Adding New Approval Cancel or Reject Reasons
When cancelling or rejecting items or documents in IRIS Purchasing, it is mandatory for a reason to be provided. A default set of reasons is supplied but you may want to add to these to suit your specific needs. This is achieved by amending a key list in IRIS Financials.
- Select Maintenance, then select Keylists from the menu.
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The Keylist Maintenance window is displayed. Select CANCELREASON - Rejection Reasons from the left-hand panel, select ADD NEW, then select KEY.
Do not select KEYLIST as this creates a new list instead of a value (key) for the selected keylist.
- A <New item> is displayed in the centre panel key list and automatically selected. Enter a code (limited to 12 characters) in Key and a title (limited to 40 characters) for the key in Title, this is used to identify the cancel/rejection reason in the system, for example, NSUIT and Not Suitable.
- When you have entered the code and title, select SAVE.
- An Update complete message is displayed. Select OK to close the message and return to the previous window.
- The new cancel/rejection reason is then available for selection from the Select window in IRIS Financials Purchasing.