Invoice Detail Adjustments vs. AR Balance Adjustments

The table below will provide you with a comparison between Invoice Detail Adjustments and AR Balance Adjustments to allow you to understand their differences. Following the table you will find a link with a detailed help document for each type of Adjustment .

 

	Invoice Detail Adjustment (Sales Adjustment)	AR Balance Adjustment
Impacts Sales Journal and GL	Yes	No
Impacts Adjustment Journal	No	Yes
Impact on Invoice	Will Show in Invoice Body - Dependent on Credit Memo	Will Show in Accounts Receivable Summary
Controlled by Approval Process	Yes	Yes
Will Recalculate Tax	Yes	No
Will Recalculate Surcharge	Yes	No
Adjustment Date Control or Impact Period	System Will Impact Current Period	User Can Select Date