Access Reason Codes

Reason Codes provide explanation for Inventory Movements or price changes during Order Entry. This optional functionality can be enabled in Merchant Ag FIN > Admin > Installation > Access Parameters > Company > Options.

Functionality

Enable Reason Codes in Merchant Ag FIN > Admin > Installation > Access Parameters > Company > Options.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Setup > Access Reason Codes.

Click to add a line to the Reason Codes grid.

Use to remove a Reason Code.

Enter up to 6 alpha-numeric characters for the ID.

Use the drop down list in Status to choose Active, Inactive or Delete. This field can be edited on any Reason Code.

From the drop down list, select a Type. Available options include

Adjustment	Late Payment Fee	Tax Override
Credit Memo	No Sale	Void
Debit Memo	Non-PO Receipt	Fuel Expense Transfer Forklift/Other
Deposit	Non-Sale Withdrawal	Fuel Expense Transfer Non-Vehicle Use
Drawer Withdrawal	Price Override	Fuel Expense Transfer Truck
Expense Transfer	Return	Missed Delivery
Finance Charge	Reversal

Locations that utilize Commodity & Grain Merchandising will also have the options to create C & G specific Reason Codes.

C&G Contract Amendment	C&G Transfer Price Adjustments	Scale Ticket Weight Override
C&G DPR Adjustment	Scale Ticket Application Price Change	Scale Ticket Official Grades Change
C&G Inventory Adjustment	Scale Ticket Application Type Change	Scale Ticket Official Weights Change
C&G Scale Ticket Producer Change	Scale Ticket Reactivate
C&G Settlement Void	Scale Ticket Void

Enter a Description of up to 48 alpha-numeric characters.

Set the default General Ledger Account for Reason Code Types Deposit, Expense Transfer, Non-Sale Withdrawals and Non-PO Receipts by entering the GL account number or use F12 to search.

Click the Vehicle Tracking checkbox if a Reason Code should be supplied for transactions utilizing Vehicle Tracking.

Select Post to create or save edits to Reason Codes.