Setting Up Refund Reasons
This topic explains how to set up refund reasons that you can apply to refunds
For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.
To set up refund reasons
- Open the Types/References window. See Opening the Types/Reference Window.
- Click the Refund link for your company.
- In the Refund Reasons window, do one of the following:
- To add a refund reason, click Add Refund Reason. A row is added to the Refund Reasons table.
To modify an existing refund reason, click Edit in the row of the refund reason you want to edit. The row becomes editable.
- Enter or change values in the following fields of the new or existing row:
- Type an ID number in the ID field.
- Type a description of the refund reason in the Description field.
- Type a view order number in the View Order field.
- To indicate that the refund reason is currently in use, select the Active check box.
- Do one of the following:
- To add a new refund reason, click Insert.
To update a refund reason, click Update.