Reason Codes List View
- Tom Williams
Reason Codes are used throughout the system to classify the reason the transaction event occurred. They are currently used for Lot Cost Adjustments, Inventory Adjustments, Payroll Terminations, Sales Order - Price Adjustments, Sales Order - Returns, and Brokerage Write-offs. The purpose of this page is to setup and maintain the Reason Codes associated with each transaction. 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 | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! Delete is only allowed for values that have not been assigned to a transaction. |
| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| 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. |