When entering an adjustment through AR > Tasks > Enter Adjustments, you have the option to enter a Reference and a Description. Both are text boxes. When then adjustment is completed, these fields are written to the AR Activity table and the AR Transaction table.

Unfortunately, only the Reference field displays what was entered. The Description field displays the adjustment type. For example, if you create a write-off and enter the reason for the write-off, you will only see"write-off" in the database and on reports.

There is no way to get back into the adjustment to determine if the description is still correct. It seems this is a big gap in this area, as even stock reports such as the AR Adjustment Memo and AR Adjustment Register with Detail, which use the description field, just show the same info; adjustment type and description are no different.

The information should be stored properly in the database so it can be utilized during reporting.

by: John D. | over a year ago | 1 Financial Management