Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_24814_Adjust_invoice"></a>Adjust Invoice Line Item Segment Credits and Discounts</h1>
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<p><a name="kanchor2833"></a><a name="IX_adjusting_prepaid_2"></a><a name="kanchor2834"></a><a name="IX_adjusting_prepaid_1"></a><a name="kanchor2835"></a><a name="IX_adjusting_credits_and_1"></a><a name="kanchor2836"></a><a name="IX_adjusting_credits_and"></a><a name="kanchor2837"></a><a name="IX_credits_and_discounts_on"></a>To adjust invoice credits and discounts for prepaid invoice line item segments.</p>
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<ol>
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<li value="1">Open the Invoice Line Item workform for the prepaid line.</li>
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<li value="2">Right-click the segment for which you want to adjust credits or discounts, and select <b>Adjust Credits</b> from the context menu.</li>
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<p class="NoteShade"><b>Tip: <img src="AdjustCredbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /><br /></b>Click after selecting the segment.</p>
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<p>The Adjust Amount Credited/Discounted dialog box appears.</p>
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<li value="3">Select one of the following options:</li>
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<ul type="disc">
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<li><b>Overwrite existing value</b> to change the amount credited/discounted to the amount you specify.</li>
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<li><b>Adjust existing value</b> to change the amount you specify to the amount credited/discounted.</li>
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</ul>
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<li value="4">To include a note, type it in the <b>Note</b> box.</li>
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<li value="5">Type the amount to credit or discount in the <b>Amount</b> box.</li>
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<li value="6">Click<b> OK </b>to submit your settings.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.7</span></div>
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<h1><a name="XREF_35053_Adjust_invoice"></a>Adjust Line Item Discount/Unit Price on a Prepaid Invoice</h1>
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<p>For prepaid invoices, you can adjust the unit price or discount at the line item level, and charges at the line item segment level.</p>
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<p>To adjust the discount or unit price for a prepaid invoice line item:</p>
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<ol>
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<li value="1">Open the Invoice Line Item workform for the prepaid line.</li>
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<li value="2">Select <b>Tools </b>><b> Adjust</b> from the menu.
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<p>The Adjust Line Item dialog box appears.</p><p class="NoteShade"><b>Note:<br /></b>Each time the Adjust Line Item dialog box is used for a prepaid invoice, it affects the invoice, its line item segments, and all linked funds. A fund transaction is posted for the amount of the adjustment in every fund linked to the invoice line item segments.</p></li>
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<li value="3">Choose one of the following <b>Type</b> options:<ul type="disc"><li>To adjust the discount, select <b>Discount (%).</b></li><li>To adjust the unit price, select<b> Unit Price</b>.</li></ul></li>
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<li value="4">To add a note, type it in the <b>Note</b> field. This note appears on the Payment History view of the Invoice workform.</li>
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<li value="5">In the <b>Amount</b> box, type the percentage if you are adjusting the discount, or a dollar amount if you are adjusting the unit price.</li>
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<li value="6">Click<b> OK </b>to submit your settings.
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<p>If you are adjusting the unit price, the Record Check/Voucher Data dialog box appears with the adjustment amount.</p></li>
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<li value="7">If the Record Check/Voucher Data dialog box appears, enter the check or voucher number if you are sending or receiving a check for the adjustment, and click <b>OK </b>to complete the adjustment.
