Adjustment Types in Web

 

Using our Adjustment Types feature will help you to categorize adjustments made in patron financial accounts, and assist in reporting. If you have additional questions after reviewing this document you can reach out to our support consultants for additional help.

Prerequisites:  You must have permissions for ‘Financial List Management’ under ‘Definitions’ offered by a Sportsman System Administrator.

This Document will cover:

ü Creating Adjustment Types

 

Creating Adjustment Types

To begin, navigate to Define > Financial > Adjustment Types to proceed to the Adjustment Types screen.

Next, you will create an Adjustment Type. Begin by clicking on the [+Add] button on the screen.

 

Enter a Description, and Abbreviation for you Adjustment Type.

Select the radio button that corresponds with the adjustment (Courtesy/Non-Paid or Money/Paid).

Select the GL Account.

Select Editable, Fixed Percentage, or Fixed Amount from the Adjustment Type dropdown, and enter the amount if applicable.

Click [OK] once your adjustment type has been fully configured.

 

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