1. Project adjustment functionality has two main aspects: a. to allow the users to select the new values for the attributes of the transactions to be adjusted. b. to allow the users to select the default values for the attributes of the transactions to be adjusted.
2. The screen that appears after clicking the 'Adjust' button, will give the option for the user to change to 'New' attributes for all the transactions selected for adjustment OR to pull the default values of the attributes from the setup for all the transactions selected for adjustment.
3. Once clicked OK, all the transactions selected for for adjustment will be affected / changed / edited, however they will be displayed individually in the lower pane of the adjustment form based on the transaction selected in the upper pane of the adjustment form. (That means the lower pane of the adjustment journal will always display one transaction, unless it is splitted.) << -- THIS IS CHANGED IN THE VERSION 10. THIS WAS THE BEHAVIOUR TILL VERSION 8.1.NOW LOWER PANE CAN DISPLAY THE ALL THE TRANSACTIONS FOR MULTIPLE TRANSACTIONS SELECTED IN THE UPPER PANE -->>
4. If you click the 'Post' button now, the adjustment will be posted ONLY for the transaction seen in the lower pane of the adjustment form. So if there are three transactions in the upper pane adjustment form, you will have to click the post button thrice and not once, as anyone would think. << -- THIS IS NOT THE CASE. MULTIPLE TRANSACTIONS CAN BE ADJUSTED ALL AT ONCE TOGETHER. I LOST A BET ON THIS WITH MY COLLEAGUE NAMED NICK RICHMOND. HE DEMONSTRATED THAT ADJUSTMENTS CAN BE MADE ON MULTIPLE TRANSACTIONS TOGETHER-->>
5. However if you have three transactions in the lower pane of the adjustment form on account of a split, then you will have to click the post button once ONLY and all the three lines in the lower pane of the adjustment pane will disappear from the form. The post button will always post one transaction from the upper pane, at any given point in time. This one transaction in the upper pane can be linked to more than one transaction in the lower pane of the adjustment form.
6. Once the transactions are pulled up on the adjustment form and if the user has NOT done / selected anything on the intermediate form which asks the user to 'Split' OR change to new values OR select the default values, AND if the user wishes to now change the value of the attribute on the transaction, he can still do so by changing it manually in the lower pane of the adjustment form. After changing all the values, if the user feels like pulling it back from the default values, then user can make use of the 'Update' drop down and select what he wishes to do. The option selected in the 'Update' drop down will pull the default values for the selected attribute for that transaction.
7. If the user has forgotten to split the line from the intermediate form which asks the user to 'Split' (this form appears after the user clicks the 'Adjust' button') and if he now wishes to split it, then after the transactions are appearing in the adjustment form, user can select the transaction he wises to split in the lower pane and click 'File > New' and this will create a new line in the lower pane of the adjustment form, in which user can then fill / select the attributes.
This is the complete investigation and research findings of the adjustment feature in detail.
Thanks
Sarang
2. The screen that appears after clicking the 'Adjust' button, will give the option for the user to change to 'New' attributes for all the transactions selected for adjustment OR to pull the default values of the attributes from the setup for all the transactions selected for adjustment.
3. Once clicked OK, all the transactions selected for for adjustment will be affected / changed / edited, however they will be displayed individually in the lower pane of the adjustment form based on the transaction selected in the upper pane of the adjustment form. (That means the lower pane of the adjustment journal will always display one transaction, unless it is splitted.) << -- THIS IS CHANGED IN THE VERSION 10. THIS WAS THE BEHAVIOUR TILL VERSION 8.1.NOW LOWER PANE CAN DISPLAY THE ALL THE TRANSACTIONS FOR MULTIPLE TRANSACTIONS SELECTED IN THE UPPER PANE -->>
4. If you click the 'Post' button now, the adjustment will be posted ONLY for the transaction seen in the lower pane of the adjustment form. So if there are three transactions in the upper pane adjustment form, you will have to click the post button thrice and not once, as anyone would think. << -- THIS IS NOT THE CASE. MULTIPLE TRANSACTIONS CAN BE ADJUSTED ALL AT ONCE TOGETHER. I LOST A BET ON THIS WITH MY COLLEAGUE NAMED NICK RICHMOND. HE DEMONSTRATED THAT ADJUSTMENTS CAN BE MADE ON MULTIPLE TRANSACTIONS TOGETHER-->>
5. However if you have three transactions in the lower pane of the adjustment form on account of a split, then you will have to click the post button once ONLY and all the three lines in the lower pane of the adjustment pane will disappear from the form. The post button will always post one transaction from the upper pane, at any given point in time. This one transaction in the upper pane can be linked to more than one transaction in the lower pane of the adjustment form.
6. Once the transactions are pulled up on the adjustment form and if the user has NOT done / selected anything on the intermediate form which asks the user to 'Split' OR change to new values OR select the default values, AND if the user wishes to now change the value of the attribute on the transaction, he can still do so by changing it manually in the lower pane of the adjustment form. After changing all the values, if the user feels like pulling it back from the default values, then user can make use of the 'Update' drop down and select what he wishes to do. The option selected in the 'Update' drop down will pull the default values for the selected attribute for that transaction.
7. If the user has forgotten to split the line from the intermediate form which asks the user to 'Split' (this form appears after the user clicks the 'Adjust' button') and if he now wishes to split it, then after the transactions are appearing in the adjustment form, user can select the transaction he wises to split in the lower pane and click 'File > New' and this will create a new line in the lower pane of the adjustment form, in which user can then fill / select the attributes.
This is the complete investigation and research findings of the adjustment feature in detail.
Thanks
Sarang
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