Creating an action reason

Action reasons are used for certain actions taken by a user, such as rejecting or reinstating an invoice.

The following are the actions for which you must specify an action reason:

Action Subject
Cancel Invoice CancelInvoice
Reject Invoice RejectInvoice
Reinstate Invoice ReinstateInvoice
  1. Select General Setup > Action Reasons.
  2. From the Actions menu, select Create.

    Use the following guidelines to specify field values:


    Select an existing Business Subject.

    Effective Date

    Select a date of effectivity of the action reason.

    Action Reason

    Specify a name for the action reason.


    Specify a description. For example, you can use DUPLICATE as an action reason for CancelInvoice.

    • Active

    • Inactive

  3. Click Save.