---
title: "Adjustment"
type: OpenSpec
status: Draft
domain: Customer Management
---

# Adjustment

## Requirement Definition
Allows manual posting of adjustment transactions to correct balance discrepancies.

## Process Flow

### Pre-Conditions
- Users must have access rights in the "Adjustment Entry" module.
- Records require Maker-Checker approval.

## Business Rules

### Data Schema

| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| Posted Transaction By | Card, Account, or CIF. | Enum | Required. |
| Card / Account / CIF | Identifier based on above selection. | String | Required. |
| Adjustment Quantity Sign | Positive or Negative adjustment. | Enum | Required. |
| Store | Store of transaction. | Enum (Lookup) | Required. |
| Pool Id | Pool to be adjusted. | Enum (Lookup) | Required. Must respect entity level logic. |
| Transaction Date | Transaction date time. | Date | Required. |
| Expiry Date (Positive) | Expiry date of the new bucket. | Date | Required if Positive Adjustment. Defaults to pool policy. |
| Bucket Expiry Date (Negative)| Specific bucket to deduct from. | Enum (Lookup) | Optional. If empty, uses FIFO Redemption approach. |
| Adjustment Quantity | Amount to adjust. | Decimal | Required. Must be > 0. |
| Reason Code | Reason for adjustment. | Enum (Lookup) | Required. |
| Transaction Code | OLS transaction code. | Enum (Lookup) | Required. |
| Remarks | Additional notes. | String (100) | Optional. |

### Execution
- **Pending/Approve Flow**: New adjustments go to a Pending state. Authorized user must approve.
- **Positive Adjustments**: 
  - Offsets any negative balance buckets first.
  - Remaining points added to a new bucket with specified Expiry Date.
- **Negative Adjustments**: 
  - If a specific Bucket Expiry Date is chosen, deduction happens there.
  - Otherwise, points are deducted based on FIFO.
- OLS validates status, permissions, and block codes for the entity.

## Post-Conditions
- Pool balance buckets updated.
- Transaction logged in history.

## Exception Flow
- Validation failures or insufficient permissions.