Associating adjustments with reservations

Associate adjustments with reservations. An adjustment can be an extra charge or a discount such as extra charges for a damaged vehicle or a late return fee on the equipment.

Create a work order for an adjustment on this screen.

Select Work > Contract Management > Reservations.
Select the reservation for which to create an adjustment, and then click the Adjustments tab.
Click Add Adjustment.
Specify this information:
Adjustment

Specify the adjustment with which to associate to the reservation.

Tax Code

Specify the tax code for the adjustment.

Date

Specify the date to invoice the adjustment.

Quantity

Specify the quantity of adjustments to invoice.

Adjustment Type

Select the type of adjustment, e.g., enter an extra charge for damage if the equipment was returned damaged or a discount because it was returned early. You cannot select Invoice Discount or select Contract Discount because they are reserved by the system.
Status
Select the status of the adjustment. Select one of the following statuses:
- Unfinished
  
  Adjustments can be changed.
- Approved
  
  Adjustment is ready for invoicing.
- Invoiced
  
  Adjustment is invoiced.
- Cancelled
  
  Adjustment is canceled.
Rate

Specify the rate for the adjustment. Total Amount and Tax Amount are automatically populated. Tax Amount is applied to the invoice when the adjustment is due, based on the adjustment date selected.
Click Submit.
Invoice and Invoice Org. are automatically assigned when the invoice process is completed. Created Work Order is automatically populated when a work order is created for the adjustment.
Note: To create a work order for the adjustment, click Create WO.
See Creating regular work orders.