How To: Creating a Reason Code (02-08-90-04)

Overview

This tutorial describes how to create a new reason code.

Video

Step-by-Step

The process for creating reason codes is the same for all five tabs on this screen. For information on how each tab is used, please see the Tab Descriptions section below.

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1. Click New.

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2. The New/Maintain record box appears. In the Line# field, enter a two character (alphanumeric) code for this reason.
• In Order Maintenance, you will enter this code at the ‘Enter Reason Code’ prompt when changing an order.

3. Enter a description for this reason code in the Description field.
• For example, if you are setting up reason codes on the Return tab, you might enter “Defective” or “Customer does not want” as the reason.
• If you are setting up reasons for a Price Change, you might enter “Price Match” or “Employee Purchase” in this field.
• This field is a maximum of 22 alphanumeric characters.

4. In the Also Ask For field, enter any additional information that you want to collect about the change/return/cancellation.
• For example, if you are setting up a Price Change reason and the reason description is Price Match, you might enter “Competitor Name” in this field.
• Entry in this field is optional.

5. Check the Ask for MarkDown Code box, if a manager code is required before the change/return/cancellation is processed.

6. Check the Ask for Employee# field if a salesperson must enter their Employee Number before completing the change/return/cancellation.

7. Click Ok.

8. Repeat steps 2-7 until all reason codes are set up.

9. Click Ok again.