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<p>The adjustment is made to the unit price or discount, the transaction is posted on the Fund workform, and on the Invoice workform-Payment History view.</p></li>
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</ol>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.7</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_63220_Adjust_line_item"></a>Adjust Line Item Segment Charges on a Prepaid Invoice</h1>
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||||
<p><a name="kanchor2545"></a><a name="IX_adjusting_prepaid"></a><a name="kanchor2546"></a><a name="IX_adjusting_segment"></a><a name="kanchor2547"></a><a name="IX_adjusting_charges_on_1"></a><a name="kanchor2548"></a><a name="IX_adjusting_segment_charges"></a><a name="kanchor2549"></a><a name="IX_adjusting_invoice_2"></a><a name="kanchor2550"></a><a name="IX_charges_on_line_item"></a>To adjust charges on a prepaid invoice line item segment:</p>
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<ol>
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<li value="1">Open the Invoice Line Item workform for the prepaid line item.</li>
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<p class="NoteShade"><b>Tip: <img src="Adjustbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /><br /></b>Click after selecting the segment.</p>
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<li value="2">Right-click the segment for which you want to adjust charges, and select <b>Adjust Charges</b> from the context menu.</li>
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<p>The Adjust Charges dialog box appears.</p>
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<li value="3">Select one of the following <b>Type</b> options:<ul type="disc"><li><b>Shipping charges</b> for charges for shipping the copies in the segment.</li><li><b>Cataloging services</b> for charges associated with cataloging services for the segment.</li><li><b>Special handling</b> for any special handling charges associated with the line item segment.</li><li><b>Service </b>for any additional charge associated with the purchase of the items in this segment.</li><li><b>Binding format</b> for any charge associated with binding that applies to the line item segment.</li><li><b>Other</b> for any miscellaneous charges included in this segment.</li></ul></li>
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<li value="4">Select an <b>Action</b> option:<ul type="disc"><li><b>Overwrite existing charge</b> if the charge replaces any previous charge.</li><li><b>Add to existing charge</b> if the charge is added to the previous charges.</li></ul></li>
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<li value="5">If necessary, type a note in the <b>Note</b> box. The note appears on the Payment History view of the Invoice workform.</li>
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<li value="6">Type the amount you would like to adjust in the <b>Amount</b> box.</li>
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<li value="7">Click<b> OK </b>to submit your settings.</li>
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<p>The Record Check/Voucher Data dialog box appears.</p>
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<li value="8">Click <b>Check</b> or <b>Voucher</b> to indicate the payment method.</li>
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<li value="9">If needed, type a check or voucher number in the <b>Number</b> box.</li>
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<li value="10">To enter a different date, type a date in the <b>Date</b> box or select it from the calendar.</li>
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<p class="NoteShade"><b>Note:<br /></b>If the number in the <b>Amount</b> box is not what you expected, you can cancel the operation and change the adjustment.</p>
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<li value="11">Click <b>OK </b>to submit your settings.</li>
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<p>A message asks you to confirm the transaction.</p>
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<li value="12">Click <b>OK </b>to confirm the amount.</li>
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<p>When the adjustment is completed, the message <b>Charges adjusted successfully</b> appears in the status bar of the Invoice Line Item workform.</p>
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||||
</ol>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.7</span></div>
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<h1><a name="XREF_34588_Adjusting_Invoices"></a>Adjusting Prepaid Invoices</h1>
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<p>You can adjust invoice charges for the invoice for specific line item segments on an invoice. In addition, you can adjust the discount or unit price on a line item or the credits for line item segments on a prepaid invoice.</p>
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<p class="NoteShade"><b>Important:<br /></b>If the prepaid invoice has charges at the header level, you must link another invoice to it to adjust the charges or post credits. See <a href="../PAinv/Link_an_invoice_to_another_invoice.htm#XREF_66732_Link_an_invoice_to">Link an invoice to another invoice</a>.</p>
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<p>See also:</p>
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<ul type="disc">
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<li><a href="Adjust_line_item_discount_unit_price_on_a_prepaid_invoice.htm#XREF_35053_Adjust_invoice">Adjust line item discount/unit price on a prepaid invoice</a>
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</li>
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<li><a href="Adjust_line_item_segment_charges_on_a_prepaid_invoice.htm#XREF_63220_Adjust_line_item">Adjust line item segment charges on a prepaid invoice</a>
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</li>
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<li><a href="Adjust_invoice_line_item_segment_credits_and_discounts.htm#XREF_24814_Adjust_invoice">Adjust invoice line item segment credits and discounts</a>
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