Using Reason Codes when Invoicing

You can assign reason codes to transactions by using reason codes on sales and purchase invoices.

To Use Reason Codes when Invoicing:

  1. Go to the Sales Invoice window or the Purchase Invoice window.

  2. On the sales or purchase header, enter the code in the Reason Code field. (This field is not included in the standard layout, but you can insert it with the Design facilities.)

When the invoice is posted, the reason code is copied to each G/L, customer and vendor entry. You cannot assign different reason codes to the individual purchase and sales lines because all lines are posted as one entry.

Related Topics

Assigning Reason Codes to Journal Batches

Assigning Reason Codes to Journal Templates

Assigning Reason Codes to Journal Lines

Setting Up Reason Codes



© 2009 Microsoft Corporation. All rights reserved.