Generate adjustment request

*This sections details out the how to generate adjustment request and view various details on Adjustment request form.

Adjustment request form

New form is introduced to view all the created adjustment request for a project. This form helps to generate adjustment request and view the status of the same. This form provides the details of all the generated requests for each project and can define the adjustment action to be taken on each transaction and can also provide any comments by the project manager.

Go to Project management and accounting > projects360 > Adjustment requests > All adjustment requests.
Go to Project management and accounting > projects360 > Adjustment requests > My Adjustment requests .
Go to Project management and accounting > projects360 > Billing schedule > All Billing schedule > Adjustments request.
Go to Project management and accounting > projects360 > Billing schedule > My Billing schedule > Adjustments request .
Go to Project management and accounting > Projects > All projects > Fee management tab > Adjustments request.
Go to Project management and accounting > Projects > All projects > Fee management form > Adjustments request .

Note – When the adjustment request is opened from the projects, all records related with main project and subprojects will be displayed.

Details of the buttons available on the Adjustment requests form are as follows –

Details of the fields available on Adjustment requests tab of Adjustment request form are as follows –

Details of the fields available on the Details tab of Adjustment requests form are as follows –

New and Regenerate request button

New button is introduced to create and generate adjustment request for a project at a same time. This form helps to generate adjustment request with different filter options. “Regenerate request” button is introduced to regenerate the adjustment request if required.

Go to Project management and accounting > projects360 > Adjustment requests > All adjustment requests.
Go to Project management and accounting > projects360 > Adjustment requests > My Adjustment requests .
Go to Project management and accounting > projects360 > Billing schedule > All Billing schedule > Adjustments request.
Go to Project management and accounting > projects360 > Billing schedule > My Billing schedule >Adjustments request .
Go to Project management and accounting > Projects > All projects > Fee management tab > Adjustments request.
Go to Project management and accounting > Projects > All projects > Fee management form > Adjustments request .

Details of the fields available on the New adjustment request form are as follows –

Regenerate request button

Details of the fields available on the regenerate request form are as follows –

Adjustment request details form

When the clicks on the “Request ID” it opens the adjustment request details form where user can update the actions and comments required on each transaction and submit the adjustment request.

Details of the buttons available on the adjustment request form are as follows –

Details of the fields available on the General tab are as follows –

Details of the buttons available on the Adjustment request lines tab are as follows –

Details of the fields available on the Adjustment request lines tab are as follows –

Details of the fact box available on the Adjustment request are as follows –

Once the user submits the adjustment request, option is provided to perform adjustment actions through the simple adjustment buttons. New field “Action type” is added on the Adjustment request lines tab where the user can select required action to be performed. By default action type will be “All”. Based on the action type selected simple adjustment buttons get displayed. Ex: If Modify time action type is selected then “Modify time” button is displayed. If the user updates the action type to ‘On hold’ or ‘on hold billing’, these transactions will be included in the next adjustment request process.

When the adjustment request process is run again, all the transactions within the given date range will be included even if those transactions are already part of the other adjustment request process which is in ‘Completed’ or ‘Cancelled’ status.

Details of the buttons available on the adjustment request form when the adjustment request is submitted are as follows –

Note – When user perform adjustment for hour transaction, the corresponding timesheet comments will appear under internal and external comments section of the fact box for newly generated transaction.

Request attachment.

When the user opens the attachment generated through adjustment request, user can update the actions and comments required on each transaction.

Details of the fields available on the attachment are as follows –