How to Enter an Adjustment

Step 1: Adjustment Entry

NAVIGATION: ACTIVITIES menu > Adjustment Processing > Adjustment Entry

These fields are one time only or not used during individual entry process.

  1. Batch Number and Sequence number are assigned by the system during the entry/save process.  Leave these fields blank.
  2. Check the Retain Community Information field to have the system retain that portion of the tenant's number.  This field may be left blank.
  3. Check the Retain Transaction Code field if you will be doing several adjustments using the same transaction code.  The system will retain the code until the user changes it.  This field may be left blank.

The cursor automatically begins with the Tenant Number for entry:

  1. Enter or select the Tenant Number or Last Name and Hit Tab Key until reaching the Transaction Date Field
  2. Enter Transaction Date (User can click on the Browse Button and select a Date from the Calendar).  Press TAB
  3. Enter Transaction Code and press TAB
  4. User can Modify the Description
  5. User can enter a Reference (Not Necessary).  Press TAB
  6. Due Date will appear.  User can Edit this Date
  7. Enter Transaction Amount
  8. Press TAB and press SAVE
  9. Enter all Adjustments (Charges) and close the Screen
  10. Please review the Adjustment Edit List.

NOTE:   If a transaction code for Install Retro Rent (usually 03-98) was used an extra payment field will be open for entry.  Enter the amount of the monthly payment in this field.

Step 2: Editing an Adjustment

NAVIGATION: ACTIVITIES menu > Adjustment Processing  > Adjustment Entry

  1. User will Click on the BROWSE Button beside Batch Number Field
  2. Select the Incorrect Entry (s).  Make Corrections and Save
  3. Please Run the Edit List and verify Accuracy.  If Correct, move on to Posting

Step 3: Adjustment Edit List

NAVIGATION: ACTIVITIES menu > Adjustment Processing > Adjustment Edit List

  1. Press BROWSE by Area Field and Make Selection
  2. Press BROWSE by Community Field and Make Selection
  3. Press ORDER by Tenant Number
  4. User can PREVIEW or PRINT the Edit List
  5. User will Verify all Transactions.
  6. If the Edit List is Correct, move on to Posting.
  7. If the Edit list is incorrect, please return to Adjustment Entry

Step 4: Post Adjustment Entry

NAVIGATION: ACTIVITIES menu > Adjustment Processing > Post Adjustments

  1. Press BROWSE by Area Field and Make Selection
  2. Press BROWSE by Community Field and Make Selection
  3. Press POST
  4. PRINT ADJUSTMENT REGISTER

2/2022

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388