Add New Payout Adjustment

The Add New Payout Adjustment option enables you to create new Payout Adjustment record in the database. Perform the following procedure to create a new Payout Adjustment record:

1. Click

The Payout Adjustment – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Payee Name	Enter/pick the Payee. You can enter the complete Payee name or enter partial Payee name. As you key in the characters, matching Payee names are displayed as suggestions. You can pick the appropriate Payee name. Or, you can click  button to pick a Payee name from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Reference ID	Enter the reference ID.
Effective Date	Click the text field adjacent to this field, and select the required date form calendar.
Adjustment Type	Click the drop down list adjacent to this field and select the adjustment type. Available options are the following: ·       Adv ·       Cap ·       Draw ·       Payout You can also click  button to view the Option List.
Action	Click the drop down list adjacent to this field and select the action. Available options are the following: ·       Add ·       Reduce You can also click  button to view the Option List.
Amount	Enter the amount.
Comments	Enter the comments. The comments should reflect why the adjustment was added. The comments are also displayed in the commission statement.
Status	This field is disabled.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Payout Adjustment information.

You can also click  button to save the Payout Adjustment information and add another Payout Adjustment record.