Reason Codes Mandatory Overview (v5.0)

Modified on Wed, 20 Sep 2023 at 09:46 AM


 

Purpose of this document

 

The purpose of this document is to illustrate the functionality available in Ceres to require a valid Reason Code to be entered on designated transactions.

 

Ceres Object release 5.00.00 is required for the functionality described in this document. 


 

 

Table of Contents

 

Overview

The purpose of this document is to illustrate the functionality available in Ceres to require a valid Reason Code to be entered on designated transactions. The functionality is optional and can be set via a setup parameter within Ceres. The functionality is applicable to all users/logins. The primary functional areas affected are: 

 

Item Journals (all types, by batch)

Return Orders (all types) 

Credit Memos (all types)

Setup

There are three setup parameters, one each for Item journals, Agency Return order/credit memos and Purchase Return orders/credit memos. The setting for agency and purchase documents are controlled by a parameter on the setup form for those functional areas. Item journal setup is accomplished on a batch basis where you can determine which batch types require reason codes and also allow certain batches to allow reason codes to be optional.

 

Item Journals Setup

 

1. The Item Journal Templates lists can be accessed from Departments à Administration à Application

    Setup à Warehouse à Inventory à Lists à  Item Journal Templates. 

 

 

2. From the Item Journal Template Lists, select Home à Edit List.

 

 

 

3. On the Edit – Journal Templates List,   select which templates will require a reason code by checking the box

    Reason Code Mandatory on the applicable template lines.   You may also specify on this template a default

    Reason Code if desired.

 

 

 

Agencies & Receivables Setup

 

1. To enable Reason Mandatory for Agency related transactions, go to the Agencies & Receivables Setup from

    Departments à Agencies & Receivables à Administration à   Setup à Agencies & Receivables Setup.


 

2. Locate the Reason Code Mandatory field on the General FastTab and set it accordingly.



 
 

Purchases & Payables Setup

 

1. To enable Reason Mandatory for Vendor related transactions, go to the Purchases & Payables Setup from

    Departments à Purchase à Financial Management à  Payables à Setup à Purchases & Payables Setup.

 

 

2. Locate the Reason Code Mandatory field on the General FastTab and set it accordingly.

 

 

Examples of functionality

  

These are just some examples of the various documents that are affected by this functionality. This document is not intended to replace documents related to the processing of the individual processes shown here.

 

Item Journals

 

When attempting to process item journals, the reason code mandatory flag will be checked for the item journal template used and the user will be required to enter a valid reason code to process the transactions. Failure to enter a valid reason code will result in the inability to post the transaction and an error message similar to the one displayed here:

 

 

Entry of a valid reason code will allow the transaction to continue:

 

 

Purchase Credit Memo

 

Attempting to post a purchase credit memo without a reason code specified in the header with the purchase parameter set to required, it will result in the following error.

 

 

 

Agency Return Order

 

Attempting to post an agency return order without a reason code specified in the header with the agency parameter set to require it will result in the following error.

 

Related Topics

  1. Agency Credit Memos
  2. Agency Return Orders
  3. Item Journal Adjust Quantities
  4. Item Reclass Journal Overview
  5. Physical Inventory Counts and Inventory Journals
  6. Physical Inventory Counts and Whse Inv Journals
  7. Purchase Return Order Overview
  8. Purchase Credit Memo Overview

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