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.

Follow these steps to set up reason codes for your company.

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

    Select Y (Yes) whether to cancel an order with this reason code.

    Remove Booking

    Select Y (Yes) whether to cancel an order and subtract the order amount from bookings or not with this reason code.

    Billing

    Select Y (Yes) whether to use a valid reason code or not in the Billing application when you add a credit or debit memo.

    Status

    Select A (Active) to use a reason code. 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.
  4. Click Add.

Related reports and inquiries

To Use
List company reason codes. Reason Code Listing (BL207)
Related topics