Create a Reason Code Procedure At Ms Dynamics AX

The Create a Reason Code Procedure At Ms Dynamics AX | Create a Reason Code Procedure | Create a Reason Code Procedure at General Journal | Create a Reason Code Procedure at Process Allocation Request | Create a Reason Code Procedure at Elimination Proposal | Create a Reason Code Procedure at Consolidation and Online Periodic Procedure is given below…….

A reason code can be selected in the following General ledger forms:

• General journal

• Process allocation request

• Elimination proposal

• Consolidation, Online periodic

Follow these steps to create a General ledger reason code.

1. To access the Reasons form, click General Ledger, click Setup, and then click Ledger reasons.

2. Press CTRL+N to create a new reason.

3. Enter a unique Reason Code as identification.

4. Enter a Default Comment for the reason code. The comment entered here is displayed as the default comment when you select this reason in transactions. You can change the default reason comment.

LEDGER REASONS FORM FIGURE:

NOTE: Use the Reasons form from Basic to create reason codes for many financial modules. You also can open the Reasons form from a specific module. The Reasons form in Basic provides extra fields to assign the reason code to any of five account types, but in each of the other modules, reason codes by default are assigned to the account type that is related to that module. For example, if the Reasons form opens from Accounts payable, the Vendor check box is selected and the reason codes created can be used only with vendor transactions unless the Vendor check box is unmarked.

Modify a Reason Code Procedure:

Reason codes can be modified at any time. The Default comment and Account types can be changed.

Follow these steps to modify a reason code.

1. To access the Reasons form, click General Ledger, click Setup, and then click Ledger reasons.

2. Select the Reason Code to modify.

3. Modify the Default Comment for the reason code.

4. Clear the Ledger check box. As soon as the Ledger check box is cleared, the reason code is no longer displayed in the General ledger transaction entry forms, and is unable to be used.

Delete a Reason Code Procedure:

Follow these steps to delete a reason code.

1. To access the Reasons form, click General Ledger, click Setup, and then click Ledger reasons.

2. Select the Reason Code to be deleted.

3. Clear the Ledger check box. You can delete a Reason code only if no account types are associated with it. If the Reason code has been selected for use from another module, clear the other Account type check boxes or view the Reasons form from Basic to clear all Account type check boxes.

4. Click the delete icon.

5. Click yes in the Confirm deletion dialog box.

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