Configuring AR Restricted Reasons
Adding AR Restricted Reasons
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From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.
- Click New and enter the following details:
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Property: Select or confirm the property.
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Code: Enter a code to identify the restricted reason.
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Description: Enter a description of the reason.
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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.
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Click Save.
Editing AR Restriction Reasons
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From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.
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Enter search criteria, click Search.
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Select a restricted reason , click the vertical ellipsis Actions menu, then select Edit.
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Update the configuration.
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Click Save.
Deleting AR Restriction Reasons
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From the Administration menu, select Financial, select Accounts Receivables Management, and then select Restricted Reasons.
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Enter search criteria, click Search.
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Select a restricted reason, click the vertical ellipsis Actions menu, then select Delete.
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Click Save.
Parent topic: About Accounts Receivable Configuration