UPLOAD ADJUSTMENT

 

Prepare and maintain adjustments on a spreadsheet over a period and upload them all at once, instead of processing a separate ADD ADJUSTMENT transaction for each.  An upload adjustment file can be for Earning (+) and/or deduction (:) adjustments and can include transactions for route and/or BPID. 

 

 

 

Two key preparation steps for successful adjustment uploads:

1.  Adherence to the exact file structure and headers, which emulate ADD ADJUSTMENT fields.

2.  The file must be in CSV (Comma Separated Values) format.

 

Prepare the file following exact structure and headers

File can be created in Excel and saved later in the proper format.

Each cell across the first row of each upload file must consistently have the following headers as shown:

 

 

CELL

HEADER

DATA ENTRY

HINTS:

A1

AdjustmentType

DSP OR Route

Pays the person or the route

B1

Route

Enter Route #

Leave blank if DSP adjustment

C1

DSP

Enter DSP BPID#

Leave blank if Route adjustment

D1

AdjustmentFrequency

One Time, Daily, Weekly, Bi-weekly, OR Day of the Week

 

E1

EarningDeduction

Earning OR Deduction

Determines if amount is (+) or (:)

F1

AdjustmentReason

Enter reason text

Seen on carrier statement

G1

ValidFrom

MM/DD/YEAR

From must be date in current period

H1

ValidTo

MM/DD/YEAR

One Time adjustments have same from and to date; enter 12/31/2999 for everlasting adjustments

I1

Mon

Enter 1 under each applicable day, if frequency is Day of the week.

 

J1

Tue

 

K1

Wed

 

L1

Thu

 

M1

Fri

 

N1

Sat

 

O1

Sun

 

P1

Amount

Enter amount of adjustment

Only numbers, no $ or (+) or (:)

Q1

Comment

Enter text for your reference

 

 

 

HINT: 

 

Simply do a SAVE AS, name and store the CSV file as you see fit.

Don’t forget to delete the two rows of sample data before finishing your spreadsheet. 

 

 

 

Template has the required headers already set up and sample DSP and Route entries as a guide. 

 

 

Save the file in CSV format. 

 

 

When the CSV file is ready, upload the adjustment file:

Use the BROWSE button to locate and attach the file. When attached it will indicate one file selected and the file size.  Hover the cursor over one file selected, to reveal and verify the file name.   If you attached the wrong file or want to start over, click the red x on the upper left corner of the file selection area. 

 

When the correct file is selected, click UPLOAD ADJUSTMENT.

 

 

ERRORS

When a file has errors, only the RESET button is active, the other buttons are grayed out. 

Hover the cursor over the highlighted Transaction ID for a pop up with error information.

The file must be corrected and uploaded again.

Click RESET to remove the file with errors and upload the revised version. 

 

 

When the file is correct and uploaded successfully, there will be no red highlights.  Click the highlighted SUBMIT ADJUSTMENT button. 

 

 

 

 

You will receive confirmation either Upload another adjustment or VIEW the scheduled adjustment.