Associate adjustments with reservations. An adjustment can be an extra charge or a discount such as extra charges for a damaged vehicle or a late return fee on the equipment.
Create a work order for an adjustment on this screen.
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Select Work > Contract Management > Reservations.
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Select the reservation for which to create an adjustment, and then click the Adjustments tab.
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Click Add Adjustment.
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Specify this information:
Adjustment - Specify the adjustment with which to associate to the reservation.
Tax Code - Specify the tax code for the adjustment.
Date - Specify the date to invoice the adjustment.
Quantity - Specify the quantity of adjustments to invoice.
Adjustment Type - Select the type of adjustment, e.g., enter an extra charge for damage if the equipment was returned damaged or a discount because it was returned early. You cannot select Invoice Discount or select Contract Discount because they are reserved by the system.
Status - Select the status of the adjustment. Select one of the following statuses:
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Unfinished - Adjustments can be changed.
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Approved - Adjustment is ready for invoicing.
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Invoiced - Adjustment is invoiced.
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Cancelled - Adjustment is canceled.
Rate - Specify the rate for the adjustment. Total Amount and Tax Amount are automatically populated. Tax Amount is applied to the invoice when the adjustment is due, based on the adjustment date selected.
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Click Submit.
Invoice and Invoice Org. are automatically assigned when the invoice process is completed. Created Work Order is automatically populated when a work order is created for the adjustment.
To create a work order for the adjustment, click Create WO. See Creating regular work orders.