Configuring AR Restricted Reasons

Prerequisites for AR Restricted Reasons Configuration

Restricted Reasons enable you to set a restricted status on an Account Receivables account created for company, travel agent, source, contact, individual, and group type profiles.

Adding AR Restricted Reasons

1. From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.

2. Click New and enter the following details:

   1. Property: Select or confirm the property.

   2. Code: Enter a code to identify the restricted reason.

   3. Description: Enter a description of the reason.

   4. Sequence: 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.

3. Click Save.

Editing AR Restriction Reasons

1. From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.

2. Enter search criteria, click Search.

3. From search results, select a restricted reason , click the Vertical Ellipse, select Edit.

4. Update the configuration.

5. Click Save.

Deleting AR Restriction Reasons

1. From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.

2. Enter search criteria, click Search.

3. From search results, select a restricted reason , click the Vertical Ellipse, select Delete.

4. Click Save.

• Prerequisites for AR Restricted Reasons Configuration