On this tab, you can view general information about this Employee Provision Adjustment document.

The "Employee Provision Adjustment (create)" form. The Main tab

In the Employee field, select an employee whose provisions (accruals) you want to adjust.

The Department field is populated automatically with the department of the selected employee; If needed, you can specify another department.

<Auto> in the Number field indicates that a unique code will be assigned to document when you save it. You can edit this number if needed. The From field is populated with the current date, which you can change if needed.

Using the Transaction Type field, you can select the type of transaction which you want to perform from the following options:

• Loan Repayment from Benefit Provision: To pay for the loan using the benefit accrued amount, entirely or partially.
• Reset of Provisions: To record the benefit accrued amount as the entity's other income.
• Loan Repayment from Vacation Pay: To pay for the loan using the accumulated vacation pay amount, entirely or partially. This option is available if the Enable Loans to Employees option is selected on the Administration > Settings > HR and Payroll form.
• Reset of Accumulated Vacation Pay: To record the amount accrued for vacation as the entity's other income.

Note. Selecting the transaction type invokes a corresponding same-name tab.

In the Entity field, select the legal entity of your company for whose employee the calculation will be performed. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the Accounting > Master Data > Entities form. Also, you can specify your personal default entity; for details refer to Personal Settings.

In the Comments text box, enter any information that is relevant to this adjustment.

The document amount and other Information

At the bottom of the form, the Total field shows the total amount of the transaction in the accounting currency.

Also, at the bottom of the form, you can view who created the document and the current status of the document; it can be one of the following:

• New (document was created, but not recorded)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the form, click the Save button to save the document, or click Post to save and post the document, or the Post and close button to save the document, post it, and close the form.