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11.3.4. Reason Codes

Reason Codes provide a means for explaining why a Customer is being given sales credit. To access the master list of Reason Codes, select the "Reason Codes" option. The following screen will appear:

Reason Codes Master List

The "Reason Codes" screen displays information on all existing Reason Codes, including Reason Code and Reason Code description.

11.3.4.1. Reason Code

To create a new Reason Code, select the NEW button. The following screen will appear:

Create New Reason Code

Tip

Reason Codes are abbreviations used to quickly and easily identify the reason why a Customer is being given sales credit. Keep these Codes short and meaningful so employees will have an easy time identifying them.

When creating a new Reason Code, you are presented with the following options:

Code

Enter a code to identify the Reason Code.

Description

Enter a brief description of the Reason Code.

Document Type

Select an option to indicate whether the Reason Code should apply to all Document Types or only selected Document Types. The following Document Types are supported: A/R Credit Memos, A/R Debit Memos, and Return Authorizations.