Financial reason feature extension

This article provides information about the Enable extended support of Financial reason code feature that extends the Financial reason feature. This feature extension can be used globally in legal entities that have a primary address in any country or region.

In general, the Financial reason feature lets you set up a predefined list of financial reasons that can be used during document registration and posting in the system.

1. Go to Organization administration > Setup > Financial reasons.
2. On the Action Pane, select New to create a financial reason.
3. In the Reason code column, specify a code to use for the financial reason when documents are registered and posted.
4. In the Default comment column, enter the comment that should be used as the default value in the Reason comment field for the financial reason. This comment should correspond to the reason code that is selected when documents are registered and posted.
5. In the Ledger, Asset, Bank, Customer, and Vendor columns, select the checkbox for each system module where the selected reason code must be available.

When the feature extension is enabled, it makes the Reason code and Reason comment fields available in an extended list of documents in Microsoft Dynamics 365 Finance. It also stores the values of those fields in tax transactions that correspond to the posted document.

Enable the feature

The Enable extended support of Financial reason code feature is available in the Feature management workspace in the following or later versions of Finance.

Finance version	Build
10.0.23	10.0.1037.36
10.0.22	10.0.995.75
10.0.21	10.0.960.114

To enable the feature, follow these steps.

1. Go to Workspaces > Feature management.
2. On the All FastTab, search for the Enable extended support of Financial reason code feature, and select it.
3. Select Enable now to enable the feature in your Finance environment.

After the feature is enabled, it's available in the following documents in all legal entities of your Finance environment:

• General journal (General ledger > Journal entries > General journal)
• Invoice journal (Accounts payable > Invoices > Invoice journal)
• Invoice register (Accounts payable > Invoices > Invoices register)
• Invoices approval journal (Accounts payable > Invoices > Invoices approval)
• Purchase order (Accounts payable > Purchase orders > All purchase orders)
• Sales order (Account receivable > Orders > All sales orders)
• Free text invoice (Account receivable > Invoices > All free text invoices)
• Project invoice proposal (Project management and accounting > Project invoices > Project invoice proposal)

Then, when tax posting occurs, the values of the Reason code and Reason comment fields of the preceding documents are stored in the Tax transactions table.