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Fee Note Adjustment History

Modules > Property lease management > Leases > All Leases > [select a lease] > [select charge line] > Billing lines button > Billing lines tab > General tab > History

Modules > Property lease management > Leases > All Leases > [select a lease] > Sales reporting > Sales reporting lines > History

Use this page to view the details of previous adjustments to interest notes, fees, and transactions on interest notes for the selected customer. This is a standard Microsoft Dynamics 365 for Finance and Operations window. For more information about the fields and information see Interest note adjustment history form.

Fields

The following field boxes are available: 

Fee note adjustment fields
Field Description
User name Displays the user who entered the adjustment.
Date Displays the date and time when the adjustment was entered.
Action

The type of adjustment that was created:

  • Waive

  • Reinstate

  • Reverse

Amount The currency amount that was adjusted on the fee note.
Fee note The identifier of the fee note that was adjusted.
Adjustment Invoice The identifier of the adjustment invoice, or credit note, that was created to settle the fee note.
Comments Any notes that were entered when the adjustment was made.

Buttons

The following actions are available: 

Fee note adjustment buttons
Action Description
Open interest note Open the Interest note form, where you can view the details for the selected fee note.
Open adjustment invoice Open the Free text invoice form, where you can view the details of the adjustment invoice, or credit note, that was created by the adjustment process to settle the charges that a customer owes.
View user Open the User form, where you can view the permissions and status of the user who entered the adjustment. You can also update this information.

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See also