Invoice Line Items Adjustment Behavior includes:
•Setting up whether Line Items can be adjusted in Batch Adjustment mode or in Detail Adjustment mode
•Setting up which Line Item fields will be read-only in Batch Adjustment mode
•Entering adjustment reasons
Invoice Line Items Adjustment Options
You may adjust invoice Line Items as follows:
•Detail Adjustment: (recommended for Invoices with few Line Items) For TeamConnect 2.4 SP3 and earlier, Line Items have been adjusted in this mode. When enabled adjusters must select each Line Item, adjust the Line Item, and save changes to individual Line Items separately.
•Batch Adjustment: (recommended for Invoices with many Line Items) When enabled adjusters can make all Line Items for an invoice adjustable with one button click, adjust the Line Items, and save changes to multiple Line Items with one button click. This option is helpful for tabbing through multiple Line Items.
•In-Line & Bulk Adjustment: (recommended for Invoices with many Line Items) Introduced in TeamConnect 3.4 SP1, this setting allows adjusters to make changes to multiple Line Items at a time, with improved screen navigation, the ability to add comments to Line Items directly from the In-Line & Bulk Adjustment (IBA) screen, and other additional features.
1.In the Go to drop-down list, select Object Definitions. 2.Expand the Invoices link and click Line Item. 3.Do one of the following actions: oTo adjust invoice record line items individually, from the Default Adjustment Mechanism drop-down list, select Detail Adjustment (default). oTo adjust invoice record line items in batch mode, from the Default Adjustment Mechanism drop-down list, select Batch Adjustment. This option allows you to adjust multiple Line Items simultaneously and save changes with one button click. oTo adjust invoice record line items in in-line & bulk mode, from the Default Adjustment Mechanism drop-down list, select In-Line/Bulk Adjustment. This option allows you to adjust multiple Line Items simultaneously and add comments to individual Line Items from the same screen. 4.Click Save. |
Setting Batch Adjustment Line Item Fields Read/Write Permissions
If Line Items are set to Batch Adjustment mode, you can restrict which Invoice Line Item fields can be used to adjust invoices by setting certain fields to read-only status.
Note: The following description only applies if you have set the Line Items Default Adjustment Mechanism to Batch Adjustment.
Fields that can be set to read-only include:
•Current Total
•Current Discount
•Current Qty
•Current Rate
1.In the Go to drop-down list, select Object Definitions. 2.Expand the Invoices link and click Line Item. 3.Select the Line Items tab. 4.For each Line Item field (Current Total, Current Discount, Current Qty, Current Rate) to set as read-only when performing a batch adjustment, check the corresponding Read Only in Adjustment check-box. At least one of the adjustable Line Item fields above needs to be left as non-read only. Users need to be able to adjust at least one field.
5.Click Save. |
1.In the Go to drop-down list, select Object Definitions. 2.Expand the Invoices link and click Line Item. 3.Select the Adjustment Reasons tab. Adjustment reasons are organized in a parent-child hierarchy. Initially there is only one node, "Root", and any adjustment reasons that you enter become children of the "Root" node. If you want to enter reasons that are children of some other node, choose that node name from the Show items in node drop-down list, as shown below.
 Adjustment Reasons Hierarchy |
1.Choose a node from the Show items in node drop-down list. 2.The adjustment reasons that are children of that node are shown. 3.If you wish to delete an existing reason, click its checkbox and click delete. 4.If you wish to inactivate an existing reason, click its checkbox and click inactivate. Inactive reasons won't appear to the end user who is doing an adjustment. 5.If you wish to reactivate an existing reason, click its checkbox and click activate. 6.To edit an existing reason, click its checkbox and click edit. The Name and Order fields become editable and you can change their values. When finished, click OK.
7.To enter a new adjustment reason, begin typing in the editable fields above the existing items. oEnter a Name for the adjustment reason. oEnter an Order value. Order determines the sequence in which the reasons appear to the end user. oEnter a Tree Key. This value must be unique, different from all other adjustment reasons. oIs Active is presumed to be Yes when a reason is first entered. You can subsequently inactivate it after it is saved. oWhen finished, choose one of the Save buttons at the top of the page. Clicking Add More will also save your work and present you with new editable fields for additional adjustment reasons. |
