Set up reason codes for financial modules
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
A reason code is a code that users can select to record the reason for a change or transaction, such as a write-down adjustment or payment reversal. You can use the Financial reasons form in Organization administration to create reason codes for a variety of financial modules, or you can alternatively open a reasons form from a specific module to set up reason codes for only that module. For more information, see Reasons (form).
You can also specify whether reason codes are required for a module. You specify reason code requirements in the parameters form for most modules.
Organization administration
Click Organization administration > Setup > Financial reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Select the types of accounts that the reason code can be used with.
Repeat steps 2 through 5 to create additional reason codes.
Fixed assets
Click Fixed assets > Setup > Asset reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Click Close.
Click Fixed assets > Setup > Fixed assets parameters.
Click Fixed assets. On the Reason codes FastTab, specify options for reason codes:
To require that users enter a reason for changes to the service life, depreciation periods, expected scrap value, or sales value for a fixed asset, select the Require reasons for asset changes check box.
To require that users enter a reason for a specific fixed asset transaction that is entered in a journal, select the transaction types and then click the arrow buttons to move the transaction types from the Not required list to the Required list.
Accounts payable
Click Accounts payable > Setup > Vendors > Vendor reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Accounts receivable
Click Accounts receivable > Setup > Customers > Customer reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Click Close.
To require reasons for changes in Accounts receivable, select the appropriate check boxes on the Reason code requirements FastTab in the General area of the Accounts receivable parameters form. (Click Accounts receivable > Setup > Accounts receivable parameters.)
General ledger
Click General ledger > Setup > Ledger reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Cash and bank management
Click Cash and bank management > Setup > Bank reasons.
Click New to create a reason code.
In the Reason code field, enter a code for the reason.
In the Default comment field, enter a description for the code.
Click Close.
To require reasons for changes in Cash and bank management, select the appropriate reason code requirements check boxes in the General area of the Cash and bank management parameters form. (Click Cash and bank management > Setup > Cash and bank management parameters.)