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When issuing a Credit, where can I give the Reason why?

StorageinasnappStorageinasnapp ARRegistered User ✭✭
When issuing a credit in a tenant's ledger, why am I not prompted to give a reason why the credit is being issued?
When doing an Administrative Adjustment, you are prompted to give a reason why.
I feel Sudden-link should require the same for a Credit issued.  I know I can type the reason in notes, but I would like it attached to the credit issued in the ledger like it does when doing Administrative Adjustment.
Is it in Setup Preferences somewhere that I am missing, or Is there a way to set that up?

Comments

  • OrkoceanOrkocean CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭

    It's purely down to your company settings. Go to Company>Setup>Program Defaults - Activity logging tab and check the ones you want to require notes for.

  • StorageinasnappStorageinasnapp ARRegistered User ✭✭
    Thank you!! That's exactly what we were looking for :)
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    Orkocean said:

    It's purely down to your company settings. Go to Company>Setup>Program Defaults - Activity logging tab and check the ones you want to require notes for.


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