Description of Issue

Cant delete an approved GB Adjust Invoices batch

How to remove a General Billing Adjustment Batch

Context

Munis
2018.1 and higher
General Billing
Adjust Invoices
Workflow

Cause

In some instances a General Billing Adjust Invoices batch will be created with at least a single adjustment completed and/or released within the batch but the batch itself will still be 10-In/Proof. When normally a user with sufficient permissions can usually delete the batch, Munis will not have a delete option due to the status of the adjustment within the batch being 30-Approved.

Resolution

There are generally two resolutions if this is what is experiencing.

Resolution 1:

Resume the batch.
Search on the same bill as the initial adjustment.
Create an exact opposite adjustment to offset the initial adjustment. This will create a net zero Adjustment Batch.
Post the Adjustment Batch.

Resolution 2:

Document the Adjustment Numbers from the Adjustment Batch.
Post the Adjustment Batch.
Navigate to General Revenues>Payment Processing>Adjustment Reversals.
Click Add to Add a new Adjustment Reversals Batch.
Search on the Adjustment(s) needing to be reversed.
Click Accept.
Click Reverse Adjustment.
Select a Reason Code.
The Adjustment Reversal is complete.
Post the Adjustment Batch.

If neither of these resolutions work or errors are encountered, please contact Munis Support.

Additional Information

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