Change Constituent on a Revenue Record

After you add revenue to your database, you can change the constituent associated with the revenue as needed. For example, if a data entry error occurs and the wrong constituent is associated with the revenue, you can select the correct constituent.

Note: When you change the constituent for revenue that has already been posted, the program creates an adjustment. When you edit the general ledger distributions or change the constituent for a posted payment, you cannot select “Do not post” in the Adjustment post status field on the payment record. The payment adjustment will always post.

Note: When you create a payment adjustment and set the Adjustment post status field to “Not posted,” you can edit the general ledger distributions and change the constituent on a payment. When you set the Adjustment post status field to “Do not post,” you cannot edit the general ledger distributions or change the constituent on the payment.