Updating reason information

This activity allows you to define reasons for various business components. Tell me more.

Select the “Maintain Reason Information” link under the “Reason Definition” business component.

The “Maintain Reason Information” page appears.

Enter the following fields:

Component

Use the drop-down list box to select the name of the component for which you want to define a reason for an event. You can select from “Customer Balance Adjustment”, “Customer Debit Credit Note”, “Customer Direct Invoice”, “Customer Order Based Invoice”, “Credit Management”, “Customer Prepayment Invoice”, “Customer Balance Transfer”, “Customer Receipt”, "Customer Payment", “Realize Receipt”, “Sundry Receipt”, “Release Payment”, “Supplier Balance Adjustment”, “Supplier Debit Credit Note”, “Supplier Direct Invoice”, “Supplier Order Based Invoice”, “Sundry Payment”, “Supplier Prepayment Invoice”, “Supplier Payments”, “Supplier Receipt”, "Supplier Repair Invoice" or “Supplier Balance Transfer”. The system displays “Blank” by default at the launch of the page.

Note: The transaction type and the event selected must be unique for the selected business component. When a business component is selected again after defining some reasons, the system retrieves the list of reasons that have been defined earlier. You can modify the reason details if required.

Transaction Type

Use the drop-down list box to select the type of transaction for which you want to define a reason. The system displays “Blank” by default at the launch of the page. “Account Based Debit Note”, “Account Based Credit Note”, “Reverse Account Based Debit Note” or “Reverse Account Based Credit Note” could be typical examples of the transaction type for the “Customer Debit Credit Note” business component.

Event

Use the drop-down list box to select the event for which you want to define a reason. The system displays “Blank” by default at the launch of the page. “Hold / Release” or “Reverse” could be typical examples of events for any selected business component. Refer Example

Enter the following fields in the multiline:

Reason Code	A unique code identifying the reason (Alphanumeric, 10). Mandatory.
Reason Description	A textual description of the reason (Alphanumeric, 256). Mandatory.
Status	Use the drop-down list box to set whether the reason is in active use. You can select from “Active” or “Inactive”.
	Active – indicates that the reason is in active use.
	Inactive – indicates that the reason in no longer in active use.
	The system displays “Active” by default at the launch of the page.
Default	Use the drop-down list box to set whether the reason is to be displayed by default in the respective business component. You can select from “Yes” or “No”.
	Yes – indicates that the reason is to be displayed as the first reason in the respective business component.
	No – indicates that the reason is not to be displayed as the first reason in the respective business component.
	The system displays “No” by default at the launch of the page.

Note: You can set only one reason as a default reason.

Click the “Save Reason” pushbutton to save the newly defined reason.

The system saves the details of the newly defined reason and updates the status accordingly.