You are here:

Miscellaneous Adjustments

Clicking the Miscellaneous Adjustments tab displays the miscellaneous adjustments home page.

In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click the name of any miscellaneous adjustment to go directly to its detail.
Click New Miscellaneous Adjustment to create a new miscellaneous adjustment.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

A miscellaneous adjustment is a catch-all business record that creates a transaction of a specified category and amount, allowing you to correct errors in data entry or adjust transactions.

Miscellaneous adjustments create transactions, which are processed in a similar manner as other transactions in PSA.

When you create a miscellaneous adjustment, the value you select from the Transaction Category drop-down list is used to produce a transaction of that category when you save the miscellaneous adjustment. In addition, when you create a miscellaneous adjustment, Billed and Invoiced Revenue transactions are created.

The way in which transaction categories roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to actuals fields is controlled by the settings in the Actuals configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature.. If your administrator has installed the default PSA Configuration Groups, Options and values, miscellaneous adjustments roll-up as follows:

Miscellaneous Adjustment Type	Rolls up to
Booked Revenue	Bookings fields
Budgeted Cost	Does not roll-up to anything by default and is ignored. This is because it is specified as a value in the IgnoreCategories configuration option in the Actuals configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature..
Budgeted Expense Cost	Does not roll-up to anything by default and is ignored. This is because it is specified as a value in the IgnoreCategories configuration option in the Actuals configuration group.
Expense Budget	Expense Budget fields
Expense Cost	Expense Cost
External Cost	External Cost
Internal Budget	Internal Budget fields
Internal Cost	Internal Cost fields
Other Cost	Other Cost fields
Pass-Through Ready-to-Bill Revenue	Pass-Through Billings fields
Pre-Billed Revenue	Pre-Billed fields
Ready-to-Bill Revenue	Billings fields
Revenue	Revenue fields

Related Tasks

Creating Miscellaneous Adjustments

Changing the Owner of Miscellaneous Adjustments

Reference

Miscellaneous Adjustment Fields

Miscellaneous Adjustment Settings

Open topic with navigation