Reason codes (CS211000)
In this window, you can configure the reason codes for use in other workspaces of the system. A reason code is used to provide a reason for the transaction, as well as to set an offset account and a subaccount to be used for the General ledger transaction. It can be used with direct inventory transactions to provide this information.
For each reason code, you specify which inventory transaction it should be used with. Based on this, the reason code can then be selected for the specific type of transaction.
## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.The window fields
These fields can be used to define a new code or to edit an existing code.
| Field | Description |
|---|---|
| Reason code | The ID of the reason code. You can use an alphanumeric string of up to 10 characters. |
| Description | A description of the reason code. |
| Usage | An option indicating where this code can be used. The following options are available:
The rule governing how to combine subaccounts on issues is specified in Combine sub. from.
|
| Combine sub. from | The field is not available for reason codes with the Sales usage option. The adjustable subaccount mask that defines the rule of composing a default subaccount for specific types of documents on data entry forms. For each segment, point to a segment and press F3 to open the list of options. The available mask options depend on the Usage field value:
Note The letter designating the option will be repeated as many times as there are characters in the segment. |
| Account | The general ledger account to be updated by the transaction amount for transactions marked by the reason code. Cash accounts cannot be used for any of the write-off types in the Usage field. For issues, this account will override the COGS account. Note The field is not available for reason codes with the Sales usage option. |
| Subaccount | The corresponding subaccount to be used with the reason code. This account is used for reason codes to be used in inventory. Note The field is not available for reason codes with the Sales usage option. |
| Sales account | The sales account to be updated by the transaction amount. The field is available for reason codes with the Sales and Issue usage options. |
| Sales sub. | The corresponding subaccount to be used with the reason code. The field is available for reason codes with the Sales and Issue usage options. |
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