Set Up Trail Codes

All posted entries are automatically assigned a source code so that transactions can be traced to their origin. If you want to give entries a supplementary source code, you can use reason codes. Reason codes are used to indicate why an entry was created. When you set up reason codes, you can assign them to entire journal templates and journal batches, and you can assign them to individual journal lines and documents.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Set up source codes, that will be assigned to individual entries which are created for each posting type and batch job.	How to: Define Source Codes
Change source codes using the Source Codes window.	How to: Change Source Codes
Set up codes that you can use to indicate why an entry was created.	How to: Set Up Reason Codes

See Also

Tasks

How to: Assign Reason Codes to Journal Batches
How to: Assign Reason Codes to Journal Templates
How to: Assign Reason Codes to Journal Lines
How to: Use Reason Codes on Sales Documents and Purchase Documents