Setting up 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 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.

In Aptean Beverage Sales-Purchase Conditions, reason codes can be used:

• To explain why a price is changed in a sales or purchase document
• To explain why a line discount was given in a sales or purchase document
• To serve as a criterium for a condition, like a discount is only given on the sales of a product when reason X is applicable

1. Select the Search icon , enter Reason Codes, and then choose the related link. The Reason Codes list page opens.
2. On the action bar, select Related > Card to open the Reason Code Card.
3. Choose the plus sign (+) at the top of the card to create a new entry.
4. On the General FastTab, fill in the Code and Description fields.
5. On the Sales and Purchase Conditions FastTab, fill in the fields as necessary. Hover over a field to read a short description.

See also

Update Foundation Reason Codes