Reasons for document cancellation

This document contains information regarding applications Cancellation reasons and Cancellation reason assignment, which allow for defining reasons for document cancellation and associating them with a document.

In the system, it is possible to define calcellation reasons for sales invoices. A reason can be indicated in the system from the level of:

  • Sales module → application Cockpit: Customer invoices → selecting option Cancel and output invoice → option Cancellation reason.
  • Sales module → application Customer invoices query → selecting option Cancel and output invoice → option Cancellation reason.

For it is possible to indicate a cancellation reason, from the level of application Customizing → Functions → Sales → Invoice generation → Cancellation rason usage, it is necessary to select an appropriate option:

  • Do not use – the function will be not used in the system
  • Optional – it will be possible to fill in the field
  • Binding – it will be mandatory to fill in the field
Indicating cancellation reason in Customizing

Application Cancellation reasons

In the Cancellation reasons application, it is possible to ad new cancellation reasons for a document or delete reasons which are not used anymore. The application  is composed of the header and the workspace.

Application Cancellation reasons

Identification pane

In the identification pane, it is possible to search an existing cancellation reason. After entering the criteria and selecting the [Update] button, the reasons will be displayed in the working pane. Available fields:

  • Reason for cancellation – id/name of cancellation reason
  • Description – additional text related to the id
  • Deletion marker – allows for displaying entries:
    • All
    • Marked as deleted
    • Not marked for deletion

Working pane

The working pane presents existing cancellation reasons. There are also buttons allowing for adding, duplicating or deleting existing entries. However, it is not possible to modify those entries. Available fields:

  • Reason for cancellation (mandatory field) ­­– this field allows for entering the cancellation reason ID. It can be composed of up to 3 characters: letters, digits, some special characters (e.g., dot and dash) or their combination.
  • Description – additional distinguishing feature, composed of a text defined by the user

Business entities

For the Cancellation reasons application, the following business entity is important: com.cisag.app.general.obj.CancellationReason. It allows, among others, for:

  • assigning permissions
  • exporting and importing data

Authorizations

The authorizations can be assigned both through the authorization roles and by assigning organizations. Technical documentation Authorizations contains rules regarding authorization handling.

Special capabilities

There are no special capabilities for the application Cancellation reasons.

Organizational assignments

The Cancellation reasons application is not associated with the organizational structure.

Special features

There are no special features for the application Cancellation reasons.

Authorizations for Business Partners

The application Cancellation reasons is not released for business partners.

 

 

 

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