Entering a Reason Code

You can add new reason codes on these forms:

  • Bank Reconciliation Reason Codes
  • Credit Hold Reason Codes
  • Credit Override Reason Codes
  • Electronic Signature Reason Codes
  • Inventory Adjustment Reason Codes
  • Miscellaneous Issues Reason Codes
  • Miscellaneous Receipt Reason Codes
  • Obsolete Slow Moving Reason Codes
  • Order Returns Reason Codes
  • Purchase Order Return Reason Codes
  • Transfer Loss Reason Codes
  • Void Invoice, Debit and Credit Memo Reason Codes
  • Where Used Reason Codes

To add new reason codes:

  1. Open the appropriate reason codes form from the list above.
  2. Select Actions > New.
  3. In the Code field, specify a three-character code to represent the reason for the transaction.
  4. In the Description field, specify up to a 40-character description of the reason for the transaction.
  5. If the Inventory Adj account field is on the form, select an Inventory Adjustment account number to associate with the reason code.
  6. If the NOTC field is on the form, select the nature of transaction code to use. These codes are used in the European Community to identify the characteristics of various transactions used in the system.
  7. Save the new reason codes and close the form.