Sales Line Reason Codes

Use sales line reason codes for analysis, controls, and reporting.

Sales Line Reason Codes can be added to sales document lines to provide more granular reporting on why a particular line has been created. For example, an alternative item is delivered, to confirm a zero price, an item is sold as part of a bigger campaign/promotion, mis-pick corrections.

See also Checking zero priced sales lines.

Sales line showing the Sales Line Reason Code field

Sales Documents

Sales Line Reason Code field can be edited on these pages' subform, it may be hidden by default.

Documents

• Sale Order
• Sales Invoice
• Sales Return Order
• Sales Credit Memo
• Sales Quote
• Sales Blanket Order

The Sales Line Reason Code field is available on the following pages for information/reporting:

Documents

• Open Sales Lines
• Posted Sales Shipment subform
• Posted Sales Invoice subform
• Posted Sales Credit Memo subform
• Posted Return Receipt subform
• Posted Sales Shipment Lines
• Posted Sales Invoice Lines
• Posted Sales Credit Memo Lines

Entries

• Item Ledger Entries

Note

Use the Item Ledger Entry page in Analysis mode to report on the number of sales/returns in a month by Sales Line Reason Code.

Managing Sales Line Reason Codes

To create and manage Sales Line Reason Codes navigate to Bevica Setup, Related, Operations, Sales Line Reasons Codes. Codes can be Blocked to hide them from sales line selection.