Posting an Adjustment

Use the Adjustment command on the Action menu associated with the Customer form to enter adjustments to customer accounts. Adjustments are analysed according to the headings defined using the Adjustment Names form in the Sales Ledger.

To Post a Sales Adjustment

1. Open the Sales Ledger folder and then click Processing or click the Financials tab and then click Sales Ledger - Processing on the Ribbon Bar.

2. Retrieve the customer record for which you want to post transaction details, click Action and then click Adjustment. The Post Customer Adjustment form appears.

3. In the boxes provided, enter the adjustment details.

4. Click OK.