Summary

The Adjustment Type Maintenance window is used to build and maintain codes and descriptions for Adjustments. Adjustment Type Codes are used when making adjustments in the Ledger detail.

Step by Step

1    Open the Adjustment Type window (TC> Maintenance> Adjustment Type).

• The Adjustment Type window displays all of the Adjustment Types that have been set up in the database.
• Select an Adjustment Type and click DELETE to delete the selected Adjustment Type.
  • Adjustment Types associated with existing bill records cannot be deleted.
• Select an Adjustment Type and click EDIT to open and edit the selected Adjustment Type.
• Click the Create Adjustment Type button to open the Adjustment Type Maintenance window and create a new Adjustment Type.

2    Create an Adjustment Type.

• The Adjustment Type Code field is used to enter a code to represent the Adjustment Type, such as ADJ for Adjustment or RETN for Return.
• The Description field is used to enter a Description for the code entered, such as ADJUSTMENT for ADJ or RETURN for RETN.
• Check the Allow Increase toggle if the code may be used for Positive Adjustment Transactions.
• Check the Allow Decrease toggle if the code may be used for Negative Adjustment Transactions.
• Check the Update GL toggle if Adjustment Transactions entered with the code are to be updated to the General Ledger module.
  • Note: In addition to the check in the Update GL toggle, the Bill Type option Update GL for Charges/Adj’s that the bill is associated with must be set to Yes and if the Purpose Code selected for the Adjustment Transaction is defined as a Taxing Basis Fee on the Year/Sequence Rate screen, the Update GL on Add of Fee toggle must be checked.
• Check the Print Abatement/Exemption Certificate toggle if abatement/exemption certificate should be auto-assigned by the system.
  • When making adjustments using this adjustment type code with this toggle checked, and if the bill type is identified in the Collection Profile Parameter Bill Types as a Motor Vehicle, Personal Property, or Tax Roll (Municipal), a sequential certificate number by year and sequence will be auto-assigned by the system and an Abatement/Exemption Certificate can be generated from the Bill Ledger View = Detail screen.
• Click the Save button when the Adjustment Type is complete.