Free Text Invoice - reason codes

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When entering a Free Text Invoice a reason code can be associated with a particular tax invoice line. The customer has set up 34 reason codes (28 of them ticked for Customer use) but the drop-down list of reason codes in the free text invoice only shows 6 of them. What else needs to be done to be able to "see" and use the other reason codes?

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Ludwig Reinhard Microsoft Employee on at

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Hello AXatak,

If you go to Organization Administration/Setup/Financial Reasons you should see all reason codes setup in your organization.

I believe that the underlying reason why you can only see 6 out of your 28 is that they are not allowed for the customer module.

Note: Whether or not a reason code is allowed to be used in a module depends on the checkboxes activeated for the different areas such as Asset, Bank, Customer, etc.

Hope it helps,

Ludwig

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Prashant Singh 8,802 on at

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You need to select the customer and and ledger check mark to enable the reason code for this purpose.

In the attached image only two reason code will come in the dropdown list.

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Rana Imran 1,110 on at

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Go to Accounts receivable/Setup/customer/customer reasons

open the customer reason window and write click on reason code and go to view details/ and check box on relevent reason code in ledger column and customer column

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Sohaib Cheema 49,438 User Group Leader on at

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are you using AssetId in Free Text Invoices?

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Community Member on at

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Hi Sohaib , I know this is very old post. But i am facing an issue while using fixed asset.

While i am assigning fixed asset to free text invoice ,reason code does not populate. Do you know the solution?

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