Navigation: Billing > Maintain Bills > Adjust Entire Bill

1. The Adjust Entire Bill search page displays.
2. Enter Business Unit.
3. Enter Invoice.
4. Select Search.

5. The Adjust Entire Bill page displays.
6. In Select Bill Adjustment Action select one of the following:
   • No Bill Action  No action for the displayed bill will occur at this time. When you first access the page, the system uses this value as the default action. This prevents you from adjusting a bill unintentionally. Whenever you save the process, this default action resets.
   • Credit Entire Bill  Create a credit bill for the displayed bill. The bill as a status of RDY (ready).
   • Credit & Rebill  Create a credit bill and create a copy of the displayed bill. The rebill copy has the status of NEW. Note: Some fields are not copied during a rebill but are initialized to certain values.
7. In the Adjustment Results section:
   • You many leave NEXT in the Credit Bill field and the system will assign an invoice number to the adjustment, or, if business practices support a naming standard, you can enter your own unique number, such as CR-<the invoice number you want to adjust>.
   • You many leave NEXT in the Rebill Bill field and the system will assign an invoice number to the new invoice, or, if business practices support a naming standard, you can enter your own unique number, such as RB-< the invoice number you want to adjust>.
8. Select an Adjustment Reason from the prompt list. The reason code is mandatory when issuing a credit.
9. In the Rebill Default Action section:
   • Retain Original Invoice Value  (default) Select this option to retain the customer information from the original bill.
   • Use Current Customer Value  Select this option to use current customer information on the rebill.
10. Select Save.

11. After the process is complete, the invoice number of the adjustment bill appears in Adjustment Results section, if appropriate.
12. Select the Header Info 1 link next to Rebill Bill to access the Standard Billing Header Info 1 page and modify the bill header.

13. The Billing General page displays in a new window.
14. Adjust the rebill as necessary.
15. Set Bill Status to "RDY".
16. Select Save.
17. Close the new window.

Navigation: Billing > Maintain Bills > Adjust Selected Bill Lines

1. The Adjust Selected Bill Lines search page displays.
2. Enter Business Unit.
3. Enter Invoice.
4. Select Search.

5. The Adjust Selected Bill Lines page displays.
6. In Line Adjustment Parameters section, select one of the following:
   • No Bill Action:  When you first access the page, the system uses this field as the default bill action. This setting prevents you from adjusting the bill unintentionally.
   • Adjust Selected Lines: Enables you to adjust any combination of lines on this bill. When you select this option, the Add to Existing Bill check box appears.
   • Add to Existing Bill: Select to add the lines to an existing bill. If you do not select this check box, the system generates a new bill for these adjustment lines.
   • Line Opt: (line options)  Select a value.
     • Create Net Adjustment Only: Creates one adjustment line.
     • Create Reversal and Rebill: Creates two new lines, one that credits the original line chosen, and one that reflects the adjustment.
     • Credit Line: Creates one line with a reversal of the amounts from the original line chosen.
   • Adjustment Reason Default:  Select the appropriate code from a list of valid reason codes that will be made available via a prompt list. A reason code is required for a reversal line and a credit line.
7. In the Line Adjustment Results group box, the system displays one of these field:
   • Add to Bill:  The system displays this field if you elect to add to an existing bill. Enter the invoice number of the existing bill to which you want to add the lines. If you elect to add to an existing bill but there are no existing bills available, select No Bill Action, reselect Adjust Selected Lines, and deselect Add to Existing Bill.
   • Warning! Adjusted Project Costing and Contracts lines should never be added to non-Project Costing or Contracts bills.
   • Adjustment:  The system displays this field if you elect to add to a new bill. The system assigns the default invoice number NEXT to the adjustments. If business practice allows, you can assign your own unique invoice numbers to the credit bill or rebill by overriding NEXT.
   • Warning! You can adjust a bill header or bill line only once.
8. Set Filter Options:  Select this link to enter search values and to filter the invoice lines returned that need to be adjusted. After entering the values, the user will have the option to search, clear search, or return to the Adjust Selected Bill Lines page.
9. Select Bill Lines:  All lines that satisfy the search criteria appear in this scroll area. The grid tabs at the top of the list enable you to view different bill fields.
10. Select Save.

11. After the process is complete, the invoice number of the adjustment bill appears in Line Adjustment Results, if appropriate.
12. Select the Header Info 1 link next to Adjustment to access the Standard Billing Header Info 1 page and modify the bill header.

13. Select the Bill Line Info 1 link to access the Standard Billing Line Info 1 page and correct line information.
14. Adjust the rebill as necessary.
15. Set Bill Status to "RDY".
16. Select Save.

17. Process complete.