Upgrade reason codes [AX 2012]

Updated: July 15, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Reason codes are used to explain why transactions were entered, such as why a request for quotation (RFQ) was rejected. In previous releases of Microsoft Dynamics AX, you could create an RFQ reason code of up to 20 characters. In Microsoft Dynamics AX 2012, reason codes have a limit of 10 characters.

Accounts payable and Procurement and sourcing

Microsoft Dynamics AX 4.0 and Microsoft Dynamics AX 2009

The PurchRFQReasonCode table was merged into the ReasonTable table.

In previous releases of Microsoft Dynamics AX, you could create reason codes in a separate RFQ reason code form. In Microsoft Dynamics AX 2012, you create all reason codes in the financial reason codes form.

During upgrade from an earlier version of Microsoft Dynamics AX to Microsoft Dynamics AX 2012, the table for RFQ reason codes is merged into the table for financial reason codes. An upgraded RFQ reason code identification number (ID) might be longer than the current limit of 10 characters for reason code IDs. If an RFQ reason code ID is longer than 10 characters, the RFQ reason code ID is truncated during upgrade and numeric digits are added so that the IDs remain unique.

You can modify the upgraded RFQ reason code IDs to remove the numeric digits. The new ID must remain unique. Use the following procedure to modify a reason code.

  1. Click Organization administration > Setup > Financial reasons.

  2. In the Financial reasons form, select the reason code that you want to modify.

    Caution noteCaution

    When you modify a reason code, the transactions and documents that reference the reason code are not automatically updated with the modified reason code information. You can manually change the reason code in a document.

  3. Right-click the reason code, and then select Record info.

  4. In the Record information form, click Rename.

  5. In the Reason code field, enter a new ID for the reason code.

  6. Scroll down the form, and then click OK.

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