Reason codes and action codes

Reason codes and action codes setup is done by selecting Reason codes from the menu. The "Reason codes and action codes" view opens. It gives an overview of the transaction types in the system, and a description of each transaction type. Reason codes are used to explain why a transaction has been made, and the action code is used to select what should happen to the item.

View transaction type details

You can select one of the transaction types to view the transaction type details. Here you can add a new reason/action code, edit existing codes, deactivate codes, or set a code as default.
Click on the name of the transaction type to setup codes for the transaction type.

A new page with the reason codes and action codes for the transaction type opens.

Create new reason/action code

New reason codes/action codes can be created from the transaction type details page. Click on the New code button, "New reason" page opens.

Select Type if it is possible to create both "Reason" and "Action" for the selected transaction type.

Enter Code, it is required. The code is the number of the reason/action code. Every reason code must be unique for specific kind of transaction, e.g., for breakage there can only be one action code with "code"='5' and only one action "code" can be equal 5.

Add Name and Description for the code. If multiple languages are configured, you can add name and description for the different languages.

Click on the Create button to create the new code.

Edit reason/action codes

The process for editing Reason codes and Action codes is the same for all transaction types.

Edit name and description

It is possible to edit name and description for existing reason codes and action codes by clicking on the "pencil icon" on the code you want to change.

The "Edit reason code" dialog opens. If more than one language is configured it is possible to edit the text in different languages. If the parameter have default value, only English is shown.
Edit name and/or description for wanted language.

Click Save, to save changes.

Set as default/Unset as default

Reason codes and action codes can be set as default,

Click on the More  (…) button and select "Set as default".

It is possible to remove the default code by clicking on the More  (…) button and select "Unset as default".

Deactivate/Activate

Reason codes and action codes can be deactivated.

Click on the More  (…) button and select "Deactivate".

Deactivated codes can be activated again by clicking on the More  (…) button  and select "Activate".

Transaction types

There are six transaction types in the “Reason codes and action codes” view. Breakage, Internal use, Stock adjustment, Internal transfer, Complaint and Return to stock.

Breakage

Breakage is a transaction type for breakage of articles.

Internal use

Internal use is a transaction type for internal use of articles.

Stock adjustments

Stock adjustments is a transaction type used for stock adjustments.

Internal transfer

Internal transfer is a transaction type for sending article between stores.

Complaint

Complaint is a transaction type for articles returned by customer for complaint.

Return to stock

Return to stock is a transaction type for returning to stock.