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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

CONTROL PANEL

1. CONTROL PANEL
 
Control Panel
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
 
Breadcrumbs Bar
3

HEADER TOOLBAR

3. HEADER TOOLBAR
 
Header Toolbar
4

ID FIELD

4. ID FIELD
Required. An alphanumeric ID for the record.
5

DESCRIPTION FIELD

5. DESCRIPTION FIELD
Description Field
6

COMPANY FIELD

6. COMPANY FIELD
Company Field
7

ADJUSTMENT GROUP TYPE FIELD

7. ADJUSTMENT GROUP TYPE FIELD
Type Field
8

INACTIVE CHECKBOX

8. INACTIVE CHECKBOX
Check this box to mark the group as inactive. Inactive groups are not available to add to records.
9

GROUP BY DROPDOWN

9. 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
10

ADJUSTMENTS TREE

10. 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.
11

NOTES FIELD

11. NOTES FIELD
Notes (RTF) Field
12

ADJUSTMENTS TABLE

12. 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.