Reason Code Not listed in Free Text Invoice

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Posted on by sriram

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I posted a free Text invoice and later found the invoice is wrong. i tried to reverse the invoice from the customer transaction. While selecting the invoice and the Reverse Trnsaction, the system asks for the reason code. we have 8 reason codes, but none of them is listed for the selection

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SouravDam 11,730 on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Sriram GS,

Have you checked in the Customer reason codes form if you have set the tick mark in 'Customer' column or not. If you do this, then will be able to see those reason codes in free text line.

Below screen shot is taken from D365 for your understanding.

Best regards,
Sourav Dam

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sriram 781 on at

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RE: Reason Code Not listed in Free Text Invoice

Hi,

Actually there is no tick mark in the Customer column. Even though if i put the tick mark, it is not listed. in the setup, tick mark is done for the reason tab.

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SouravDam 11,730 on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Sriram GS,

Kindly delete the line in free text invoice and re-create it and then see if the reason code is showing this time or not.

Best regards,
Sourav Dam

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Ludwig Reinhard Microsoft Employee on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Siram GS,

Have you also tried making the setup in the organization admin module?

There you can configure reason codes for all the modules and if you are not able to set the check marks then you might miss some rights to do that and a system admin user need to help.

Best regards,

Ludwig

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Verified answer

Satish Panwar 14,671 Moderator on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Sriram,

In order to use reason codes on FTI reversal, you need to create a reason code and make sure "Ledger" and "Customer" is marked against it. The form below is available at

Organization administration > Setup > Financial reasons

Thanks,
Satish Panwar
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sriram 781 on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Satish,

Thanks for the support. i tried as per your suggestion. the reasons got listed.

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sriram 781 on at

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RE: Reason Code Not listed in Free Text Invoice

HI Ludwig

I tried as per Mr.Satish advise and issue is solved

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sriram 781 on at

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RE: Reason Code Not listed in Free Text Invoice

Hi Sourav

i tried as per the suggestion from Mr.Satish and issue is solved

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