Add a reason code

You define reason codes on theReason codes (CS211000) window.
For each reason code, you must specify with what transaction it will be used.
The transaction type determines the Visma Net workspace the reason code can be used in.
You can define the reason codes for the following types of transactions originated from the Customer ledger workspace: credit write-off and balance write-off.

Before doing the following, make sure that the General ledger accounts and subaccounts you are going to use for write-offs are configured.

1. Go to the Reason codes (CS211000) window.
2. Click .
3. In the Reason code field, type the identifier of the reason code. An alphanumeric string of up to 10 characters may be used.
4. In the Description field, type a short description of the reason code.
5. In the Usage field, 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 field, construct a subaccount mask. Point to each segment and press F3 to open the list of options.
7. In the Account field, select the account to be updated by the transaction amount for transactions marked by the reason code.
8. In the Subaccount field, specify a subaccount according to the mask. Point to each segment and press F3 to open the list of options.
9. Click .