9.11.11. Reason Codes

9.11.11.1. Reason Code

Reason Codes provide a means for explaining why a Customer is being given sales credit. To access the master list of Reason Codes, select the "Reason Codes" option. The following screen will appear:

Reason Codes Master List

The "Reason Codes" screen displays information on all existing Reason Codes, including Reason Code and Reason Code description.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Reason Code.
EDIT: Enables you to edit highlighted Reason Code. The edit screen is the same as that for creating a new Reason Code --except that when editing, the fields will contain Reason Code information. Double-clicking on a Reason Code will also bring you to the editing screen.
VIEW: Highlight a Reason Code and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Reason Code and then select this button to remove the Reason Code from the list.

9.11.11.1. Reason Code

To create a new Reason Code, select the NEW button. The following screen will appear:

Create New Reason Code

Tip

Reason Codes are abbreviations used to quickly and easily identify the reason why a Customer is being given sales credit. Keep these Codes short and meaningful so employees will have an easy time identifying them.

When creating a new Reason Code, you are presented with the following options:

Code: Enter a code to identify the Reason Code.
Description: Enter a brief description of the Reason Code.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Reason Code, returning you to the previous screen.
SAVE: Creates the Reason Code and adds it to the master list of Reason Codes.