This tab allows you to create reusable adjustment types that users can then select when creating adjustments. These adjustment types group similar adjustments together and determine the periodicity of recurring adjustments.

• Name: Enter a name for the adjustment type.

• Description: specific information that will print on the statement to ensure the rep understands why the adjustment is being applied to his statement. We want to avoid calls into the payroll team questioning why they had $X deducted etc.

• Periodicity:

• How often a recurring adjustment is applied

• Cash Advance: Used for reporting purposes

• Include on 1099:

• Used for year-end reporting to determine if an adjustment should be included in the 1099 tax amounts reported to the IRS

• Dynamic: This means the adjustment amount is calculated by the system. Selecting this checkbox causes additional fields to display. The system uses this information to determine the adjustment amount.

  • Product Category

• • Provider

• • Product Type

• • Trade Operation

• • Revenue Type

• • Account:

  • Negative

• • Rep. Company

• • Algorithm

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Status flags appear are used in many other parts of the jCore system. A status flag works like a true/false or yes/no. Once you create a status flag, users can enable it for any adjustment they create.

Status Flag Name: Enter a name for the status flag.

Description: Enter a description of the status flag, such as when users should enable the flag.

Flag Value: The flag value must be unique across all status flags in your system.