Overview

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This KBA will demonstrate how to adjust customer invoices in the Receivables Module of Oracle

Critical Concepts

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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

Steps to Take

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1. Open Oracle Financial Cloud
2. Use your Single Sign-On credentials
3. Select Billing and Receivables > Billing
4. Click on the Search icon to the right and enter one required field
   
   • Transaction Number
   • Transaction Date
   • Bill-to Customer Account Number

5. Manage Transactions Search menu displays, enter one required field, click Search to populate results

6. Select the desired line item

7. Select Actions > Manage Adjustments

8. Manage Adjustments page displays

9. Select Actions > Create

10. Enter all required fields along with the Adjustment Reason and any further Comments

11. Click Submit

If you still have questions or need additional assistance, please submit a ticket