Financial Reason Codes

For use with Microsoft Dynamics 365 Finance. 

The attached file is a baseline for default financial reason codes that can be imported to D365 Finance. Add new or delete where required for this list. 

To import the attached list as a starting point: 

1. Go to Data Management
2. Click to create a new IMPORT routine
3. In the NAME field, enter Financial Reasons_IMP
   
   
   
   
4. Click ADD FILE and enter the highlighted information (selecting the downloaded file as the data file)
   
   
   
   
5. When the file is ready for processing, the line will appear on the screen and you can close the Add File dialog box. 
   
   
6. Click the IMPORT button at the top and the import process will run. 
   
   
7. Click REFRESH on the screen to see the status of the import. It will go from Executing to Complete within two minutes. 

Oak Hall Group provides implementation and support services to Microsoft Dynamics 365 users, companies, partners, and Microsoft. Our team has over 50 combined years of experience with the product and implementations. Contact us for Implementation and Support Services. 

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