Keys: CTRL+J
The adjustment transaction can be used to make adjustments to either order records or prospect records. The Transactions menu contains either "Adjust order" or "Adjust prospect" depending on the type of record you have selected on the lookup screen. Click here for information on making adjustments to prospects.
Use 'Adjust order' to change any fields of an order that you cannot change by using any other transaction. For example, you may have entered a batch of new orders and specified the wrong starting issue or shipping class. You use the 'Adjust order' transaction to change the next issue you'll serve for each of those orders.
Don't use 'Adjust order' when one of the other transactions performs the same function. You could get side effects you don't want. That's because, as a rule, QuickFill doesn't "link" fields with this transaction. So, you could change the number of copies, say, and the price of the subscription wouldn't change.
You cannot use the 'Adjust order' screen to make changes to a payment or to a refund. Use the 'Adjust payment', 'Refund' or 'Undo refund' transactions instead.
To adjust an order, you must first use the lookup procedure to locate the order. (Click here for details on the Lookup procedure.) Once you are on the "Subscription and prospect record" lookup screen, click on "Orders" to display the customer's orders, then select 'Adjust order' under 'Transactions' on the main menu.
The adjust order form is divided into two tabs (Order and Price & Payment), but you can see only one tab at a time. You can move between tabs by using the Ctrl-RightArrow and Ctrl-LeftArrow key combinations or your mouse.
The 'Price & Payment' tab contains information related to price and payment for the order being adjusted. It also contains fields that relate to the billing of unpaid orders.
The 'Order' tab contains the remaining order information (such as the date an order was entered, the tracking code, channel, etc.)
Since the 'Adjust order' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.