2. AR SESSION: Using Adjustment Tiers Ruth Sensabaugh
13 April 2015

3. ADJUSTMENT TIERS: System Admin

4. System Admin
First decide if Company will use a Single or Dual Tier Management
Denver Post operates on a Dual Tier
Set Cause and Reason Codes in System Admin Application
Cause = Department responsible for Adjustment
Reason = Reason for the Adjustment

5. System Admin
Assign Tiers to each Cause and Each Reason or do not assign a Tier at all to a Cause or Reason.

6. System Admin Click on a Cause and set the Cause Entry
The Check selections are based on site Preferences
Set Valid Reasons for Cause

7. System Admin Click on a Reason and set the Reason Entry
The Check selections are based on site Preferences
Reason can apply to Customer
Denver Post applies to Orders. We have a workflow
set around orders, because our adjustments hit the
original revenue.

8. System Admin
Click on Adjustment Tiers. This is where you are setting up the Tiers themselves.
Adjustment Tiers Set-Up is based on site preferences
Denver Post Tiers are set up by Sales Team; not by individual Sales Rep

9. System Admin Can set Reason Restrictions (Set on the Cause)
Can set Refusal Reasons (Click on Adjustments and Select Refusal Reasons)
Each Site can define Reasons for why they would reject an adjustment.

10. System Admin Create Adjustment Tier for the Credit
Create Adjustment Tier for the Debit

11. System Admin
Select Track (Sales = Track A (1st) Finance = Track B (2nd). Both are based on the amounts.

12. System Admin
Click on Adjustment Tier & set Definition Tier for Sales (Sales Team & Sales Director)
In a Multi-Company Database, Select Company
Enter Tier Type
Enter Description
Enter Tier Amount (Maximum adjustment amt.)
Select Tier Detail as Normal Adjustment
Can Select Dispute Adjustment when using Dispute Workflow
Check “All” for Sales Team, Customer Type and Cause
Select All will allow adjustments to be approved when there are overlaps in Sales Rep assigned to multiple accounts
Overdue Days – DP sets at 4. Setting to send notification currently not on for DP, because of volume. Everyone in the Tier would get an for any of the adjustments in the Tier.

13. System Admin
Assigning users to the Tiers in Tier Manager

14. System Admin Tier Manager has all the Tiers created Click on a Tier
To assign a user, Click on Add a Tier Manager
Select Tier from drop down
Check Allow Managers From Outside of Sales Team to view all users
Select User. (User must be set up to appear in drop down)
In the event Finance needs to approve on behalf of Sales, Finance
Supervisors are added to the Sales Team Tiers.

15. ADJUSTMENT TIERS: Entering A Credit

16. Entering a Credit Enter Ad order number in AdBooker
Click on Options and select Credit/Debit Memo
Select Credit Transaction Type
Select Cause and Reason
Select Credit value from the drop down.
This is a predefined field.
Click on Populate Invoice Text, copy invoice text content and paste in Note.
Invoice Text is what appears on the statement, but in notes you can add more text.
DP selected that the Credit “Use Current Order” and “Affect Rep Commission”. These are set on the Cause/Reason entry.

17. Entering a Credit Several ways to enter a Credit Option A
Enter the adjustment amount on the transaction on Charges Tab

18. Entering a Credit Option B Click on Calculator Select Credit Type
Click on Update and Distribute (the amount is calculated)

19. Entering a Credit Option C Click on Distribute Across Charges
Select from Distribute Across drop down
Check box and click OK
If there are several run dates available, can Check All or select each one

20. Entering a Credit
After an adjustment is entered and saved, creates CreditDebit Info and provides a Saved CreditDebit transaction number CXXXX.

21. ADJUSTMENT TIERS: Approving A Credit

22. Approving a Credit
Open Adjustment Manager application or Launch Tier Routing in AR application
Click All in Tier and open all the + in the Tiers
Click Approve or Reject
Enter the Trans Number (CXXXX) and click on Get History. When the credit is approved it hits Customer balance.
When Debits are
Approved, Debit still
Needs to be invoiced.
Debits entered AR
Auto approved.

23. Approving a Credit
An * shows next to the Pricing in Total Due when the Credit is in an “unapproved” state
When the Credit is “Approved”, the * goes away
Credit Transaction appears in Price Explanation

24. Summary Outline your workflow Decide Single or Dual Tier Management
Set Causes and Reasons
Assign Tiers to each Cause and each Reason
Set Cause Entry and set Reason entry
Set Reason Restrictions and Set Refusal Restrictions
Set up Adjustment Tiers; for Credit and Debit
Assign Users to Tiers
Approve Credit/Debits

25. Ruth Sensabaugh Advertising Accounting Assistant Manager
The Denver Post
(303)