Creating assignment adjustments for fleet bills

Create an adjustment to vehicle ticket charges that have already been billed. The adjustments will be reflected on the subsequent fleet bill. To correct a ticket that was billed to an incorrect cost code, enter a New Cost Code. To enter specific assignment adjustments for period charges, period markup charges, mileage charges, mileage markup charges, fuel markup charges, insurance charges, insurance markup charges, and/or exceptions charges, specify the assignment adjustment amount in the corresponding field. These assignment adjustments amounts can be negative (a credit) or positive (a debit).

Note: You can only make adjustments to assignment vehicle tickets on this screen.

You cannot update an assignment adjustment after the adjustment is billed.

To create assignment adjustments for fleet bills:

  1. Open the Fleet Bills form.
  2. Select the fleet bill for which to create an assignment adjustment, and then click the Assignment Adjustments tab. The system automatically populates Created By and all currency fields in the Adjustment Details section.
  3. Click Add Adjustment.
  4. Ticket—Enter the vehicle ticket for which to add an assignment adjustment. The system automatically populates Vehicle, the vehicle description, Issued Date/Time, Created Date/Time, Period End Date, Returned Date/Time, Cost Code, Period Charge Billed and the currency, Period Markup Billed and the currency, Mileage Billed and the currency, Mileage Markup Billed and the currency, Fuel Markup Billed and the currency, Insurance Billed and the currency, Insurance Markup Billed and the currency, and Exceptions Billed and the currency.
  5. New Cost Code—Enter a new cost code to correct a ticket that was billed to an incorrect cost code.
    Note: You cannot adjust cost code values and assignment adjustment amounts on the same fleet bill. If you enter a New Cost Code, the system protects all other fields except Ticket and Comments. If you clear the New Cost Code, the system re-enables all of the protected fields. If you enter assignment adjustment amounts, the system protects New Cost Code. If you clear the assignment adjustment amounts, the system re-enables New Cost Code.
  6. Period Charge Adjustment—Enter the adjustment amount for period charges.
  7. Period Markup Adjustment—Enter the adjustment amount for period markups.
  8. Mileage Adjustment—Enter the adjustment amount for mileage charges.
  9. Mileage Markup Adjustment—Enter the adjustment amount for mileage markup charges.
  10. Fuel Markup Adjustment—Enter the adjustment amount for fuel markup charges.
  11. Insurance Adjustment—Enter the adjustment amount for insurance charges.
  12. Insurance Markup Adjustment—Enter the adjustment amount for insurance markup charges.
  13. Exceptions Adjustment—Enter the adjustment amount for exceptions charges.
  14. Exception—Enter the exception for which to add an assignment adjustment. The system automatically populates Exceptions Adjustment.
  15. Comments—Enter any comments about the assignment adjustment.
  16. Click Submit.
    Note: You cannot delete an assignment adjustment after the adjustment is billed.