To Configure a Reason Code

You define reason codes on the Reason Codes (CS211000) form. For each reason code, you must specify with what transaction it will be used. The transaction type determines the MYOB Acumatica functional area in which the reason code can be used in. You can define the reason codes for the following types of transactions originating in the accounts receivable functional area: credit write-off and balance write-off.

Before You Proceed

Make sure that the general ledger accounts and subaccounts you are going to use for write-offs have been configured.

To Add a Reason Code

1. Open the Reason Codes (CS211000) form.
2. On the form toolbar, click Add New Record.
3. In the Reason Code box, type the identifier of the reason code. An alphanumeric string of up to 10 characters may be used.
4. In the Description box, type a short description of the reason code.
5. In the Usage box, select the option indicating where the reason code will be used:
   • To use the reason code for writing off credits, select Credit Write-Off.
   • To use the reason code for writing off balances, select Balance Write-Off.
6. In the Combine Sub. From box, construct a subaccount mask. Point to each segment and press F3 to open the list of options.
7. In the Account box, select the account to be updated by the transaction amount for transactions marked by the reason code.
8. In the Subaccount box, specify a subaccount according to the mask. Point to each segment and press F3 to open the list of options.
9. Click Save to save changes.