Define Manual Adjustment Types

Objective

The Define Manual Adjustments Types option, as its name indicates, is used to create types to group similar adjustments – such as asset sales.

These types, which can be specified to meet a customer’s requirements, must be linked to a line in the Cash Flow Analysis table.

 

prerequisites

• Line Configuration

 

Icons

Icon	Title	Used to
	Documents	Access the Document Management window, to view documents related to the adjustment type if needed.
	Form Configuration	Access the Form Configuration by Table window to associate a form to an adjustment type when necessary.

 

STEPS

maestro* > Accounting > Financial Management > Cash Flow Analysis > Define Manual Adjustments Types

 

Defining a Manual Adjustment Type

1. Click the New icon.
2. Complete the Main Fields tab as needed.

 

Field	Description
Code	Code identifying the manual adjustment type.
French Description	French description of the manual adjustment type.
Description	English description of the manual adjustment type.
Line Type	Cash Flow Analysis line (customized in the Line Configuration option) to which the manual adjustment type is related, for instance, Receipts, Disbursements, etc.

3. Click Save.
4. Repeat steps 1 to 3 for any additional adjustment type.
5. Click Quit to exit the window.

 

See also

Procedures

• Display Layout Configuration
• Cash Flow Analysis
• Manual Adjustments

How To

• Cash Flow Analysis

 

 

Last modification:March 19, 2025