Adding, Editing, or Deleting an Adjustment Batch

You can use the A/R Adjustment Batch List screen to add a new adjustment batch, or delete an open adjustment batch.

You can also use the A/R Adjustment Entry screen to add or delete adjustment batches, and you can use it to edit open batches.

Note: To delete a posted batch, or to clear the data for a deleted batch, use the Clear Deleted And Posted Batches option on the A/R Clear History screen.

To create an adjustment batch using the Adjustment Batch List screen:

1. Open Accounts Receivable > A/R Transactions > Adjustment Batch List.

2. On the Adjustment Batch List, click the Create New button to create a new batch.
3. Create and save the batch and entry.

To create an adjustment batch using the A/R Adjustment Entry screen:

1. Open Accounts Receivable > A/R Transactions > Adjustment Entry.

2. Click the Create New Batch button.
3. Create and save the batch and entry.

To open an existing adjustment batch for editing:

1. Open Accounts Receivable > A/R Transactions > Adjustment Batch List.

2. Select the batch you want to open, and then click Open.

To delete an open batch:

1. Open Accounts Receivable > A/R Transactions > Adjustment Batch List.

2. Select the batch.
3. Click Delete.

All transactions in the batch are deleted and the batch is listed as deleted on the A/R Batch Status report. You cannot reuse the batch number.