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| 12.3.3. Reason Codes | ||
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 | 12.3. Master Information |  |
Reason codes provide a means for explaining why a customer is being given sales credit. To access the master list of reason codes, go to . The following screen will appear:
The Reason Codes screen displays information on all existing reason codes, including reason code and reason code description.
To create a new reason code, select the button. The following screen will appear:
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:
Enter a code to identify the reason code.
Enter a brief description of the reason code.
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.
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| 12.3.2. Planner Codes |  | 12.3.4. Site Types |