Creating Adjustment Work Orders

When a customer returns a defective item, you can sell a replacement at a reduced price. In this scenario, you need to create an adjustment work order.

Note: Before you create an adjustment work order, make sure a reconciliation code has been set up for the vendor. For more information, see Adding a Reconciliation Code.

To create an adjustment work order

1. Start a work order as you normally would for a regular sale. For more information, see Starting Work Orders.

2. Add the replacement item and its add-ons to the work order.

3. Make sure the line for the replacement item is selected and click Adjust. The Nat’l/ReconCodes/Credits screen appears.

4. Select the reconciliation code for the vendor who distributes the item and click OK.

5. Type the claim number for the adjustment sale and click OK. The line for the adjusted item turns yellow and the following message appears: “You should change the sales price to the adjusted price of the item.”

Note: If the following message appears, you need to choose the correct reconciliation code in the upper-left corner of the screen: “Error: Reconcile code already set for this invoice. You can only work with one national account per invoice.”

6. Click OK.

7. Type the price for the replacement item in the Parts column.

Note: The price of add-on items is unaffected unless you also adjust their prices.

8. Delete the add-on items that you do not want to include on the final invoice. Typically, all add-ons are deleted except the state tire fee.

9. Complete the invoice as usual. For more information, see Completing an Invoice.

Note: On printouts for completed invoices, the letter A identifies the lines for adjusted items.