Adjustment records remain separate

• Sage 100 maintains the original invoice without changes.
• Adjustment transactions store updates, such as comments or price changes.
• The system links adjustments to the invoice but doesn’t merge them into the original record.

Understand how adjustments appear in history

• The original invoice remains unchanged in Customer Inquiry.
• Adjustments appear as separate transactions in the lower grid.
• Comments or changes entered during adjustment show only in adjustment records.

Steps to reproduce the behavior

Create an adjustment

1. Go to Accounts Receivable, Main, Customer Inquiry, and select customer 01-ABF.
2. Open the Invoices tab, and keep Customer Inquiry open.
3. Go to Accounts Receivable, Main, Invoice Data Entry.
4. Enter invoice number 0100041.
5. Select customer 01-ABF.
6. Click Yes when prompted to adjust the existing invoice.

Add a comment and update

1. Open the Lines tab.
2. Enter C as the item code.
3. Enter a comment in the Comment column.
4. Accept the invoice.
5. Update the Sales Journal.

Review results

1. Return to Customer Inquiry and refresh.
2. Drill down on the invoice in the upper grid and confirm no comment exists.  
3. Drill down on the adjustment transaction in the lower grid and confirm the comment appears.

Optional customization approach

• Consider modifying the invoice form to display adjustment details.
• Custom form changes require a partner’s assistance.

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