Reason
Reason holds the reasons users give: why a document is reversed, why goods come back, why an approval is held. Its Basic Data tab says on which screens, and for which situation, each reason is offered.
What it is for
A reason is offered on a screen only when that screen is on its Basic Data tab. The ticks decide in which list it appears:
- Required For Reverse: in the reason list of the Reverse dialog of that screen.
- Required For General: in the reason list of the on-hold lines of customers and vendors (the screen listed must be the customer or vendor screen).
- Required For Return: shown on the screen, but nothing reads it today.
A reason with the screen listed and nothing ticked is still offered in that screen’s own Reason field.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Reason | The reason code. | Typed on New. |
| Name | The text users see. | Free text. |
| Block | Stops the reason from being used. | Tick to block. A blocked record drops out of the pick lists other screens use. |
Basic Data
Basic Data: one line per screen.
| Column | What it means | What to put |
|---|---|---|
| Process Code | A screen this reason is offered on. | Required. Pick from the list. |
| Required For Return | Nothing reads it today. | Optional. |
| Required For Reverse | Offer it when this screen’s document is reversed. | Optional. |
| Required For General | Offer it on the on-hold lines of this customer or vendor screen. | Optional. |
How to configure it
The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
Scenarios
- Reversing a vendor invoice must ask for “Wrong amount” or “Duplicate entry”. Create both reasons, list Vendor Invoice on each, tick Required For Reverse.
What it is connected to
- Picked on Asset Acquisition, Asset Retirement, Billing Proposal, Project Quotation in Assets and projects.
- Picked on Bank Reconciliation, Bank Transactions in Cash and bank.
- Picked on General Entry, Process Allocation, Process Recurring Entry in General ledger.
- Picked on Adjustment Request, Delivery Confirmation, Delivery Order, Delivery Return, Gate Pass, Inventory Adjustment, Inventory Movement, Inventory Movement Request, Item Issue, Item Issue To Picking List, Item Issue To Sales Order, Item Receipt From Manufacture and others in Inventory.
- Picked on Payment, Payment Request, Release Vendor In Legal Entity, Vendor, Vendor In Legal Entity, Vendor Invoice, Vendor Settlement in Payables.
- Picked on Rental Order, Rental Quotation in Real estate and rental.
- Picked on Collection, Customer, Customer In Legal Entity, Customer Settlement, Release Customer In Legal Entity in Receivables.
- Picked on POS Return, Sales Order, Sales Order Journal, Sales Quotation in Sales.
- Picked on Billing Proposal, Maintenance Notification, Maintenance Order, Maintenance Order Confirmation, Notification Request, Service Request in Service and maintenance.
- Set up a new company - where this screen fits in the setup order.
If something looks wrong
- The reason list is empty in the Reverse dialog. No reason lists that screen with Required For Reverse ticked.
- Nothing on this screen refuses a save beyond the required fields.