Create reason codes for write-offs

Before you start

In the Reason codes (CS211000) window you can create reason codes for Balance write-offs and Credit write-offs. These are used in the Write-off balances and credits (AR505000) and Process bank transactions (CA306000) windows.

Reason codes are mandatory for performing write-offs on your invoices or credit notes

Reason codes are also used for stocktaking reviews. The default code for a stocktaking review is 4.

1. Go to the Reason codes (CS211000) window.
2. Click .
3. In the Reason code field, click to see how many reason codes already exist: use the next available number for your new reason code.
4. In the -field, fill in the number of your new reason code.
5. In the Description field, enter the reason for your write-off.

6. In the Usage field select one of the following:

   1. Balance write-off - to write-off an underpayment.
      or
   2. Credit write-off - to write-off an overpayment.
7. In the Account field, click to select the account the reason code will affect.
8. In the Subaccount field, enter the subaccount the reason code will affect.
9. Click .