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Adjustment Groups

 
Use this page to create combinations of Adjustments. Adjustment groups can be dragged into records, thereby adding multiple adjustments with a single action. See the Adjustments Tab topic for information about dragging adjustment groups into records.
 
An adjustment can appear in multiple groups but it can only appear once within each group.
 
Adjustment Groups
1

Select Record Dropdown

1. Select Record Dropdown
2

Search Record Button

2. Search Record Button
3

Add Record Button

3. Add Record Button
4

Save Record Button

4. Save Record Button
5

Delete Record Button

5. Delete Record Button
6

Print Button

6. Print Button
7

ID* Field

7. ID* Field
Required. An alphanumeric ID for the record.
8

Description Field

8. Description Field
9

Company Field

9. Company Field
10

Adjustment Group Type Field

10. Adjustment Group Type Field
11

Inactive Checkbox

11. Inactive Checkbox
Check this box to mark the group as inactive. Inactive groups are not available to add to records.
13

Group By Dropdown

13. Group By Dropdown
The selection here determines how the tree is grouped. The choices are:
  • None - Adjustments appear in the tree with no grouping
  • Column - Adjustments appear in the tree grouped by the column - "Adjustment 1", "Adjustment 2", or "Tax" - that they are associated with
14

Adjustments Tree

14. Adjustments Tree
This tree displays all active adjustments that have not yet been added to the adjustments table in this group. Drag adjustments from this tree and drop them on the table to add them to the group.
15

Delete Button

15. Delete Button
Select one or more lines in the table and then click this button to remove the adjustments from the group.
16

Adjustments Table

16. Adjustments Table
All fields in the table are read only. Drag adjustments from the tree and drop them here to add them to the group.