What is a “Reason” in Quotations, and how can I use it?

Scope offers the possibility to request a reason from the user for different actions. Example: In the case of a rejection of an offer, a reason can be entered via quick access.

Start: Master Data > Reasons

For the following actions, a reason can be set:

• Cancel invoice
• Void estimate
• Finalize credit note
• Reject quotation
• Cancel order
• Re-open closed order

For above mentioned action the user have to choose a reason and can add a comment.

Show rejection reason

To display the reasons of rejection for quotations, proceed as follows:

1. Open the Quotations module: CRM > Quotations.
2. In the quotations overview table, right-click on the header.
   
3. Select Configure Columns in the context menu.
4. Check the 'Rejection Reason' box to add this column to the overview.