Mandatory credit note reason code comment

Introduction

When the transactions of an invoice proposal are selected for credit note, a side bar pane is displayed. This includes a “reason” field, from which it is possible to select a value in a drop-down. This enhancement introduces a parameter that makes the selection of a value from this field mandatory.

Parameter

The new parameter can be found in the Invoice section of MMA parameters screen, as shown in the screenshot below. Enabling the parameter “Required reason code for credit code” makes the reason field in the credit note mandatory.

Path: _Matter management and accounting > matter management and accounting parameters > Invoice>Required reason code for credit note _

Functionality

When the parameter “required reason code for credit note” flag is set to yes, the reason field in the “select for credit note” form is set to mandatory:

Impact

Any invoice lines that have been selected for credit but haven’t been added to a credit note yet will be affected by this change. The recommended approach would be to set the parameter to the desired value and then create credit notes as required, noting that, if the parameter has been turned on, a reason for the credit note will be needed to proceed.