Adjusting the Revenue
Users can adjust the price of a membership by changing the
order Line Amount on the membership order. Doing so creates a debit/credit
transaction on the order. The price of a membership product can be adjusted
for proforma orders, active orders, and orders in which any payment has been
received.
1. To adjust the
revenue of a membership product; from the Order Entry screen, select the appropriate
line item.
2. From the Work
with Line Items task category, click Adjust Price. The Price Adjustments
screen displays.
3. From the Adjustment
Options section, select the Adjust the Revenue
radio button.
4. Enter the Adjustment
Amount. Adjustment amounts have to be entered as either as positive or
negative number to impact the line balance.
5. Enter the Adjustment
Reason (required).
6. Click Save.
