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JC Revenue Adjustments

JC Revenue Adjustments posts contract-revenue adjustments that cannot otherwise be entered through Job Billing and interfaced to AR.

:::caution Prefer AR / JB for routine billing For day-to-day billing corrections, prefer AR / Job Billing so JC and AR stay aligned. Use JC Revenue Adjustments mainly for go-live / beginning-balance billed amounts, or other revenue that truly cannot flow through JB to AR. :::

Trimble's About page does not itself distinguish beginning-balance versus routine billing. The hard rule above is TUDS guidance layered on Trimble's "cannot otherwise enter through Job Billing" purpose.

Before you start​

  • Contract and items exist. Know whether the adjustment is JC-sourced or correcting non-JC / AR detail.
  • For intercompany, have Company and Offset Account ready.
  • You have permission to enter JC revenue adjustments.

Steps​

  1. Open JC Revenue Adjustments and create or open a batch.
  2. Enter contract / item, amounts, Rev Type (identifies source; description still shows JC RevAdj), and optional AR Info (AR company / invoice / check) when tying to AR.
  3. Set optional Offset Account. Blank means create or edit another transaction to balance. If detail is modified in another batch, the offset account is used.
  4. For non-JC-source corrections, enter two lines: reverse the incorrect AR detail, then enter the correction.
  5. For intercompany, enter Company and Offset Account.
  6. Enter per-line transaction date (actual). Post via JC Batch Process (posting date for the batch). Revenue dates store in JCRD.

Notes​

  • Intercompany adjustments require Company + Offset Account. Posted intercompany entries cannot be returned to a batch for edit / delete; enter new corrections. Intercompany reversals are unavailable.
  • Related: JC Cost Adjustments, JC Contracts.