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RAA Auto Adjust A/R Auto Transaction Amounts

Do you need to quickly and easily change the amounts of your A/R Auto Transactions? RAA - Auto Adjust A/R Auto Transaction Amounts allows you to adjust by an amount, adjust by a percentage, or change one amount to another. You can select a range of customers and a range of auto transactions.

Make an A/R backup before you use the Auto Adjust.

To automatically adjust Auto Transaction amounts, use Maintain Auto Transactions on the A/R Menu. Select X - Enhanced Update Prices:

     +--- Automatic Transactions Options ----+
     ¦  A - Add/Edit Transactions            ¦
     ¦  U - Update Transaction Prices        ¦
     ¦  P - Print Transaction Listing        ¦
     ¦  X - Enhanced Update Prices           ¦
     +---------------------------------------+

After entering A for Auto Adjust, you will be prompted for Range of Customers and Range of Transactions, then you can select the Type of Update - Add an Amount, Add a Percentage, or Change Amount.

When you choose Change Amount, all transactions in the selected range that have the old amount are changed to the new amount.

If you want to reduce the amount by a percentage or an amount, you can choose Add a Percentage or Add an Amount and enter a negative number.

If the auto transaction is taxable, the sales tax will be recalculated when the amount is adjusted.

If you have many Auto Adjustments to make, you should follow this procedure:

  1. Make a backup of A/R.
  2. Print a listing of automatic transactions.
  3. Auto Adjust Amounts.
  4. Print another listing of automatic transactions.
  5. Check the new amounts.
Contact Information:
Email Sales
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11020 Audelia Rd., Suite C109
Dallas, TX 75243
Phone:
214-342-3939
Toll Free:
800-289-4626
Fax:
214-342-2929