Overview

---

This article describes how to correct a paid Supplier Invoice

Critical Concepts

---

Reasons to complete a Payment Adjustment Form

• Overpaid Invoice; in lieu of a Credit Memo or Refund Check from the Supplier
• Underpaid Invoice
• Sales or Use Tax overpaid
• Sales or Use Tax underpaid

Steps to Take

---

When a Supplier’s Invoice has been paid and a correction needs to be made, follow these steps:

1. Gather the information needed to submit the Adjustment Request

2. The following information is needed to complete an Invoice Adjustment Request 

1. Purchase Order number
2. Supplier Invoice number
3. Amount of Adjustment needed 

Invoice information can be found by searching in Oracle:

• How to search for Invoice information in Oracle

How to Submit the Adjustment Request

1. Log into UC San Diego Services & Support to create a Case, using this link Submit a Ticket

2. Enter the following information:

• I want to: Ask a Question or Make a Request
• About: Invoices & Payables 
• Related to: Supplier Invoices 
• More Specifically: Incorrect Bill/Invoices 
• Subject: Invoice adjustment needed

3. In the Description field, provide the following information:

• Invoice number
• PO number
• Short description of the payment error