The purpose of this page is to setup Reason Codes that can be assigned to transactions and/or transaction line items. This page is split into two grids with the left showing all the places in the software that reason codes are used and the right side to add, edit, and remove reason codes that are specific to the transaction selected on the right side of the page. Reason Codes are used to help further analyze why certain things occurred, rather than just knowing that something happened.
Software Version: 2019.09.03 and newer
Where Used
This is the grid on the left side of the page
Header Toolbar
| Fields | Description |
| Module | A label to show the source module of the transaction that the reason code(s) belong to. This is a system controlled list and users cannot add or remove transactions from this list. Linked Database Field: ERPx_MFNoteType.ModuleSK. |
| Type | A label to show which Transaction and or Master File the Reason Code is used. The 'Where Used' and 'Type' columns work together to identify which transaction and/or master file as well as where on the record the Reason Code applies to. This is a system controlled list and users cannot add or remove transactions from this list. Linked Database Field: ERPx_MFNoteType.NoteType. |
| Where Used | A label to show where the Reason Code is used. The 'Where Used' and 'Type' columns work together to identify which transaction and/or master file as well as where on the record the Reason Code applies to. This is a system controlled list and users cannot add or remove transactions from this list. Linked Database Field: ERPx_MFNoteType.Description. |
Add / Edit Reason Codes
This is the grid on the left side of the page
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Cancel | Error rendering macro 'excerpt-include' : No link could be created for 'Cancel - List View Edit'. |
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Global'. Delete is only allowed for values that have not been assigned to a transaction. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View Single Line'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| New | Opens a new blank record for data entry. |
| Save | Saves all changes. |
| Fields | Description |
| Value | A text box to identify the Reason Code(s) for a specific transaction. This is always required, must be unique by Reason Code Type + Where Used, and must be <= 25 characters. Linked Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode. |