Sales Orders > Setup > Reason Code Maintenance

Reason Code Maintenance

You use this program to add and maintain details of reason codes required within the system.

Reason Code Maintenance

Field Description
Reason code

Enter the reason code to add or maintain.

Description

Enter the text to assign to the reason code. This text should explain the reason for the cancellation of orders or order lines during processing in the Sales Order Entry program

Record as lost sale

Records the order/order line cancellation as a lost sale.

This option is only available when the Inventory Forecasting module and/or the Sales Order module is installed.

Notes and warnings

Restrictions and limits

  • Reason codes are only requested in the Sales Order Entry program when the Order analysis files to be generated option for Orders or lines cancelled is enabled (Sales Orders Setup).

Lost sale considerations

  • Lost sale transactions are recorded in the following ways:

    • During processing in the SO Header Maintenance program when there is insufficient stock to satisfy a customer's order and a user defined reason code is associated with the lost sale.

    • When cancelling a stocked merchandise line (Sales Order Entry or Point of Sale Entry) if you enabled the Order or lines cancelled option under Order analysis files to be generated (Sales Orders Setup) and the reason code provided is set to record a lost sale (SO Reason Codes).

    • Manually using the Lost Sales Import and Sales Analysis Capture Lost Sale programs.

  • Lost sales are stored in the Sales Order Lost Sales table (SorLostSales).

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.