Transaction Lookups

The following table lists lookup types used for Receivables transactions. You can define lookups for these types in the Receivables Lookups window.

Meaning/Type Code Where Used
Adjustment Reason ADJUST_REASON Assigned to a manual adjustment in Adjustments window.
Approval Type APPROVAL_TYPE Status of approvals such as Approved, Pending approval and Rejected.
Batch Status BATCH_STATUS Status of batches such as Closed, New, Open, and Out of Balance.
Canadian Provinces AR_CANADIAN_PROVINCE Assigned to a tax code in the Tax Groups window.
Commitment Description COMMITMENT_DESCRIPTION Used when entering commitments in the Transactions workbench.
Credit Memo Reason CREDIT_MEMO_REASON Assigned to credit memos.
Credit Memo Request Status CREDIT_MEMO_REQUEST_STATUS Assigned to credit memo requests generated using iReceivables.
Invoice Reason INVOICING_REASON Assigned to an invoice line in the More region of the Lines window.
Location Qualifier ARTAXVDR_LOC_QUALIFIER Determines whether your tax vendor creates tax lines separately for state, county, and city or sums tax amounts into a single tax line.
Magnetic Format Codes MAGNETIC_FORMAT_CODE Assigned to bills receivable transaction types.
Product Fiscal Classification AR_TAX_PRODUCT_FISCAL_CLASS A tax determining factor assigned in the Tax Groups window.
Special Instructions SPECIAL_INSTRUCTIONS Assigned to bills receivable transactions created manually or in batch.
Tax Classification AR_TAX_CLASSIFICATION Assigned to a tax code in the Tax Groups window.
Tax Exemption Reason TAX_REASON Assigned to a tax exemption when entered manually or when importing transactions using AutoInvoice.
Tax Rate Exception reason TAX_EXCEPTION_REASON Assigned to a tax rate exception in the Item Tax Rate Exceptions window.
Tax Types TAX_TYPE Assigned to a tax code in the Tax Codes and Rates window.
Transaction Fiscal Classification AR_TAX_TRX_BUSINESS_CATEGORY A tax determining factor assigned in the Tax Groups window.
Types of Messages STANDARD_MSG_TYPES Used for Printing Statements.
Type of Standard Text Usage STANDARD_TEXT Used for Printing Statements.
Values for Special Instructions SPECIAL_INSTRUCTIONS Assigned to a transaction in the More tabbed region of the Transactions window.

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