Steps Required
Have your System Administrator complete the following.
- Go to Setup > Lookup Tables > Reasons in RMS.
- Select 'Add'.
- Enter the Code.
- Enter the Reason.
- Enter a Short Description.
- Select the Associated To as 'Cancel Invoice'.
- Save/Exit.
Visual Guide
Go to Setup > Lookup Tables > Reasons in RMS.
Select 'Add' to create a new Reason.
Enter the Code.
Enter the Reason.
Enter a Short Description.
Select the Associated To as 'Cancel Invoice'.
Select 'Save/Exit' to store the changes made.
These Reasons will now be available for selection when cancelling a Tax Invoice in RMS.
