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 chosen 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 chosen 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.
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.
New Action code for Complaint
When you create an Action code for Complaint you can add an “Service code”. The “Service Codes” field links the action code to one or more Complaint service types. The “Service codes” field appears as a multiselect when creating an Action code with the Complaint transaction type. It is optional and can be left empty.
The available Service codes are:
New item, credit or refund
Repair item
No warranty
Click in the “Service code” field, the available Service codes appears.
Click on the relevant Service codes, and click Create to create the Action code.
Edit Action codes for Complaint
Service codes can also be added to an existing Action codes for Complaint.
Click the “Pencil icon”, the “Edit reason code” dialog open.
Click in the “Service code” field, the available Service codes appears.
Click relevant Service code, and click Save to apply the changes.
Return to stock
Return to stock is a transaction type for returning to stock.
