Creating action reasons

Action reasons can be used when editing a project contract invoice line. The codes and description that are set up here can be selected for the field on the project invoice line edit record.

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. On the Action Reasons tab, click Create.
  3. Specify this information:
    Subject
    Select ProjectInvoiceEdit for the business subject.
    Effective Date
    This field can be blank.
    Action Reason, Description
    Specify the action reason and description. This code can be assigned on the project invoice edit line record.
    Status
    Specify the status of the action reason. The default value is Active.
  4. Click Save.