Managing auto adjust inquiries
When a Sales Portal user submits an auto adjust inquiry, you will see the inquiry in the Inquiry Management module.
There are a few different actions you can take once you've reviewed the inquiry:
Respond by adding a comment.
View the report source.
Adjust the amount that is under review.
You can approve the adjustment, or reject the adjustment. Depending on the paths you set up in your workflow you may also have additional actions you can take to route the inquiry to others in your organization.
To view the report source, click the linked report under Inquiry details in the left sidebar. The report will open for you to review.
To adjust the amount that is under review, scroll to view the form details on the left sidebar. The form fields that were filled in by the Sales Portal user will be editable. One you've made any updates required, click Save Changes. The initial amount copied from the row in the report will always be visible, even after you've made your updates, so you and the payee can always review this information.
To approve or reject the adjustment click the Select an action drop down at the top right. All available actions will be listed here. Select an action from the drop down, click the arrow button, and then click Submit.