1.Search for an invoice and open it.

2.To adjust a line item Rate:

a.From the Line Items section, under the Rate column, click the link for the value to adjust.

b.From the Adjust Rate screen:

▪To adjust the Rate to a different amount, from the Adjust Rate drop-down list, select New Amount. Enter the amount in the field to the right.

If you click on the screen, the amount you entered should display in the Adjusted Rate table cell.

▪To reduce the Rate, from the Adjust Rate drop-down list, select Reduce by Amount. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Rate = Original Rate - Reduce by Amount value.

▪To change the Rate by a percentage value, from the Adjust Rate drop-down list, select Reduce by Percentage. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Rate = Original Rate - (Original Rate*Reduce by Percentage value/100).

▪Select a Reason for Adjustment from the drop-down list.

▪Enter adjustment notes to the vendor in the Comments to Vendor field.

▪Enter Internal Comments for your company.

3.To adjust a line item Unit:

a.From the Line Items section, under the Units column, click the link for the value to adjust.

b.From the Adjust Units screen:

▪To adjust the Units to a different amount, from the Adjust Units drop-down list, select New Amount. Enter the amount in the field to the right.

If you click on the screen, the amount you entered should display in the Adjusted Unit table cell.

▪To reduce the Hours or Units, from the Adjust Hrs/Units drop-down list, select Reduce by Amount. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Unit = Original Unit - Reduce by Amount value.

▪To change the Hours or Units by a percentage value, from the Adjust Hrs/Units drop-down list, select Reduce by Percentage. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Unit = Original Unit - (Original Unit*Reduce by Percentage value/100).

▪Select a Reason for Adjustment from the drop-down list.

▪Enter adjustment notes to the vendor in the Comments to Vendor field.

▪Enter Internal Comments for your company.

4.To adjust a line item total Amount:

a.From the Line Items section, under the Amount column, click the link for the value to adjust.

b.From the Adjust Amount screen:

▪To adjust the total Amount to a different value, from the Adjust Amount drop-down list, select New Amount. Enter the amount in the field to the right.

If you click on the screen, the amount you entered should display in the Adjusted Amount table cell.

▪To reduce the total Amount, from the Adjust Amount drop-down list, select Reduce by Amount. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Amount = Original Amount - Reduce by Amount value.

▪To change the total Amount by a percentage value, from the Adjust Amount drop-down list, select Reduce by Percentage. Enter the amount in the field to the right.

If you click on the screen, the following calculation applies. Adjusted Amount = Original Amount - (Original Amount*Reduce by Percentage value/100).

▪Select a Reason for Adjustment from the drop-down list.

▪Enter adjustment notes to the vendor in the Comments to Vendor field.

▪Enter Internal Comments for your company.

5.Click Save. The list of invoice line items appear. The line item that you were working on is visible and has a focus frame around it.

The adjustment will then be displayed on the line item along with the name of the user who made the change and the time of the change. Manual adjustments (as described above) will have a different icon next to the change than automated adjustments. In the case of multiple adjustments, each will be shown in the order of the adjustment.

Manual Line Item Adjustment

Adjustments that have been completed via automated rule will have the icon shown below as well as details on the change.

Automatically Rejected Line Item

This procedure allows you to perform adjustments on a list of line items in a batch, using different types of adjustments. If instead you wish to apply a single adjustment type to multiple line items, you can use Bulk Adjustment.

1.Search for an invoice and open it.

2.Use Line Item Search by clicking Show Filter to locate and display the particular items that need adjustment.

3.From the Line Items section bar, click the Adjust link. The adjustment window is displayed.

4.If the invoice contains a large number of line items, there will be multiple pages, each containing several line items. You can control the number of line items per page by changing the value in the Line Items per page drop-down list. For each line item to adjust:

oEdit the Current Rate

oEdit the Current Unit

oEdit the Current Discount

oEdit the Current Amount

oSelect an Adjustment Reason from the drop-down list.

oType adjustment explanations to the vendor in the Comments to Vendor field.

oType Internal Comments for your company but not for the Vendor to view.

