We need to track the reasons for issuing credit memos on document level in Acumatica for reporting and statistical analysis, without any customization (due to ongoing Classic UI to Modern UI transition challenges).
Our requirements:
- When creating a credit memo (e.g., in AR301000), users should be able to select a predefined reason from a dropdown list (e.g., "Product Return", "Billing Error", "Price Adjustment")
- This selection should not impact existing business processes – it's purely for tracking and reporting purposes
- Later, we need to count the number of credit memos per reason using Generic Inquiry
We know this can be achieved via customization, but we prefer to use native no-code functionality to avoid compatibility issues during the UI migration phase.
Is there a way to set this up using standard Acumatica features (e.g., Reason Codes, Attributes, or other built-in tools)?
