Finance | Project Operations, Human Resources, ...

Vendor reason codes report

(0) Share

Report

Posted on by CapsLock

1,419

Hi,

We want to use vendor reason codes for especific PO lines or vendor invoices but is it possible to report on that afterwards? Can I extract a report showing all transactions with a specific reason code?

Thanks!

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

OsmanIstanbul 2,818 on at

Like (0)

Report

Hi,

yes, It is possible. try to join reason references from vendor transactions table on vendor transactions report. Then you will be able to filter it.

Best

Was this reply helpful? Yes No
CapsLock 1,419 on at

Like (0)

Report

Hi Osman,

Thank you very much for the suggestion. Unfortunately, when I run the report with the filter on comes out empty and there are transactions booked with the selected code. Any additional steps I should consider?

Thanks again!

Was this reply helpful? Yes No
OsmanIstanbul 2,818 on at

Like (0)

Report

Can you check your vendor trans if it has any reason code? the screen you shared is voucher, not vendor transaction. Vendor transaction should have a reason code.

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

Like (1)

Report

Hi CapsLock,

Reason code on voucher transaction is related to ReasonTableRef where RecId is equal to ReasonRef on GJAE(GeneralJournalAccountEntry.ReasonRef=ReasonTableRef.RecId). There is not a standard report that shows reason code for voucher transaction while you can add the "Reason references" table on reports and filter against the reason code to generate the report. You can evaluate to create a custom report to have "Reason code" and "Reason comment" on voucher transaction level by provided join.

Was this reply helpful? Yes No
Suggested answer

OsmanIstanbul 2,818 on at

Like (1)

Report

Dear Alireza,

Reason codes working with account payable also. So, there is a reference on vendor transactions also (not just vouchers) and you are able to filter these transactions with reason codes. @Capslock should check its vendor transactions whether they have any reason code or not.

Best regards.

Was this reply helpful? Yes No
CapsLock 1,419 on at

Like (0)

Report

Hi the reason code is on the vendor transactions but i can't add the join for them in the report for vendor transactions.

When the vendor reasons are at the voucher level these can be reported on adding the join.

Was this reply helpful? Yes No
Suggested answer

saurabh bharti 15,039 Moderator on at

Like (0)

Report

You can create default description setup and add reason code for vendor transaction description field. So that it is easily accessible for you

Was this reply helpful? Yes No