Overview

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This article 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. Go to Oracle Financial Cloud
2. Select Company Single Sign-On and use your Single Sign-On credentials ti Sign In
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. 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:

• Receivables Activity
• 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
• Adjustment Amount
• Adjustment Date
• Accounting Date
• Installment Number

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

 

 

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