Adjustment Type
An Adjustment Type names an adjustment made on a payment, such as a small difference written off or a discount taken, and the account it goes to.
What it is for
On a payment against invoices, the Adjustments grid takes an Adjustment Type; its Account fills the line.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Adjustment Type | The code | Required |
| Name | The name | Required |
| Account, Name | The account the adjustment posts to | Required |
The Basic Data tab shows nothing: its grid is not set up for this screen.
How to configure it
One type per reason, such as Discount Received and Small Differences.
Scenarios
- An invoice of 10,003 is paid 10,000. On the payment clear 10,003 and add an adjustment of 3 with type Small Differences.
What it is connected to
If something looks wrong
- "Adjustments - Line ID : ... - Adjustment Account cannot be empty" on a payment: the type has no account.