Reason Codes View

Inventory > Stock > Reason codes

What is the view used for?

  • View, edit, add and delete reason codes.

Reason codes can be filtered using the search control. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the Reason codes view.

Fields & buttons Description

Description

Filter reason codes by description.

  • Begins with: Selecting this option allows you to search for the beginning of the Reason code description
  • Contains: Selecting this option allows you to search for a matching text sequence within the Reason code description

System reason code

Filter reason codes by the system reason code flag.

Active

Filter reason codes by the start and end date of the reason code. By using this filter you will see all reason codes that have been or are active within the selected period. If this band is not selected, you will see only active reason codes.

Action

Filter reason codes by action type:

  • All: Search displays all reason codes no matter which action type they have
  • Main inventory: Search reason codes marked with action as main inventory
  • Parked inventory: Search reason codes marked with action as parked inventory
  • Stock reservation: Search reason codes marked with action as stock reservation
  • Adjustment: Search reason codes marked with action as adjustment

If there are more than one line press this button to delete a search criteria

You can also deselect the check box to exclude a criteria from the search

Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened
  • Load default layout: If you have edited the search settings since you last opened the Gift cards view select this option to reload the saved layout
  • Reset: Select this option to reset the layout to be as displayed in image above
  • Toggle button locations: Select this option to set the and buttons in front of the filter type
Button:
Search		 Press this button or hit enter button on keyboard to search for an item with the filters set

View, edit, add and delete reason codes.

Tab/Field name Description
Description The description of the reason code.
Action The action type of the description.
Begin date The date from which the reason code is active.
End date The date until which the reason code is active. Reason codes can have no end date.
System reason code Whether or not the reason code is created by the system. System reason codes cannot be deleted.
Show on POS

Displays if this reason code should show up when items are returned at the POS.

Reason codes are used on the POS when returning items. Then the user can select a reason code which defines if the returned item should go back into main inventory or it should be parked.
Edit Highlight a line and select the Edit button to edit the reason code. Opens Reason code dialog.
Add Select the add button to add a new reason code. Opens Reason code dialog.
Delete Highlight a line and select the Delete button to delete a delete a reason code.

See also

 

Reviewed: September 2017
Version: LS One 2017.2