The Adjustment Category page allows you to add, edit and remove Adjustment Categories (e.g. Credit, Error, Discount, Other etc). To access this page you will need to be logged into Penelope with a System Administrator account.
The Adjustment Category field appears on the following report/s:
Service Unit Adjustment Report
How to Add an Adjustment Category
1. In the System Setup section select Billing.
2. In the Field Setup section select Adjustment Category.
3. In the Active Values section click the Add link.
4. Enter a Value.
5. Click Save.
How to Edit an Adjustment Category
1. In the System Setup section select Billing.
2. In the Field Setup section select Adjustment Category.
3. In the Active/Inactive Values section click the name of the Adjustment Category you would like to edit.
4. Edit the Value.
5. Click Save.
How to Make an Adjustment Category Value Inactive
1. In the System Setup section select Billing.
2. In the Field Setup section select Adjustment Category.
3. In the Active Values section click the minus (-) icon located next to the Adjustment Category you would like to deactivate.
The Adjustment Category will be moved to the Inactive Values section. If the Adjustment Category is not in use it will be immediately deleted. This action cannot be reversed.
How to Make an Adjustment Category Value Active
1. In the System Setup section select Billing.
2. In the Field Setup section select Adjustment Category.
3. In the Inactive Values section click the plus (+) icon located next to the Adjustment Category you would like to make activate.
