Setting up reason codes (BL/DST)

You must set up reason codes in the Billing application to specify a credit memo or cancel an order.

This diagram shows the steps to set up reason codes for your company:

Procedure flow: Setting up reason codes
  1. Access Reason Codes (BL07.1).
  2. Select the company to set up the reason codes.
  3. Specify this information:
    Cancel

    Select Y to cancel an order with this reason code.

    Remove Booking

    Select Y to cancel an order and subtract the order amount from booking this reason code.

    Billing

    Select Y to use a valid reason code in the Billing application when you add a credit or debit memo.

    Status

    Select A (Active) to use a reason code or select I (Inactive) to prevent use of a reason code.

    Note: A booking is a measure of demand. Bookings are available in the Sales Analysis application.

    You can use Reason Code Listing (BL207) to list company reason codes as an example of related reports and inquiries.

  4. Click Add.
Related topics