Introduction
While adding a manual (contract or POS) transaction to the system, you will be asked to enter the reason for this operation. The PGM system enables you to predefine correction reasons.
Before you start
To manage "Correction reasons", you have to set up the following system permission: System Administration -> Correction reasons and Users->User details-> Contract transactions -> Allow custom description
Instruction
How to add correction reasons?
1. Go to the PGM-> Settings -> Correction reasons.
2. Click Add new reason..
3. A new entry will appear for you to enter the details of a correction reason:
- Active – check to activate the reason (it will be available on the list to select later).
- Name – enter the name of the reason.
- In+/ In- – determines if a reason is available when the gross amount of the correction is greater or less than 0. The reasons with “In +” flags will appear on the list when a transaction gross amount is more than 0, and respectively otherwise for "In -".
4. The pre-defined reasons will be displayed in the drop-down list upon a manual transaction. Below, you can find the path:
Transaction -> Contract -> Add manual transaction -> Use predefined correction reason (like below):