You can access the Adjustment for Payee Period by clicking the Adjustment for Payee Period link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Period Number, and Select Year parameters and Values field to display the corresponding parameter values. By default the Value field of Payee ID and Select Year is filled with the value “ALL” and the default value of Period Number is “1”.
You can click the (lookup) buttons adjacent to the Payee ID, Period Number, and Select Year parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Type values of all the available payees. You can click on any of these values to select a payee.
The Search window for Period Number displays all the available periods of a year. You can click on any of these values to select a period.
The Search window for Select Year displays all the available fiscal years. You can click on any of these values to select a year.
You can also use the Search field to find a value present in the Search windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays Payee ID, Plan ID, Territoy ID, Period, Fiscal Year, Cap Balance, Draw/Adv Balance, and Total Payout Amt.
The contents of the report are the following:
|Ref ID||Displays the reference ID.|
|Effective Date||Displays the Effective Date.|
|Adjustment Type||Displays the adjustment type.|
|Add/Reduce||Displays if the adjustment is Add or Reduce.|
|Amount||Displays the adjustment amount.|
|Comments||Displays the comments.|
|Currency||Displays the default currency.|
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see Pagination and Export Options sections.