(EEUR) Configure reason code requirements for credit notes [AX 2012]

Updated: November 20, 2012

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

Reason codes help explain why some types of transaction were entered or why some field values were changed. For example, you can create reason code to use with write-down adjustments or modifications in the Sales value field in Fixed assets.

You can use the Financial reasons form in Organization administration to create the same codes to use across various modules, or you can set up reason codes for other modules in the corresponding forms for those modules. In Organization administration, you can assign a reason code to any of the modules, but in the other modules, you can assign the reason code only to that module. For example, if you open the Vendor reasons form in Accounts payable, the account type is automatically set to Vendor, and the reason codes that you create can be used only with vendor transactions.

Reasons can be used along with descriptions, and you can sort and analyze transaction history by reason code. Also, auditors can use reason codes to verify the purpose for transactions or field changes. Depending on how your organization uses reason codes, you might want to provide guidelines about when to use each reason code.

  1. Click Accounts receivable > Setup > Customers > Customer reasons.

  2. Click New to create a reason code.

  3. In the Reason code field, enter a code for the reason.

  4. In the Default comment field, enter a description for the code.

  5. Click Close.

  6. To require reasons for changes in Accounts receivable, select the appropriate check boxes on the Reason code requirements FastTab in the General area of the Accounts receivable parameters form. (Click Accounts receivable > Setup > Accounts receivable parameters.)

    NoteNote

    To require reasons for credit notes, select the Require reasons for credit notes check box on the Accounts receivable parameters form.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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