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Counting Reason Code

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Posted on by NZNZ123

Hi team

Is there a way to link this field "Coutning Reason Code" to finances?

For instance, when one is using a counting journal or movement, they are asked to add the reason code. On posting it hits one of our G accounts "write off"

Then when I do my month end analysis, it would be good to be able to extract the information from my ledger account against the counting reason code.

However, at the moment it is manual, I need to drill down to each transaction, look up via voucher transaction, get to the original journal and see what the reason is. So time consuming!

There must be some way! What report does the counting reason code even come under?

Thanks!

Mia

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saurabh bharti 15,039 Moderator on at

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Hi Mia,

I don't think so we can do so but what you can try is using financial dimension for reason code so that your financial gets posted with that code.

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NZNZ123 90 on at

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Cheers, thanks.

Each stock item has an FD allocated but I need to view the reason code alongside my GL download. So can summarise the reasons and costs that have been allocated to that specific code.

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saurabh bharti 15,039 Moderator on at

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Yeah that will be quite possible if you add one more custom dimension "Reason Code" :)

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Ludwig Reinhard Microsoft Employee on at

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Hello Mia,

Made a blog post on this in the past.

Maybe it helps fixing your issue.

Please see:

dynamicsax-fico.com/.../

Best regards,

Ludwig

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NZNZ123 90 on at

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Brilliant - thank you so much! I will have a look:)

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Mia,

One more reason to use a financial dimension is the fact that accounting entries can be summarized for multiple counting or movement lines. Using a financial dimension ensures to have a summary per reason code instead of a total.

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NZNZ123 90 on at

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Thanks Andre.

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