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Setup page · General ledger

Ledger reasons

A setup page where reason codes are created for General ledger only.

Used by
Accountant, Accounting manager, Accounting supervisor and 6 more roles
Business process
Define financial reason codes in Dynamics 365 Finance
Menu item
LedgerReasons
Main table
ReasonTable
Data entity
VendVendorReasonsEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where reason codes are created for General ledger only.
What you do hereUsed to create reason codes, each with a default comment, that users select to record why a transaction or change was made.
Example—
Ledger 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 processDefine accounting policies › Define posting policies › Define financial reason codes in Dynamics 365 Finance
Menu pathGeneral ledger › Journal setup › Ledger reasons
Set up first—
Used next by—
Related pagesFinancial reasons Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Ledger reasons1 screen

  1. Screen 1

    Create the ledger reason

    Go to General ledger > Journal setup > Ledger reasons

    1. Select New
    2. Enter the reason code and default comment
    3. Tick Ledger
    1Reason codeBEAT-ADJ
    Default commentAtlas demo adjustment
    LedgerYes
    Create the ledger reason (zoomed on the outlined fields)
    Show the full screenCreate the ledger reason
    page title tab to open what to set or check

Microsoft's steps

  1. Go to General ledger > Journal setup > Ledger reasons.
  2. Select New.
  3. In the Reason code field, enter a code.
  4. In the Default comment field, enter a description of the code.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Reason codeA code users pick to record why a change or transaction was made, such as a write-down or payment reversal.Microsoft Learn ↗BEAT-ADJ—
Default commentThe description that goes with the reason code.Microsoft Learn ↗Atlas demo adjustmentDescription
Ledger—YesLedger

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Ledger reasons——

Solution architect

5Design impact

Shared or per companyPer 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 itemLedgerReasons Checked in Dynamics 365
FormReasons Checked in Dynamics 365
TableReasonTableShown as “Reasons” in Record infoChecked in Dynamics 365
Data entitiesVendVendorReasonsEntityVendor reasons Microsoft data model ↗LedgerFinancialReasonEntityFinancial reasons Microsoft data model ↗
Who can open itPrivilegesMaintain ledger reason codes LedgerReasonsMaintainView ledger reason codes LedgerReasonsViewDutiesEnable budget process BudgetBudgetProcessEnableEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger reference data LedgerGeneralLedgerReferenceDataInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable
9 security rolesBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=LedgerReasons
Integrate withVendVendorReasonsEntity data entity Microsoft data model ↗
Table definitionReasonTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks