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