How do I ask for a reason when a document is reversed?
Create the reasons on Reason, list the screen on each with Required For Reverse ticked.
Before you start
- Agree the reasons with the client.
Steps
- Open Reason, New, a code, Create, the text.
- On Basic Data, add the screen and tick Required For Reverse.
- Save, and repeat for each reason.
Check it worked
- Pressing Reverse on that screen offers these reasons.
If something looks wrong
- The reason list is empty. No reason lists that screen with Required For Reverse.