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Back to Financial Transactions Main Page

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Learn how you can to configure Rejection Reasons

What does this section cover?

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Table of Contents

Table of Contents
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Navigating to Rejection Reasons

Info

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

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

Reasons 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.

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Validations & Restrictions Table

ActionValidationsRestrictionsAdditional Information
General
  • Not Applicable
  • Multiple rejection reasons Rejection Reasons can exists exist in the system but each one should have a unique name Name and alternative codeAlternative 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 Reasons cannot be deleted if they are included in the allowed rejection reasons of the active financial transactions definition'Allowed' in the 'Active' Financial Transactions Definition.

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

Rejection Reasons attributes 

  • rejected Financial Transactions.

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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

     

    Note

    Visit Understanding 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.
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