Adjustment BSDs are ad hoc entries, created manually, to adjust the fee amount for a specific billing period. These adjustments can be either positive (additional charges) or negative (credits/discounts). The Category field for these BSDs is set to Adjustment and you can add a custom description for each adjustment. Once approved, the adjustment amount is rolled up to the parent Billing Schedule Record (BSR) and then to the Billing Header (BH), impacting the total billable amount for that period.

Adjustment BSDs enable you to manually correct or update billing amounts for a period without changing the engine-generated billing schedule. They are especially useful for organizations that bill through Conga but invoice elsewhere, or for finance teams needing granular control over billing.

You can create, delete, and change the approval status of these schedules. During cancellation, the Billing application mark them as Canceled, based on the change in their Derived Invoice Status.