- Navigate to
EERP>General Revenues>General Billing>Invoice Processing>Adjust - the Adjust Invoices program either by searching or via the following path: General Revenues > General Billing > Invoice Processing > Adjust Invoices
- Create a new adjustment batch if one doesn't already exist
- Search for the unpaid invoice you wish to adjust
- Select Detail
- Select Update
- Choose an Adjustment Reason
- Enter correct account details
- Select Accept to save changes
- These changes will take effect on the corresponding bill
If a payment has been applied to the bill, it will need to be reversed before adjustments can take effectInvoice Adjustment Batch or resume an existing Invoice Adjustment Batch. - Create a batch in Adjust Invoices
- Resume a batch in Adjust Invoices
- Click Search.
- Enter enough relevant information to find the invoice. Useful fields are Year/Period, Customer, Invoice, or Invoice Date.
- Click Accept.
- If multiple records return, use the arrows at the bottom of the screen to flip through the find set and find the correct invoice.
- Once the correct record is found, select Detail.
- Click Update.
- Choose an Effective Date (informational).
- Select an Adjustment Reason (informational).
- Click Accept.
- Enter the desired revenue account(s) in the Org, Obj, and Proj as needed.
- Click Accept.
- When all needed adjustments have been added to the batch, make sure to post the batch of invoice adjustments: Post General Billing Adjust Invoices batch
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