Missing Reason Codes

We are reviewing the use of Reason Code on user actions and have discovered we do not have any. In the Rich Client, under that product line, I found no entries under Configuration/Reason Code/Action Reason. Further, while attempting to add a new one, the system required me to select from default Subject (Business Subject), which is also empty. I reviewed Infor's KB and did not find any reference to adding Reason Code or Business Subject except for TM, which we do not have. Can anyone provide some guidance? Much appreciated.

Alternative Set Extract Date Hierarchy.rtf

Upd dEPM-681 - Series - How to troubleshoot dEPM - Part 1 - Overview .mp4

Find more posts tagged with

Process Automation (IPA) - General Discussions

Comments

rmbell

The subject has to be created in the Data Area part of Configuration Console for that productline. Ex. Our productline for Lawson S3 is lsapps, so I would go to the lsapps productline in rich client and click Start -> Configure. When the Configure Application window opens, I would choose DataArea, then add the subject there. After the subject is created, the action reasons can be created for that subject.

CloudSuite Financials & Supply Chain Management Webinar Series - R.mp4

Birst Technical Support Welcome Guide.pdf

Legacy Contributor

I must have a security issue. I do not find Configure under Start for my product line. I performed a global search as well.

Legacy Contributor

I must have a security issue. I do not find Configure under Start for my product line. I performed a global search as well.

rmbell

I think the role necessary for that access is ConfigurationAccess_ST.

Legacy Contributor

What types of Subjects did you create? I would like to develop and maintain a template or standard for creation.

rmbell

We were looking at requiring reasons for Purchasing Requisitions, so we only created one, "GCPurchReqS3" (we put GC or GCS in front of custom things we create and S3 so we differentiate this from any GHR/TM subjects). If we were to require for Journal Entry approval, we would likely go with GCJEApprovalS3.

Legacy Contributor

We do seem to have a security issue. We are unable to add the Business Subject object. We are working with Infor to address this. In the meantime, does anyone know of a Guide of some type in the KB we can use to detail the setup and use of the reason codes? For example, I noticed in the Rich Client under Start / Settings (right panel) the Landmark tab has a checkbox for Show Action Reason / Action Comment Dialog on Actions. It is unchecked. It stands to reason to check it as we want to use it. However, I wonder what other similar settings may exist which we have not just happened upon. I am hoping a TRUE Guide would detail ALL necessary settings / flags.

Copyright © 2025 Infor. All rights reserved.