Adjustment Entry
Activities >> Adjustment Processing >> Adjustment Entry
These fields are one time only or not used during individual entry process.
Batch Number and Sequence number are assigned by the system during the entry/save process. Leave these fields blank.
Check the Retain Community Information field to have the system retain that portion of the tenant's number. This field may be left blank.
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:
Enter or select the Tenant Number or Last Name and Hit Tab Key until reaching the Transaction Date Field
Enter Transaction Date (User can click on the Browse Button and select a Date from the Calendar)…Hit Tab Key
Enter Transaction Code and Hit Tab Key
User can Modify the Description
User can enter a Reference (Not Necessary)…Hit Tab Key
Due Date will appear…User can Edit this Date
Enter Transaction Amount
Hit Tab Key and Click on Save
Enter all Adjustments (Charges) and close the Screen
Please review the Adjustment Edit List.
Please 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.
Activities >> Adjustment Processing >> Adjustment Entry
User will Click on the Browse Button beside Batch Number Field
Select the Incorrect Entry (s)…Make Corrections and Save
Please Run the Edit List and verify Accuracy…If Correct, move on to Posting
Activities >> Adjustment Processing >> Adjustment Edit List
Click Browse Button by Area Field and Make Selection
Click Browse Button by Community Field and Make Selection
Click Order by Tenant Number
User can Preview or Print the Edit List
User will Verify all Transactions.
If the Edit List is Correct, move on to Posting….
If the Edit list is incorrect, please return to Adjustment Entry
Activities >> Adjustment Processing >> Post Adjustments
Click Browse Button by Area Field and Make Selection
Click Browse Button by Community Field and Make Selection
Hit Post
PRINT ADJUSTMENT REGISTER