Following up on our credit memo reason‑tracking requirement, we also need to record reasons for customer‑returned goods in Acumatica.
Ideally, the return reason should be captured at the line level for each returned inventory item. If line‑level setup is too complex using native tools, we can accept document‑level reason selection as a fallback option.
Just like with credit memos, this field is only for reporting and statistical analysis and will not affect existing business processes. We need to analyze return quantities by reason using Generic Inquiry later.
Again, we prefer native no‑code functionality to avoid customization compatibility issues during the Classic‑to‑Modern‑UI transition.
Could you advise how to set this up with standard Acumatica features such as attributes or built‑in reason codes?
