Occasionally you can see charges that are incorrect and require some adjustment or reversal. You can reject the invoice and request an adjustment. The following are examples of adjustments you can request:
Contact the investment or service manager and request an adjustment to your debit allocation percent.
Contact your financial manager to create a WIP adjustment and modify the transaction as needed, such as increasing or decreasing the rate, cost, or units.
Contact your investment or service manager, or finance manager to reverse charges.
Adjustments or reversals to transactions or debit rules trigger adjustments to other departments sharing in the cost of the investment. For example, if your allocation percentage reduces by 5 percent, other departments pick up those additional charges. If the total cost is discounted for one transaction, then all departments sharing the costs also receive an adjustment in their charges.
Any adjustments or reversal made to locked or approved invoices is reflected in the next unlocked invoice or future invoice.
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