Staff Client Help v7.0
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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="kanchor1934"></a><a name="IX_adjusting_prepaid_2"></a><a name="kanchor1935"></a><a name="IX_adjusting_prepaid_1"></a><a name="kanchor1936"></a><a name="IX_adjusting_credits_and_1"></a><a name="kanchor1937"></a><a name="IX_adjusting_credits_and"></a><a name="kanchor1938"></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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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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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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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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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="kanchor3914"></a><a name="IX_adjusting_prepaid"></a><a name="kanchor3915"></a><a name="IX_adjusting_segment"></a><a name="kanchor3916"></a><a name="IX_adjusting_charges_on_1"></a><a name="kanchor3917"></a><a name="IX_adjusting_segment_charges"></a><a name="kanchor3918"></a><a name="IX_adjusting_invoice_2"></a><a name="kanchor3919"></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>
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</div>
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<h1><a name="XREF_34588_Adjusting_Invoices"></a>Adjusting Prepaid Invoices</h1>
|
||||
<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>
|
||||
<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>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<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>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<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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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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Reference in New Issue
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