Setup page · General ledger

Financial reasons

A predefined list of financial reasons (reason codes with default comments) used when documents are registered and posted.

Used by: Accountant, Accounting manager, Accounting supervisor and 15 more roles
Business process: Define financial reason codes in Dynamics 365 Finance
Menu item: Reasons
Main table: ReasonTable
Data entity: VendVendorReasonsEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A predefined list of financial reasons (reason codes with default comments) used when documents are registered and posted.
What you do here	Used to create reason codes and choose the modules (Ledger, Asset, Bank, Customer, and Vendor) in which each code is available.
Example	For example, auditors or managers may want reasons recorded for transactions such as write-down adjustments or payment reversals.

Financial reasons page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Define posting policies › Define financial reason codes in Dynamics 365 Finance
Menu path	General ledger › Journal setup › Financial reasons
Set up first	—
Used next by	General journals Microsoft Learn ↗Invoice journal Microsoft Learn ↗All free text invoices Microsoft Learn ↗
Related pages	Ledger reasons Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Financial reasons1 screen

Used to create reason codes and choose the modules (Ledger, Asset, Bank, Customer, and Vendor) in which each code is available.

Screen 1
Confirm the reason on Financial reasons
Go to General ledger > Journal setup > Financial reasons
1. Find the BEAT-ADJ reason code made on the Ledger reasons page
2. Check that Ledger is ticked
1Reason code BEAT-ADJ
Default comment Atlas demo adjustment
Ledger Yes
Show the full screen
page title tab to open what to set or check

1Reason code	BEAT-ADJ
Default comment	Atlas demo adjustment
Ledger	Yes

Microsoft's steps

Go to General ledger > Journal setup > Financial reasons.
On the Action Pane, select New.
In the Reason code column, enter a code.
In the Default comment column, enter the default comment for the code.
Select the Ledger, Asset, Bank, Customer and Vendor checkboxes for each module where the reason can be used.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Reason code	The code chosen when documents are registered and posted.Microsoft Learn ↗	BEAT-ADJ	—
Default comment	The text filled in by default in the Reason comment field when this reason is chosen.Microsoft Learn ↗	Atlas demo adjustment	`Description`
Ledger	Makes the reason available in General ledger.Microsoft Learn ↗	Yes	`Ledger`
Customer	Makes the reason available in Accounts receivable.Microsoft Learn ↗	—	`Cust`
Vendor	Makes the reason available in Accounts payable.Microsoft Learn ↗	—	`Vend`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Financial reasons	—	—

Solution architect

5Design impact

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`Reasons` Checked in Dynamics 365
Form	`Reasons` Checked in Dynamics 365
Table	`ReasonTable`Shown as “Reasons” in Record infoKey field: ReasonChecked in Dynamics 365
Data entities	`VendVendorReasonsEntity`Vendor reasons Microsoft data model ↗`LedgerFinancialReasonEntity`Financial reasons Microsoft data model ↗
Who can open it	PrivilegesMaintain reason codes `ReasonsMaintain`View reason codes `ReasonsView`Maintain Subscription billing billing setup `SubBillBillingSetupMaintain`View Subscription billing billing setup `SubBillBillingSetupView`Subscription billing allocation, deferral, and billing manager `SubBillMaintain`Subscription billing module user with capabilities including billing, allocation, and deferral features `SubBillView`DutiesInquire into invoice and cash reference data `CustInvoiceInvoiceAndCashRefDataInquire`Enable general ledger process `LedgerGeneralLedgerProcessEnable`Inquire into general ledger reference data `LedgerGeneralLedgerReferenceDataInquire`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable`Subscription billing user `SubBillBillingInquire`Subscription billing manager `SubBillBillingMaintain`Subscription billing module user with capabilities including billing, allocation, and deferral features `SubBillInquire`Subscription billing allocation, deferral, and billing manager `SubBillMaintain` 18 security roles Budget manager `BudgetBudgetManager`Collections manager `CollectionLetterCollectionsManager`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable clerk `CustInvoiceAccountsReceivableClerk`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts receivable centralized payments clerk `PaymAccountsReceivableCentralPaymClerk`Accounts receivable payments clerk `PaymAccountsReceivablePaymentsClerk`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager`Subscription billing manager `SubBillBillingMaintain`Subscription billing user `SubBillBillingView`Subscription billing allocation, deferral, and billing manager `SubBillMaintain`Subscription billing module user with capabilities including billing, allocation, and deferral features `SubBillView` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=Reasons`
Integrate with	`VendVendorReasonsEntity` data entity Microsoft data model ↗
Table definition	`ReasonTable` columns and relations Microsoft data model ↗