Creating, Editing, and Deleting Cash Management Reasons

Certain ECM operations allow (and sometimes require) the workstation operator to enter a reason for performing the operation. For example, workstation operators must provide a reason for adjusting transactions.

1. Select the Enterprise, zone, property, or revenue center, click Descriptors, and then click Cash Management Reasons.
2. Highlight the Cash Management transaction, and then select Add Reason.
3. Enter the reason name, based on the following guidelines:

   • You can define multiple reasons for each transaction.

   • You can use each reason name only once per transaction type.

   When you enter a No Sale Reason, the cash drawer opens only after the workstation operator enters a reason when performing a No Sale transaction. You can set and use No Sale reason codes without activating ECM. You can also access No Sale reason codes through extensibility or a System Interface Module (SIM)-based event.

4. Click Save.
5. To edit a reason, highlight the reason record, change the reason name, and then click Save.

   After you change a reason, the new reason appears when viewing historical reporting activity.

6. To delete a reason, highlight the reason record, and then select Delete Reason.

   The application allows you to delete only reasons that are not referenced in historical reporting activity.