When a district needs to add a Credit adjustment to multiple contracts (i.e. for a canceled school or contracted day) or a Fee adjustment (adding an activity fee, field trip, t-shirt, etc), filter to the desired criteria, such as scheduled date and section, and add the adjustment from the Contracts list view. Once created, the adjustment appears on the account's next invoice.
To add a Mass Adjustment to Contracts, complete the following steps:
- Select Child Care.
- Select Contracts.
- Select Add Adjustment and complete the required fields to filter to the desired season, section and scheduled date and Continue to add the details for the adjustment (credit or fee AND percentage or flat amount).
Filter to the desired contracts based on your desired criteria and select the contracts to receive the adjustment before selecting the Add Adjustment button to indicate the details for the mass adjustment for a specific date or date range.
The name given to the adjustment is the way the adjustment will display on the next invoice.
When adding a percentage adjustment in order to apply a credit, the system will prorate weekly and monthly rates in order to appropriately apply adjustments based on the date range indicated.
- When finished "The system is done creating the adjustments" is displayed at the top of the screen.
Percentage - Use for Credit Adjustment
Flat Amount - use for Partial Credit for a specific dollar amount or when adding a Fee Adjustment