Job Aid

Approving an Adjustment

Step Action
1. Begin by navigating to the Billing work area.

Click the Navigator menu.

2. Click the Billing link.

3. Use the Billing work area to view billing information and process open receivables.
4. Review adjustments pending approval on the Pending My Approval tab in the
Adjustments region.

The Pending My Approval tab contains all of the pending adjustments that fall within
your approval limits.
5. Click in the Adjustment Type field.

6. Enter the desired information into the Adjustment Type field. Enter a valid value e.g.
"Line".
7. Press [Enter].
8. Review the adjustments with an adjustment type of Line.
9. Click the 4199 row header.

10. Click the Approve button.

11. Use the Approve Adjustment window to submit the selected adjustment for approval.
12. Enter the desired information into the Comments field. Enter a valid value e.g. "This is
approved.".
13. Click the Submit button.

14. Click the OK button.

15. You have successfully approved an adjustment.

End of Procedure.

Date Created: 18/03/2014 09:04:00 Page 1