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Configuring Rejection Reasons

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What does this section cover?

What are Rejection Reasons?

Rejection Reasons is a set ......

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

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

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS

Deleting Rejection Reasons

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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

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