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Learn how you can configure Rejection Reasons

What does this section cover?

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What are Rejection Reasons?

Rejection reasons are used to provide the reasoning of rejecting a draft financial transaction. Only draft financial transactions are allowed to be rejected. 

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General 
  • Not Applicable
  •  Multiple Multiple rejection reasons can exists in the system but each one should have a unique name and alternative code. 
 
  • Not Applicable
Create
  • Mandatory Information must be specified
 
  • Not Applicable
 
  • Not Applicable
Edit
  • Mandatory Information must be specified
 
  • Not Applicable
 
  • Not Applicable
Delete 
  • Not Applicable
  • Rejection reasons cannot be deleted if they are included in the allowed rejection reasons of the active financial transactions definition.

  • Deleted rejection reasons are still visible on financial transactions that were rejected using those rejection reasons.

Rejection Reasons attributes 

Name

Description

Name*The name of the rejection reason
Alternative Code*

The alternative code of the rejection reason. It should be mandatory and unique. On creating a new rejection reason it should default to the first letter of each word included in the name (in Capitals), if nothing else is specified

DescriptionThe description of the rejection reason

Defining your own Rejection Reasons tailored to your company's needs

  1. Navigate to CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP REJECTION REASONS
  2. Either search for an existing one or from the Top Menu click on NEW
    FINANCIAL TRANSACTION REJECTION REASONS

  3. MAIN INFORMATION

    1.  Provide information for the following fields

      1. Name
      2. Alternative Code
      3. Description
  4. From the Top Menu click on SAVE

  5. LOG INFORMATION

    Include Page
    Log Information - Global
    Log Information - Global

Deleting Rejection Reasons

Include Page
Deleting a record - Global
Deleting a record - Global

 

Note

Visit /wiki/spaces/WIP/pages/10010220 Understanding Financial Transaction for business examples related to Rejection Reasons

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