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Configure Regret Reasons

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2 min readUpdated

Administrator Guide › Configuration › General Settings

Regret Reasons — Configurations › General Settings › Regret Reasons

Overview

Use Regret Reasons to maintain the configured reason records available for regretted sales activity. Administrators review this list when setting up the reasons that distinguish why an Offer is recorded as regretted.

This configuration supports the commercial lifecycle in which an Offer progresses through Draft, Awaiting Approval, Approved, Valid, and Ordered before the Job proceeds to the next stage. An Order progresses through Draft, Awaiting Approval, Approved, Awaiting Activation, Valid, Ready for Shipment, and Delivered.

A regretted Offer is part of an exception path in the sales process. An Offer can be returned to inquiry only when all related offers are in Draft status. Delivered orders cannot be un-delivered when a due invoice already exists, and Orders with binding invoices cannot be reverted.

Before you start

  • Sign in before accessing Regret Reasons.
  • Ensure that you are authorized to access Configurations and General Settings.

Steps

  1. In the navigation pane, select Configurations, then select General Settings > Regret Reasons.

  2. Review the existing regret-reason records in the Regret Reasons list. Use this list to identify the reason records already configured for regretted sales activity.

  3. To begin adding a regret reason, select New.

  4. Complete the available reason-record details in the new configuration workflow, following the required-field and permitted-format validation displayed by the application.

Tips & cautions

Note: An Offer awaiting approval requires action by the manager before it can continue through the Offer lifecycle.

Warning: Items with the Ready for Shipment or Delivered status cannot be deleted.

Warning: An Offer must contain at least one item. An Order with binding invoices cannot be reverted.

Troubleshooting

SymptomLikely causeFix
You cannot open Regret Reasons.The screen requires a signed-in user.Sign in, then navigate to Configurations > General Settings > Regret Reasons.
A required-value validation prevents completion.The new reason record contains missing required information.Enter the required information shown in the configuration workflow.
A value is rejected during entry.The application enforces a permitted character format for one configuration value.Enter only the permitted characters indicated by the validation message.
A sales record cannot be reverted.The record may have a due invoice, binding invoices, or items already marked Ready for Shipment or Delivered.Resolve the applicable sales and invoice condition before attempting the reversal.

Result

The Regret Reasons configuration list is available for maintaining reason records for regretted sales activity.

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