Creating an action reason

Action reason is a reason code that is used whenever certain actions are performed.

  1. Access General Setup > Action Reasons.
  2. From the Actions menu, select Create.

    Use the following guidelines to enter field values:


    Select ReactivateCashForecast

    Effective Date

    Date of effectivity of the action reason

    Action Reason

    Code for certain performed actions


    Description of the action reason

    • Active

    • Inactive

  3. Click Save.