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ERS Payments And Adjustments

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Generate a compile that contains information about payments, write-offs, and transfers.

Avatar PM > Executive Reporting System

Prerequisites:

  • Posting and adjustment codes can be associated with ERS reporting in the Posting/Adjustment Codes Definition form.
  • The ERS Posting Code Category field is set up in the Dictionary Update form (ERS System file - data element 12).
  1. In the Compile Description field, enter the description of the compile.
  2. In the Compile ID field, enter the ID.
    • This value will be filed as the COMPILE_ID in the ERS compile SQL tables.
    • If another compile exists with this compile ID, the other compile will be deleted and replaced with this compile.
    • If this field is blank, a unique number will be assigned and saved as the COMPILE_ID.
  3. In the Include Payments / Adjustments From field, enter the start date.
  4. In the Include Payments / Adjustments Thru field, enter the end date.
  5. Click Compile. A message displays the compile ID, description, date and time. Click OK.

Additional Section

ERS Payment And Adjustment Batch Deletion Section

  1. In the Select Batch For Deletion field, select the compiled batch to be deleted.
    Deleting a batch removes all data associated with the selected batch.
  2. Click Delete Batch. The batch is removed.