Customer Allowance Adjustment Entry

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Allowances $Images\bluerarw.gif$ Customer Allowance Adjustment Entry

Purpose

Enter customer allowance adjustments.

Overview

Use Customer Allowance Adjustment Entry to enter manual customer allowance adjustments.

You can also import customer allowance adjustments in Customer Allowance Adjustment Import.

Creating Customer Allowance Adjustments

To create a customer allowance adjustment:

Click the New button in the ribbon.
Verify the correct batch number is entered in the Batch # field. If it is not, use the ribbon buttons on the Batch tab to open or select a batch.
Enter an adjustment type for the customer allowance adjustment in the Customer Allowance Type field.
Enter a billing customer code or name for the customer allowance adjustment in the Customer Code field.
Enter a sales location prefix or name for the customer allowance in the Sales Location Prefix field.
Enter allowance account and allowance offset accounts for the customer allowance adjustment in the Allowance Account and Allowance Offset Account fields.
Select whether to create the customer allowance adjustment for all products, or a specific product, product style, product category, or product subcategory. Enter the product code/name, product style, product category, or product subcategory for the customer allowance adjustment.
Select whether the customer allowance adjustment is for a single period, multiple periods, or a specific date.
Click the Lookup buttons for the Period and Year fields and select the period and year for the customer allowance adjustment. If the adjustment is for multiple periods or a specific date, enter the number of periods or the date.
Enter the amount of the customer allowance adjustment in the Adjustment Amount field.
Enter a description of the customer allowance adjustment in the Description field.
Click the OK button in the ribbon. The customer allowance adjustment is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Allowance Adjustment Entry window.
New	Click this button to create a new customer allowance adjustment.
Update	Click this button to updated the selected customer allowance adjustment. You can only update unposted customer allowance adjustments.
Delete	Click this button to delete the selected customer allowance adjustment. You can only delete unposted customer allowance adjustments.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer allowance adjustment.
Prev	Click this button to display the previous customer allowance adjustment.
Next	Click this button to display the next customer allowance adjustment.
Last	Click this button to display the last customer allowance adjustment.

Ribbon Batch Tab Buttons

Button	Description
Select	Click this button to display Select a New Batch, which allows you to select a previously created batch. This button is only available when you are creating a new customer allowance adjustment.
Open	Click this button to display Open a New Batch, which allows you to create a new batch. This button is only available when you are creating a new customer allowance adjustment.
Close	Click this button to display Close A Batch, which allows you to close a batch. This button is only available when you are creating a new customer allowance adjustment.
Edit	Click this button to display Edit A Batch, which allows you to edit an existing batch. This button is only available when you are creating a new customer allowance adjustment.
Post	Click this button to display Invoice Post, which allows you to post customer allowance adjustments for the selected batch.

Main Tab Fields and Buttons

Field or Button	Description
Adjustment Number	Enter a customer allowance adjustment number, or click the Lookup button to select a customer allowance adjustment number. This number is automatically assigned when a customer allowance adjustment is created.
Batch #	This field displays the open batch if one is open. You can use the Select, Open, Edit, and Close buttons on the Batch tab in the ribbon to work with batches.
Customer Allowance Type	Enter a customer allowance type for the customer allowance adjustment, or click the Lookup button to select a customer allowance type. For information on setting up customer allowance types, see Customer Allowance Type Maintenance.
Customer Code	Enter a billing customer code or name for the customer allowance adjustment, or click one of the Lookup buttons to select a billing customer code or name.
Sales Location Prefix	Enter a sales location prefix or name for the customer allowance adjustment, or click one of the Lookup buttons to select a sales location prefix or name.
Allowance Account	Enter an allowance account for the customer allowance adjustment, or click the Lookup button to select an allowance account.
Allowance Offset Account	Enter an allowance offset account for the customer allowance adjustment, or click the Lookup button to select an allowance offset account.
All	Select this check box if the customer allowance adjustment is for all products.
Define For	Select whether the customer allowance adjustment is for a specific product, product style, product category, or product subcategory.
Product Code	Enter a product code for the customer allowance adjustment, or click the Lookup button to select a product code. This field is only available if the Product radio button is selected, and is only enabled if the All check box is cleared.
Product Name	Enter a product name for the customer allowance adjustment, or click the Lookup button to select a product name. This field is only available if the Product radio button is selected, and is only enabled if the All check box is cleared.
Product Style	Enter a product style for the customer allowance adjustment, or click the Lookup button to select a product style. This field is only available if the Product Style radio button is selected.
Name (Product)	Enter a product style name for the customer allowance adjustment, or click the Lookup button to select a product style name. This field is only available if the Product Style radio button is selected.
Category	Enter a product category for the customer allowance adjustment, or click the Lookup button to select a product category. This field is only available if the Category radio button is selected.
Short Description	This field displays the short description of the entered product category. This field is only available if the Category radio button is selected.
Subcategory	Enter a product subcategory for the customer allowance adjustment, or click the Lookup button to select a product subcategory. This field is only available if the Subcategory radio button is selected.
Subcategory Name	Enter a product subcategory name for the customer allowance adjustment, or click the Lookup button to select a product subcategory name. This field is only available if the Subcategory radio button is selected.
Time Frame	Select whether the customer allowance adjustment is for a single period, multiple periods, or a specific date.
Period	Click the Lookup button to select the period for the customer allowance adjustment (or the first period if the Multiple Periods radio button is selected).
Year	Click the Lookup button to select the year for the customer allowance adjustment.
Number of Periods	Enter the number of periods for the customer allowance adjustment if the adjustment is for multiple periods. This field is only available if you select the Multiple Periods radio button.
Allowance Date	Enter the allowance date for the customer allowance adjustment if the adjustment is for a single date. This field is only available if you select the Date radio button.
Adjustment Amount	Enter an amount for the customer allowance adjustment.
Description	Enter a description of the customer allowance adjustment.
Customer Allowance Adjustment Posting	This grid displays posting information for the selected customer allowance adjustment.