View and edit group adjustments

Users can view and edit manually entered adjustments in the Adjustments tab (the default tab) of the Adjustments menu.

View adjustments

Click Adjustments to open the Adjustments tab and view all manually entered adjustments displayed under the following column headings. You can also use the column headings to filter the adjustments you want to view.

• Journal Type - Displays the journal type and category of the group adjustment.

• Journal Entry - Entry number of the group adjustment.

• Company code - Code of the company for which the group adjustment was made.

• Company Name - Name of the company for which the group adjustment was made

• Journal Text - Description of the group adjustment.

• Modification Date- Date of last modification.

• Approved - When selected, indicates that the journal has been approved.

• Columns - This option lets you choose which columns to display in the table. Use the toggles beside each column name to show or hide them. For example, you can display columns such as Currency, Third Party, and Behavior directly in the table.

• Actions: Next to each adjustment you have some buttons that allow you to manage the adjustment:

  • - View - Opens the manual input page where you can view and edit all the details of the selected group adjustment.

  • - Delete Removes the selected group adjustment. Security settings may prevent you from deleting an existing adjustment.

Display details of a line of adjustment

In the Adjustments table, click on the journal whose details you want to view. Details are displayed in the Journal details table below.

View full details of an adjustment

1. In the Adjustments table, select the adjustment from the list of available adjustments. Details of the selected adjustment are displayed.

2. Click beside the line you selected. The manual input page is displayed showing you full details of the selected adjustment.

Edit an adjustment

1. In the Adjustments table, select the adjustment from the list. The details of the selected adjustment are displayed.

2. Click beside the line you want to edit. The manual input page opens, showing the full details of the selected adjustment.

     Note:  Your system administrator may restrict changes to carried-forward adjustments, These adjustments will still be visible but cannot be edited. This ensures historical data from previous years is preserved. For details, see Work with read-only carried-forward adjustments.

3. Select the line of adjustment you want to edit (if not blocked).

4. Make the necessary changes. For field descriptions, refer to Manual input - group adjustments.

5. Click to apply your changes.

Add a new adjustment

To add a new group adjustment, click . The manual input page is displayed for you to add the new adjustment.

View analytical dimension information for a reference period

1. In the Period panel of the Adjustments page, select Reference .

2. Highlight the adjustment you want to view and clickin the row. The view page for the selected adjustment is displayed.

     Tip:  Clicking the adjustment displays its Journal details in the table below.

3. On the view page, click a line of adjustment where the button is activated.

     Note:  This button is activated only if the Financial Consolidation Analytical Dimensions function is configured and the account is set up to use Analytical Dimension information.

   The Analytical Dimensions for the reference period is presented. All information is read-only except for the Dimension Group field.

Read-only carried-forward adjustments

Your system administrator may prevent changes to carried-forward adjustments. When this setting is turned on, all adjustments still appear on the Adjustments view page. However, carried-forward adjustments will work differently.

If you click on a carried-forward adjustment, the page opens in read-only mode and appears grayed out — similar to adjustments shown in the Reference period.

When this feature is enabled, you cannot:

• Modify carried-forward adjustments

• Delete them on the view page (buttons are disabled)

• Access them through the Adjustments > Manage Adjustments page

During imports, if a journal entry in the file matches an existing carried-forward adjustment for the period, the system will display an error.

For linked subgroups, historical exchange rates for carried-forward journals are preserved. The main group does not overwrite subgroup entries with new rates, even when the group uses a different currency.