Revised:  10/07/2024

Deleting Reason Codes

ReferencesReferences

Overview

Every receivable transaction entered into or generated by the system must have an Entry Type and Reason code. The Entry Type categorizes pending items that will create or update posted items within the system. Examples of Entry Types are invoices, ISTVs, payments, debit memos, credit memos, overdue charges and write offs.

Reason Codes are paired with Entry Type categorizations to define the ChartFields strings used to specify the account to/from which money should be credited/debited. Multiple Reason Codes may be available for each Entry Type.

If ChartFields are created or, in this case, deleted, the associated Reason Codes must also be added/edited/deleted.

• AR Administrator or OH_AR_CFCODE_CONFIG security role(s) is needed to follow the following steps.
• All of an agency's Reason Codes cannot be deleted all at once. The last Reason Code must be inactivated instead.

Steps

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > NavBar > Menu > Set Up Financial/Supply Chain > Product Related > Receivables > Options > Entry Type

1. Enter the agency specific Business Unit code in the SetID field.

2. Enter the Reason Code Entry Type in the Entry Type field.

3. Click Search.

• The Entry Type tab displays.

4. Click the Entry Reason tab.

5. Click the Delete Row icon next to the Reason Code being deleted.

• A confirmation message displays.

6. Click OK.

7. Click Save.

• The Reason Code is deleted.