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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Report on reason codes
Finance | Project Operations, Human Resources, ...
Answered

Report on reason codes

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Posted on by CapsLock 1,419

Hi,

I was wondering if it´s possible at all to run reports with reason codes.

I know they are on the general tab of the Voucher transactions, but can they be moved to the main grid on the Overview tab?

pastedimage1586880174006v1.png

Also, I have tried adding the table to the ledger transaction list but I just get the ability to filter on them, they do not appear on the report. On a Contoso company the table n:1 Reason codes doesn´t even appear:  

pastedimage1586880549775v2.png

Anyone could add something on reason codes reporting?

I have the same question (0)
  • Verified answer
    SouravDam Profile Picture
    SouravDam 11,730 on at

    Hello CapsLock,

    I think through code modification, you can move this "Reason code" field from 'General' section to 'Overview' section.

    For reporting; you can check in standard reports if you are able to filter Reason code in the Records to include section to get the result in any report.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Verified answer
    C. Shenk Profile Picture
    C. Shenk on at

    Hello CapsLock,

    I concur with Sourav - adding information like this to the report would most likely require a code customization to get the reason codes added as a column or field to the Voucher Transactions form. That would also be the same for the ledger transaction list - the SSRS report itself would need to be modified.

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,730 on at

    Hello CapsLock,

    Kindly check the suggestions made in this thread and let us know if you further have any query or concern. Let us know the conclusion on this.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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