Reason Codes

Default Reason Codes

Reason codes are used to indicate why an entry was created. When you set up reason codes, you can assign them to entire journal templates and journal batches, and you can assign them to individual journal lines and documents. Aptean Beverage apps make use of reason codes in the setup of rules for the app. In Aptean Beverage Tax Management you can for instance define that a (return) shipment of excise goods from – or to a tax warehouse is only allowed for a specific reason. Or, in Aptean Beverage Sales and Purchase Conditions, a discount is given on shipments for a specific reason.

1. Select the Search icon , enter Drink-IT Foundation Setup, and then choose the related link.
2. In the Reason Codes window, enter the first code in the Code field. In the Description field, enter an explanatory text
3. In the Return Reason Code field, select or create a return reason code that you want to connect with the Reason Code.

See also

• Define Reason Codes
• Process Sales Returns or Cancellations
• Process Purchase Returns or Cancellations

Connect Return Reason Code with Reason Codes

Return reason codes are similar to the reason codes, but used in return documents. To avoid complicated setup in the Drink-IT apps, it is possible to connect the return reason code with a reason code. When you choose a return reason code in a return order, the connected reason code is automatically inserted:

1. Select the Search icon , enter Return Reasons, and then choose the related link.
2. In the Reason Codes window, enter the first code in the Code field. In the Description field, enter an explanatory text
3. In the Return Reason Codes window, enter the first code in the Code field. In the Description field, enter an explanatory text.

Structured Reason Codes

Multiple Aptean Beverage apps make use of Reason Codes. To prevent yourself from selecting from a long list of codes, you can define where you want a reason code to be available for selection. You will only see the relevant codes.

1. Select the Search icon , enter Reason Codes, and then choose the related link. The Reason Codes page opens.
2. Select the Context Menu and choose Card to open the card of the reason code for which you want to specify the use.
3. On the Drink-IT Foundation FastTab, turn on the toggles as necessary. Hover over a field to read a short description:

• Sales
• Purchase
• Transfer
• Assembly
• Production
• Item Journal
• General Journal
• Losses

Posting Groups on Reason Codes

In Aptean Beverage, reason codes can have a specific function. In Aptean Beverage Sales-Purchase Conditions, you can for instance define a rule for a free promotion item. When the condition for the rule is met, an item line with a reason code is automatically inserted in the order. You might want to post the cost of this promotion to a specific account in the general ledger. Or post it with a specific VAT percentage. By setting up posting groups on reason code, you can manage this:

1. Select the Search icon , enter Return Reasons, and then choose the related link.
2. In the Reason Codes window, enter the first code in the Code field. In the Description field, enter an explanatory text
3. In the Return Reason Codes window, enter the first code in the Code field. In the Description field, enter an explanatory text.

Fields in Documents, Journals and Entries

The reason code is used in document lines, journal lines, in the item ledger entries and in Aptean Beverage entry tables:

The field is by default hidden but you can make the visible by Personalize the page.