Applying process adjustments

The Process Instalment Adjustment window is used to apply adjustments to instalment sets.
You can:

Opening the Process Instalment Adjustment window

To open the Process Instalment Adjustment window:

Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Instalments tab.
The Instalments tab of the Debtor Maintenance window is displayed.
Click .
The Process Instalment Adjustment window is displayed.

Process Instalment Adjustment key fields and buttons
Action to Apply to Selected Records Fields

Field	Description
Full Reversal	Reverse instalment charges.
Charge Remaining Amount	Charge the remaining instalment balance for the selected instalment set.
Charge Next Amount	Charge the next instalment amount for the selected instalment set.

Instalments area fields

Field	Description
Incomplete Instalments	Show only incomplete instalments.
Complete Instalments	Show only complete instalments.
All Instalments	Show all instalments.

Grid area fields

Field	Description
Process	Flag an instalment plan for processing.
Date	Date assigned to the instalment. Note: This date is entered in Debtor Automatic Tuition. See Automatic Tuition.
Fee	Fee code assigned to the instalment plan. See Maintaining debtor fees.
Amount	Total amount owed.
Charged	Amount charged to date.
Frequency	Frequency of instalment payments (e.g. Monthly).
Next Date	Date of the next instalment payment.
Nxt Amt	Amount of the next instalment payment.
Student Name	Name of the student.
Charge Amount	Amount to be charged or credited Note: Reverse charges show negative values.

Buttons

Button	Description
	Select all instalment sets.
	Deselect all instalment sets.
	Display Create Debtor Instalment Adjustments window to continue with the selected process adjustment(s). Enter: Transaction description Posting date Posting description. Note: Posting date cannot be beyond the G/L Year End date displayed.
	Cancel the process adjustment.