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 New button to create a new batch.
3. Type a description and a date for the batch.

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

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

2. Click the New button beside the Batch Number field.
3. Enter a date for the new batch, or accept the session date in the field.
4. Enter a batch description.
5. Click Save.

To open an existing adjustment batch for editing:

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

2. If there is a large number of adjustment batches, type the number of the batch you want to edit in the Starting Batch Number field, or choose the batch from the Finder.

   Tip: If you have very few adjustment batches, skip this step.

3. Highlight the batch you want to open, then click Open.

To delete an open batch:

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

2. Type the batch number or use the Finder to display a list of existing batches, and then select the batch you want to delete.
3. Click the Delete button.

4. If you see a message asking you to confirm the deletion, click Yes.

   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.