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Manage Parts Return Schedule Adjustment Reasons

  • How To
  • Step by Step

Manage Parts Return Schedule Adjustment Reasons

Note: The adjustment reason entries appear in a drop-down list that is displayed to authorized users when they adjust the accrual amount of a parts return.

Add an Accrual Amount Adjustment Reason

To add an accrual amount adjustment reason:

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

In the blank field at the top of the window, type the adjustment reason name.

n3

Click the Add icon.

Edit an Accrual Amount Adjustment Reason

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

Select the adjustment reason you want to edit.

n3

Move your mouse pointer over the Action icon.

n4

From the Action menu, select the Edit menu option.

n5

In the Adjustment Reason field, edit the adjustment reason name, as desired.

n6

Move your mouse pointer over the Action icon.

n7

From the Action menu, select the Save menu option to save the changes you made.
Note: Select the Cancel menu option to cancel the changes made.

Delete an accrual Amount Adjustment Reason

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

Select the adjustment reason you want to delete.

n3

Move your mouse pointer over the Action icon.

n4

Select the Delete menu option.

n5

Click the Yes button to confirm, or click the No button to close the window without confirming.

Manage Parts Return Schedule Adjustment Reasons

  • How To
  • Step by Step

Manage Parts Return Schedule Adjustment Reasons

Note: The adjustment reason entries appear in a drop-down list that is displayed to authorized users when they adjust the accrual amount of a parts return.

The instructions below provide the steps required to add a new adjustment reason. To view the steps for editing or deleting an adjustment reason, click the Step by Step tab in full help.

To add an accrual amount adjustment reason:

  1. At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
    Note: The Adjustment Reason window appears.
  2. In the blank field at the top of the window, type the adjustment reason name.
  3. Click the Add icon.

  • Adjust the Accrual Amount for a Parts Return
  • Change the Parts Return Due Date
  • Change the Parts Return Schedule for Multiple Dealers
  • Change the Rollover Rate
  • Filter the Manage Part Return Schedule Page
  • Manage Part Return Schedule Page Overview
  • Manage Parts Return Cancellation Reasons
  • View the Accrual Adjustment History for a Dealer

Manage Parts Return Schedule Adjustment Reasons

Note: The adjustment reason entries appear in a drop-down list that is displayed to authorized users when they adjust the accrual amount of a parts return.

Add an Accrual Amount Adjustment Reason

To add an accrual amount adjustment reason:

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

In the blank field at the top of the window, type the adjustment reason name.

n3

Click the Add icon.

Edit an Accrual Amount Adjustment Reason

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

Select the adjustment reason you want to edit.

n3

Move your mouse pointer over the Action icon.

n4

From the Action menu, select the Edit menu option.

n5

In the Adjustment Reason field, edit the adjustment reason name, as desired.

n6

Move your mouse pointer over the Action icon.

n7

From the Action menu, select the Save menu option to save the changes you made.
Note: Select the Cancel menu option to cancel the changes made.

Delete an accrual Amount Adjustment Reason

n1

At the bottom of the Manage Part Return Schedule page, click the Adjustment Reason Maintenance button.
Note: The Adjustment Reason window appears.

n2

Select the adjustment reason you want to delete.

n3

Move your mouse pointer over the Action icon.

n4

Select the Delete menu option.

n5

Click the Yes button to confirm, or click the No button to close the window without confirming.

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