Restricted Reasons enable properties to set a restricted status on the account receivables accounts created for company, travel agent, source, contact, individual, and group type profiles. You create restricted reasons in the Administration, Financial menu and set the restricted status and reason in Manage AR Account.
- From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.
- Select or confirm the Property name.
- Enter a Code to identify the restricted reason.
- Enter a Description of the reason.
- Optionally, enter a Sequence number to indicate the placement of the restricted reason code when it appears in the profile account setup list of restrictions. Restricted reasons without a sequence number appear in alphabetical order following restriction reasons with a sequence number
- Click Save.
Editing Restriction Reasons
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From the Restricted Reasons presentation screen, search for restricted reasons.
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From search results, select a restricted reason and then select the row-level vertical ellipsis.
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Select Edit, update the reason, and click Save.
Deleting Restriction Reasons
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From the Restricted Reasons presentation screen, search for restricted reasons.
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From search results, select a restricted reason and then select the row-level vertical ellipsis.
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Select Delete, confirm your decision, and click Delete.