Adjusting deferrals

Assume that you have a document (such as a purchase invoice), for which the deferral schedule has been already generated, but you need to cancel this document or to adjust its document amount.

Assume that you have a document (such as a purchase invoice), for which the deferral schedule has been already generated, but you need to cancel this document or to adjust its document amount. You cannot cancel or delete a document that is already being processed in the system. Instead, you can create an adjusting document, such as a purchase credit note for a purchase invoice, which allows you to either reverse the original document or to correct the document amount.

As with the original document that contains items with deferrals, the adjustment document also requires deferrals.

You can create an adjustment document either manually (and link the deferral schedule of the original document to it), or by reversing an original document (so that the deferral schedule will be associated with the original document automatically).

For more information, see: Create an adjustment document

Section Content

Create an adjustment document

When you need to correct an amount of the document, you can manually create an adjustment document, such as a credit note, that will adjust the document amount and the amounts of recognition transactions of the deferred schedule generated for this document.

Last modified February 19, 2026