The application Cancellation reason assignment allows for associating a reason created in the Canellation reasons with a document. The application is composed of the header and the workspace.
Identification pane
In the identification pane, it is possible to search an existing cancellation reason. Search can be done in accordance with the following criteria:
- Voucher category – document for which cancellation reasons are being searched
- Reason for cancellation – id/name of cancellation reason
- Deletion marker – allows for displaying items marked for deletion (option: Marked as deleted), currently used ones (option: Not marked for deletion) or all entries (option: All)
Working pane
In the workspace, it is possible to add new as associations between cancellation reasons and documents, edit them or delete them. It is not possible to edit already existing entries. New row can by added with the use of [New] button. It is also possible to duplicane an already existing item by clicking on [Duplicate] button.
Available columns:
- Column with a parameter for marking selected associations in order to delete them
- Deletion marker – if a given row was marked for deletion, it will be visible in the collumn.
- Document type for which te association is being created. It is possible to create an association with a sales invoice.
- Cancellation reason – document cancellation reason, it can be selected from a drop-down list retrieved from values defined in the application Cancellation reasons. The filed contains both the id as well as the description of a given reason.
- Preferred – option which will be set as the reasion durign the document cancellation.
Premissions
Permissions can be added with the use of authorization roles, as well as by assigning organizations.