Creating an Invoice Adjustment


After completing this lesson, you will be able to Create an Invoice Adjustment in SAP Fieldglass..

Invoice Adjustments

Invoice Adjustments allow suppliers to apply financial adjustments to invoices or credit/debit memos.

Invoice adjustments fall into two categories: tax adjustments, which are always a debit that is added to the invoice, and non-tax adjustments, which can be either a debit or a credit to the invoice.

reCrewIT, for example, uses invoice adjustments to include the tax rates for locations in which local governments charge taxes on contingent labor.

Invoice Adjustments, as the name implies, are made directly to invoices.

screenshot of invoice showing the GST-AUD, Site Tax, State Tax, and UK VAT options in the Adjustment field dropdown menu of a Work Order

Navigating the Invoice Adjustment Admin Object

screenshot of the Financial Data section of the Admin Menu, the Invoice Adjustments link is highlighted
1To view a list of adjustments associated to the tenant, select Invoice Adjustment from the Financial Data section of the admin menu.

Invoice Adjustment List page

Buyers can apply adjustments to job postings, work orders, and workers. Suppliers can apply adjustments to work orders, workers, and invoices.

screenshot of Invoice Adjustment List page, highlighting the Type column, the Value column, the Unit column and the Site Tax link for SOW Invoice Adjustments listed in the Name column

One invoice adjustment must be created for every reason an adjustment may need to be made to an invoice. When an adjustment is created, only one Type can be selected. The mostly common types are:

  • Invoice adjustment applies to a time sheet invoice and/or expense sheet invoice.
  • Miscellaneous adjustment applies to a miscellaneous invoice. This selection does not apply to any specific module.
  • Statement of Work (SOW) adjustment applies to a statement of work.
3Value indicates the specific number per unit that is being adjusted.

Unit is the measurement used to determine the value. There are three type of units:

  • Percentage indicates that the adjustment will be a percentage of the invoice amount.
  • Flat fee indicates that the adjustment will be a set amount that is added or subtracted from the invoice amount. The amount can be positive or negative.
  • Calculated value indicates that the adjustment will be a calculated based on a custom script.
5To view the details of an invoice adjustment, select an appropriate link in the Name column.

Invoice Adjustment Details page

An invoice adjustment record requires few characteristics, just the name of the adjustment and its associations.

screenshot of Site Tax (SOW Invoice Adjustment) Details page, with the Module row, the Available to Supplier row, and the Applies to Supplier Amount row highlighted

Module refers to the module(s) that the adjustment will be applied to. (This option does not appear when creating a Miscellaneous adjustment.) The modules available are:

  • Time Sheet
  • Expense Sheet
  • Task Code
  • Event (SOW only)
  • Fee (SOW only)
  • Schedule (SOW only)
  • All modules except Task Code
7If the Available to Supplier option is selected, the invoice adjustment will be available for the supplier to add when accepting a work order or editing a worker. If the adjustment is in an adjustment group that is also on the work order, it will not display for the supplier, even if this flag is selected.

If Applies to Supplier Amount is selected and Applies to MSP Fee is not selected, this invoice adjustment is only applied to the supplier portion of the invoice. If Available to Supplier Flag is selected, the supplier can add the adjustment ad hoc to a worker unless it is already applied via an adjustment group.

If Applies to MSP Fee is selected and Applies to Supplier Amount is not selected, this invoice adjustment is only applied to the MSP fee portion of the invoice and must be included in an invoice adjustment group. In this case, the Available to Supplier Flag field is not displayed.

Create an Invoice Adjustment

WorkingNet requires specific tax code values, called Goods and Services Taxes, to be calculated and tracked across SOW invoices.

As the SAP Fieldglass administrator for WorkingNet, you will create the invoice adjustment required for this purpose.

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