Body
Changing the Effective Date and Adjusting the Price
1.
Open the order entry screen for the order you need to make changes to.
Left mouse click on the first order line to highlight it. Right mouse click on
the same line to open the menu. Choose the option Show Full Line Item
Detail.
2. Click on the Product
Specifics tab.
3. Change the
Begin Date to the specific date you wish to start the membership.
4. Click on the Save
button.
This will adjust the effective date of the membership. To
adjust the prices continue with the following. (Note: Verify you have
the correct line highlighted before you click to adjust the price.)
5.
Under the screen task category Work with Line Items, click on the
first task, Adjust the Price.
6. Enter the Adjustment
Amount as a negative. In the example below, to adjust the price down, the
amount was put in as -64.92. Using the Tab key, will convert the number to the
correct ($64.92).
7. Enter an
Adjustment Reason and click Save.
8.
This will adjust the process correctly. It is important you continue
this process for each line you need to adjust.