Creating pool and loaner adjustments for fleet bills

Create an adjustment to vehicle ticket charges that have already been billed. The adjustments will be reflected on the subsequent fleet bill. You can make changes to billing category amounts or cost codes. To enter specific pool or loaner adjustments for hours charges, hours markup charges, mileage charges, mileage markup charges, and/or exceptions charges, specify the pool or loaner adjustment amount in the corresponding field. These assignment adjustment amounts can be negative (a credit) or positive (a debit).

Note: You can only make adjustments to pool and loaner vehicle tickets on this form.

You cannot update a pool or loaner adjustment after the adjustment is billed.

To create pool and loaner adjustments for fleet bills:

Select Work > Fleet > Fleet Bills.
Select the fleet bill for which to create a pool or loaner adjustment, and then click the Pool/Loaner Adjustments tab.
The system automatically populates Created By and all currency fields in the Adjustment Details section.
Click Add Adjustment.
Specify this information:

Ticket

Specify the vehicle ticket for which to add a pool/loaner adjustment. The system automatically populates Vehicle, the vehicle description, Issued Date/Time, Created Date/Time, Period End Date, Returned Date/Time, Cost Code, Hours Billed and the currency, Hours Markup Billed and the currency, Mileage Billed and the currency, Mileage Markup Billed and the currency, and Exceptions Billed and the currency.

New Cost Code

Specify a new cost code to correct a ticket that was billed to an incorrect cost code.
Note: You cannot adjust cost code values and pool or loaner adjustment amounts on the same fleet bill. If you enter a New Cost Code, the system protects all other fields except Ticket and Comments. If you clear the New Cost Code, the system re-enables all of the protected fields. If you enter pool and loaner adjustment amounts, the system protects New Cost Code. If you clear the pool or loaner adjustment amounts, the system re-enables New Cost Code.

Hours Adjustment

Specify the adjustment amount for hours charges.

Hours Markup Adjustment

Specify the adjustment amount for hours markups.

Mileage Adjustment

Specify the adjustment amount for mileage charges.

Mileage Markup Adjustment

Specify the adjustment amount for mileage markup charges.

Fuel Markup Adjustment

Specify the adjustment amount for fuel markup charges.

Exceptions Adjustment

Specify the adjustment amount for exceptions charges.

Exception

Specify the exception for which to add pool or loaner adjustment. The system automatically populates Exceptions Adjustment.

Comments

Enter any comments about the pool or loaner adjustment.
Click Submit.

Note: You cannot delete a pool or loaner adjustment after the adjustment is billed.