Reason types
Reference data behind the mandatory Reason. Simple reasons are CRUD here; Project is a managed entity (in Sales).
4 active · 4 total
| Type | Sub-item | Categories | Managed as | |
|---|---|---|---|---|
| Project | required · a Project | — (deal value, advances…) | aggregate |
|
| Stock | optional · category | Spares · Materials · Components | reference data · CRUD |
|
| Overhead | optional · category | Office · Software · Travel · Accounting | reference data · CRUD |
|
| Investment | optional · category | R&D · Equipment | reference data · CRUD |
The “delete” is a deactivate (soft): a retired category drops off new-document pickers but stays valid on documents that already reference it — immutable history + referential integrity.