Add Gross Adjustment
To add a gross adjustment:
- In the Bills tab, click the Add Gross Adjustment hyperlink.
The system displays the Gross Adjust page.
- In the Gross Adjust page, choose from the required Type of adjustment as either Payout or Take Back.
- Enter the required District Office to show the location of the payee for which the adjustment has to be added.
- Choose the required Program.
- Select the optional Payee type.
- Enter the required Payee ID.
- From the respective date-pickers, enter the From Date and the To Date, to signify the period for which the adjustment has to be added.
- Enter the required Adjustment amount.
- Choose the required Gross Adjustment Reason Code from the drop-down list.
- Select on the required Bill Adjustment Reason Code lookup icon.
The system displays the Bill Adjustment Reason Code page.
- Choose a code from the list on the Bill Adjustment Reason Code page.
- Select OK.
The system displays an updated Gross Adjust page with the newly added Bill Adjustment Reason Code.
- Select on the optional Remittance Remark Reason lookup icon.
The system displays the Remittance Remark Reason page.
- Choose a code from the list on the Remittance Remark Reason page.
- Select OK.
The system displays an updated Gross Adjust page with the newly added Remittance Remark Reason Code.
- Provide optional comments in the Comments text box.
- Select Submit.
The system displays the Bills List-Gross Adjustment page with the newly added adjustment record.
Note that the processing status changes to Edits Processed from Awaiting for Review.