--- title: "Customer to Customer Adjustments" canonical: "https://kb.myframeworks.com.au/space/FRAM/28391736/Customer%20to%20Customer%20Adjustments" format: markdown --- # Overview From time to time, adjustments need to be made to debtor accounts to reduce or increase their account balances.  This could be necessary due to a payment processed to the wrong account that needs to be transferred, or a disputed charge like interest that needs to be adjusted off to a General Ledger account. Processing cannot be completed against internal accounts to prevent an internal account from holding a balance. If internal accounts are correctly setup, the balances should already appear in the General Ledger, so there is no need to complete any adjustments > Macro (include) To make Customer to Customer adjustments to debtor accounts, from the home **Dashboard** perform the following: 1. Click **Frameworks **then type **Customer To Customer Adjustments **(or select **Customer To Customer Adjustments** from within the **Receivables - Transaction Processing **navigation tree). 2. Click **New **to create a new customer adjustment. 3. Enter in the Customer ID of the customer whose account is to be adjusted in the *Customer 1* *field** **or search for it via **Search**. 4. Enter in the Customer ID of the customer you will be making the adjustment to *Customer 2* *field or search for it via **Search.** 5. The *Adjustment Date* defaults to the current date. **Search** is available to select from. > ℹ️ **Note:** A debtor transaction may not appear if the **[PrevFutDebAdj](https://kb.myframeworks.com.au/space/FRAM/580716129/Receivable+Related+System+Settings#PrevFutDebAdj)**** **flag is **enabled**, as only transactions within the current open debtor period are shown. Disable the flag to view all transactions. 6. Select the reason code in the *Reason Code* field via the drop-down arrow. 7. To adjust the entire transaction value, enable the check box for the appropriate transaction(s); otherwise, type the amount to be deducted in the *Adjust value *field. That is, if reducing the customer debt of the first customer, type an amount that will be deducted from the total *Trans Value* of the first customer and will be added to the total *Trans Value* of the second customer. > ℹ️ The amount entered in the *Adjust Value *field should neither be greater than the Trans value or negative amount. An error message will be displayed for both scenarios. ![image]() ![image]() 9. Click the **Move left **or **Move right** buttons where appropriate to adjust the values from one customer to the other. Also, by ticking the check box of the selected transactions, you can make simultaneous adjustments. ![image]() 10. Once complete, click **Save **to save the adjustment to the customers balance. # Additional Information
Related System Settings - Flags/General The below system settings may be used to customise the functionality of your Frameworks instance. | **System Settings - Flags** | **Flag Purpose** | | --- | --- | | **PrevFutDebAdj** | Prevent transactions dated after the current open debtor period for Cust-to-Cust and Cust-to-GL adjustment | > ✅ Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for more information.