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Hello
Can someone please explain me the purpose of Reason (Financial reason) on the PO header?
When we do a Credit note, the 'Return action' on the PO line can be used to track the reason for return at the PO level.
However, none of these codes seem to default into the Product receipt journal.
Why would a receipt carry a different reason than the one on the PO line of the credit note?
Can someone shed the light please?
Thanks!
Indiguna
Hi Indiguna,
First of all, we should make it clear that the reason of the title shows the reason of the transaction type, while the reason of the return action provides information about why the customer wants to return, which are not related.
The reason of the product receipt is consistent with the reason type on the title of the purchase order, and if the reason code is to be displayed when viewing the product receipt, it must be filled in during the process of posting the product receipt and generating the invoice, and the system doesn't automatically correlate, that's how the system works.
Hi Billur - I understand this is what 'Disposition code' does in a Sales return.
But, I am referring to a Purchase return in my question. So it does not do any specific inventory transaction according to this return action as i understood?
Thanks!
Indiguna
Hi,
Reason and return action is two different things.
Reason is used to report (only for reporting purposes) why?
Return action is how you want to proceed the inventory. If it is a scrap or etc. System will create inventory transactions according to the return action.
Thank you for your reply Charotte!
I understand how the product receipt journal reason and PO return order Line 'Return action' work.
What I do not understand is, the connection between all these. If I take an example,
Usually, a Purchase return is done when the warehouse notifies the need to the purchaser so it should be the same reason per item in most cases.
So I am trying to understand if these is another thought for these reasons not to talk to each other.
Thanks!
Indiguna
Hi Indiguna，
The reason code type is displayed in the reason field in the purchase order header, which is a code that the user can select to record the reason for the change or transaction and can help explain why certain types of transactions were entered or why certain fields were changed. For example, in the Finance module, you can indicate the reason behind the payment reversal in this way.
In the product receipt journal, view the purchase order reason code to click the purchase order for the specific account.
For return operation code viewing, the default value is enabled in the procurement and sourcing parameters, and to change it, it can be set in Procurement and sourcing>setup> Procurement and sourcing parameters>General>return action default.
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