are removed from the list.