5.Click Save.

The adjustment will then be displayed on the line item along with the name of the user who made the change and the time of the change. Manual adjustments (as described above) will have a different icon next to the change than automated adjustments. In the case of multiple adjustments, each will be shown in the order of the adjustment.

Manual Line Item Adjustment

Adjustments that have been completed via automated rule will have the icon shown below as well as details on the change.

Automatically Rejected Line Item

This procedure allows you to perform adjustments on a list of line items in a batch, using different types of adjustments. If instead you wish to apply a single adjustment type to multiple line items, you can use Bulk Adjustment.

1.Search for an invoice and open it.

2.Use Line Item Search by clicking Show Filter to locate and display the particular items that need adjustment.

3.From the Line Items section bar, click the Adjust link. The adjustment window is displayed.

4.A list of the line items displays in an embedded box. This is so the column headers of the line items are visible even as you scroll down to view the items on the bottom of the list. For each line item to adjust:

oEdit the Current Rate

oEdit the Current Units

oEdit the Current Discount

oEdit the Current Total

oClick the Comments drop-down menu to open a pop-up in which you can add the following items:

▪Reason for Adjustment from the drop-down list.

▪Adjustment explanations to the vendor in the Comments to Vendor field.

▪In House Comments visible to your company but not to the Vendor.

5.Click Save.

The adjustment will then be displayed on the line item along with the name of the user who made the change and the time of the change. Manual adjustments (as described above) will have a different icon next to the change than automated adjustments. In the case of multiple adjustments, each will be shown in the order of the adjustment.

Manual Line Item Adjustment

Adjustments that have been completed via automated rule will have the icon shown below as well as details on the change.

Automatically Rejected Line Item

1.Search for an invoice and open it.

2.Use Line Item Search to locate and display the particular items that need adjustment.

3.From the Line Items section bar, click the Adjust link. This link appears if the invoice line item adjustment setting is set to either Batch Adjustment or In-Line & Bulk Adjustment. See Setting up Invoice Line Items Adjustment Behavior for more information.

4.Click the check-box for all of the line items that will be affected by the bulk adjustment.

5.Click the Bulk Adjustment button. The Bulk Adjustment window is displayed.

The Bulk Adjustment Window for Line Items

6.Complete the appropriate fields. The fields are a subset of those used in Batch Adjustment or In-Line & Bulk Adjustment, and vary depending on which setting is active. The fields behave in the same way as when used in their respective in-line adjustment setting. See the Batch Adjustment and In-Line & Bulk Adjustment Line Items fields table.

7.Click OK.

The adjustments are applied to the line items that you checked.

8.Select a save option to save the changes.

9.The adjustment will then be displayed on the line item along with the name of the user who made the change and the time of the change. Manual adjustments (as described above) will have a different icon next to the change than automated adjustments. In the case of multiple adjustments, each will be shown in the order of the adjustment.

Manual Line Item Adjustment

Adjustments that have been completed via automated rule will have the icon shown below as well as details on the change.

Automatically Rejected Line Item

Invoice line item adjustments can be reverted by approvers. Click the Revert Selected button after checking the desired adjustment checkbox to revert the adjustment change. This function operates much like a more efficient method of applying and adjusting discounts on a line item.

Note: Reverting an adjustment will also revert all adjustments made after that selected point. For example, if there are three adjustments (respectively dated 10/1/16, 10/3/16, and 10/5/16) and the 10/3/15 adjustment is reverted, the 10/5/16 adjustment will automatically be reverted as well. The 10/1/16 adjustment will remain unchanged.

Reverting a Line Item Adjustment

Invoice line items can be rejected in total by approvers. After an invoice moves into workflow, simply highlight the line item and click the Reject button.

Manually Rejecting A Line Item

The line item will be marked as "Rejected." Line items can also be rejected automatically as per designated rules.

Automatically Rejected Line Item