Versions Compared

Old Version 2

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version Current

changes.mady.by.user a_macris (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Financial Transactions Main Page

Excerpt
hiddentrue

Learn how you can to configure Rejection Reasons

What does this section cover?

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Rejection Reasons

Info

CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP REJECTION REASONS

What are Rejection Reasons?

Rejection Reasons  is a set ......

Creating, Editing & Deleting Validations & Restrictions

is the explanation for rejecting a Financial Transaction.  Only Financial Transactions in a 'Draft' state can be rejected. 

  • Navigate to Rejection Reasons and explore existing records via the Summary page.  
  • Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail.
  • Use the Actions Menu to create a NEW Rejection Reason, modify (EDIT) or DELETE and existing one.  
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Rejection Reasons.   

Check the Validations & Restrictions Table below for a list of available Actions when working with Rejection Reasons including each Action's related validation, restrictions and additional information. View the Attributes Table for a comprehensive description of the Rejection Reasons fields.

FINANCIAL TRANSACTION REJECTION REASONSImage Added

Anchor
validations
validations
Validations & Restrictions Table

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

Rejection Reasons attributes 

Description

Name

  • Not Applicable
  • Multiple Rejection Reasons can exist 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 'Allowed' in the 'Active' Financial Transactions Definition.

  • Deleted Rejection Reasons are still visible on rejected Financial Transactions.

Anchor
attributes
attributes
Attributes Table

An * indicates a field is mandatory

Name

Description

Main Information
Name*The name of the rejection reasonRejection Reason.
Alternative Code*

The An alternative code of for 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 specifiedRejection Reason. Unless otherwise specified, the codes for new Rejection Reasons default to the Name's initials in capital letters.

DescriptionThe description of the rejection reason

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

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

  • MAIN INFORMATION

    1.  Provide information for the following fields

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

    • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global

    Deleting Rejection Reasons

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    NoteVisit /wiki/spaces/WIP/pages/10010220 Financial Transaction for business examples related to Rejection Reasons
    Rejection Reason.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    excerpt
    showLabelsfalse
    spacesV4Manual
    showSpacefalsetrue
    labelsfinancial-transactions-basics-r7,financial-transactions-advanced-r7,financial-transactions-admin-r7

    Popular Labels

    heatmap
    Panel
    namegrey
    Popular Labels
    spaceKeyV4Manual
    style

    Helpful Links

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal