Unable to delete a GB Adjust Invoices Batch

Cant delete an approved GB Adjust Invoices batch

How to remove a General Billing Adjustment Batch

• Munis
• 2018.1 and higher
• General Billing
• Adjust Invoices
• Workflow

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.

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

Resolution 1:

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

Resolution 2:

1. Document the Adjustment Numbers from the Adjustment Batch.
2. Post the Adjustment Batch.
3. Navigate to General Revenues>Payment Processing>Adjustment Reversals. 
4. Click Add to Add a new Adjustment Reversals Batch. 
5. Search on the Adjustment(s) needing to be reversed.
6. Click Accept. 
7. Click Reverse Adjustment.
8. Select a Reason Code. 
9. The Adjustment Reversal is complete. 
10. Post the Adjustment Batch.

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