Introduction
Order Amount Adjustment refers to the feature’s capability to modify the total amount of an order based on specific adjustments or modifications made to the order’s pricing or quantity. It allows users to make changes to the order amount by adding or subtracting value, which can impact the final calculated amount to be charged or invoiced.
Stage Workflow
| Field name | Description |
| All | By clicking on this, all the Order Amount Adjustment records will be displayed |
| Draft | The initial phase of the Order Amount Adjustment process where adjustments are proposed and prepared for further review and processing |
| Active | Once the draft request is reviewed and approved, it transitions to the Active stage |
| Approval | This stage involves the review and approval process of the Order Amount Adjustment request |
| Completed | This stage indicates the successful implementation and closure of the adjustment process |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Order Amount Adjustment App.
Details
This widget contains summarized information about the Order Amount Adjustment
| Field name | Description |
| Organization Name | Displays the name of the organization/company that is initiating the order amount adjustment. The entity responsible for making changes to the order amount based on specific adjustments or modifications. |
| Adjustment No | Displays the adjustment number define as a unique identifier assigned to a specific order amount adjustment which helps track and differentiates between different adjustments |
| Adjustment Date | The date on which the order amount adjustment is made. It signifies the specific point in time when the adjustment was processed, reflecting the effective date of the change in the order amount. |
| Total Amount | The final calculated amount after the order amount adjustment has been applied. It represents the revised total sum that reflects any additions or deductions made to the original order amount based on the adjustment. |
Order Adjusted Amount
This widget shows the Order Adjusted Amount, it refers to the revised total sum of an order after adjustments or modifications have been made to the original order amount. It represents the final calculated amount that incorporates any additions or deductions based on changes made to the order.
Receipt Adjusted Amount
This widget shows the Receipt Adjusted Amount, it refers to the revised total amount displayed on a receipt or invoice after adjustments or modifications have been made. It represents the final calculated amount that incorporates any changes made to the original transaction amount.
Order Adjustment
Order Adjustment details typically refer to the specific information regarding the adjustments made to an order
| Field name | Description |
| Organization Name | Organization Name refers to the name of the business or company that is associated with the order. It represents the entity responsible for initiating or managing the order and any subsequent adjustments made to it. |
| Order Number | The Order Number is a unique identifier assigned to a specific order. It helps track and differentiate different orders within the system |
| Order Amount | The original total value or monetary amount associated with the order. It signifies the initial price or cost associated with the items or services included in the order before any adjustments or modifications are made. |
| Invoice Amount | The total amount stated on the invoice generated for the order. It reflects the amount to be paid by the customer for the goods or services provided, taking into account any adjustments or modifications made to the original order amount. |
| Pending Amount | The outstanding or unpaid portion of the invoice amount. It represents the amount that is yet to be paid by the customer, considering any partial payments or adjustments made to the original invoice amount. |
| Paid Amount | The portion of the invoice amount that has been already paid by the customer. It represents the amount received by the business from the customer as payment for the goods or services provided, taking into account any partial payments or adjustments made. |
Receipts Adjustment
Receipts Adjustment Details typically refer to the specific information related to adjustments made to a receipt or invoice
| Field name | Description |
| Receipt Number | Displays the receipt number of the adjustment. It refers to a unique identifier assigned to a specific receipt that helps track and differentiate between different receipts. |
| Account Name | Refers to the name of the customer or organization associated with the receipt. It represents the entity for whom the receipt is generated and who is responsible for the payment |
| Receipt Date | The date on which the receipt was issued or recorded. It represents the specific point in time when the payment was received and the receipt was generated. |
| Total Amount | The overall monetary value stated on the receipt. It signifies the full amount received from the customer as payment for the goods or services rendered. |