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The Reason code selected for a Credit note for Sales orders linked to Projects is not saved on Customer level, voucher and transaction.
It would be helpful to have the Reason codes saved, as for a Credit note for simple Sales order the Reason code is saved on Customer level, voucher and transaction.
Covering this feature gap, may provide greater help to customers in accurately monitoring /explaining the transactions created as Credit notes.
STATUS DETAILS
Needs Votes

Comments

O

Hello,

I strongly support this idea, many big companies needs to have formal validation when issuing a customer credit note, then the reason code is very useful.

Reason code is also highly recommended in reports for auditors as well.

Thanks for taking in consideration this request.

Category: Project Accounting

O

this code is essential for good data analysis of business and client process management and will help improve invoicing quality and cash management

Category: Project Accounting

O

Agreed - we are having to come up with a non-ideal custom solution for the same. Being able to add reason code to a project credit note would be good, ideally with an option to make the field mandatory for credits.

Category: Project Accounting