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Table of Contents

Navigating to Rejection Reasons

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

What are Rejection Reasons?

Rejection 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.

Validations & Restrictions Table

Action	Validations	Restrictions	Additional Information
General	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.

Attributes Table

An * indicates a field is mandatory

Name	Description
Main Information
Name*	The name of the Rejection Reason.
Alternative Code*	An alternative code for the Rejection Reason. Unless otherwise specified, the codes for new Rejection Reasons default to the Name's initials in capital letters.
Description	The description of the Rejection Reason.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Related Areas

Page:

Configuring Rejection Reasons
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Configuring Financial Transaction Types
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Configuring Payment Methods
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Understanding the Allocation Principles
Page:

Handling Invoice Due Dates
Page:

Paying an invoice using Quick Pay
Page:

Configuring Financial Transaction Categories
Page:

Managing Financial Transactions
Page:

Configuring Financial Transactions Definitions
Page:

Creating and Sending Invoice Cancellation Details Printout
Page:

Creating and Sending Invoice Details Printout
Page:

Creating and Sending Credit Note Details Printout
Page:

Understanding Financial Transactions
Page:

R9 - Cancelling Invoices

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

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