Overview

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This article demonstrates how to adjust customer invoices in the Receivables Module of Oracle.

Essential Information

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• The department needs the UCSD AR Adjustment Role to be able to create an invoice adjustment.
• Adjustments amend the invoice within; a credit is not applied against the original invoice.

Next Steps

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1. Go to Oracle Financial Cloud.
2. Select Company Single Sign-On and use your Single Sign-On credentials to Sign in.
3. Select Billing and Receivables > Billing
4. Click on the Search icon to the right and enter one required field:

• 1. Transaction Number
  2. Transaction Date
  3. Bill-to Customer Account Number

5. Select the desired Transaction Number.

6. Then open the Actions dropdown and select Manage Adjustments.

7. Select Actions > Create or the "+" sign.

8. Enter the required fields:

1. Receivables Activity
2. Adjustment Type
   
   • Line adjustments: Use to adjust invoice lines. Enter positive number if increasing the invoice amount or negative amount if reducing.
   • Invoice adjustment: Use if cancelling the entire invoice amount.
   • Tax or Freight adjustments: Use to modify tax or freight charges.
   • Charges adjustments: For central use only.
3. Adjustment Amount
4. Adjustment Date
5. Accounting Date
6. Installment Number

9. Provide an Adjustment Reason and Comments, then Submit. The Adjustment will route for approval to the AR Team.