IdealWare Online Users Manual

SP4-10 S/P MAINTENANCE
31610 Reason Codes Maintenance

 

PURPOSE

 

The reason codes maintenance program is used to add, modify and delete reason codes. Reason codes are specified when creating refunds or credit notes in the sales order entry program. They are used to reference a reason description for why a refund or a credit note is being issued.

 

Reason Codes Maintenance is accessed from:

  • Order Processing Maintenance menu.

 

PROCEDURE

 

Select Reason Codes Maintenance from the Order Processing Maintenance menu. The reason codes maintenance screen displays.

 

REASON CODES MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│07/25/08                    D E M O   C O M P A N Y                             â”‚
│                                                                                â”‚
│                                                                                â”‚
│   REASON CODE      __                                                          â”‚
│                                                                                â”‚
│01 DESCRIPTION                                                                  â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│PRESS F2=SCAN; F4=END; F5=REASON CODES INQUIRY                                  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
REASON CODE
PRESS F2=SCAN; F4=END; F5=REASON CODES INQUIRY

 

Enter reason code to add, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 

 

[F2] to display next reason code on file.

 

To scan remaining codes, press [Enter] at the code display. This clears the REASON CODE field. Then press [F2] to display the next payment type code on file.

 

 

[F4] to exit to menu.

 

[F5] to display list of reason codes for selection.


Example Reason Codes Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│07/25/08                    D E M O   C O M P A N Y                             â”‚
│                                                                                â”‚
│                                                                                â”‚
│   REASON CODE      CM                                                          â”‚
│                                                                                â”‚
│01 DESCRIPTION      CHANGED MIND                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (CR=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code you will be prompted whether or not you wish to modify or delete the code.

 

** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE:

 

[Enter] to clear the display and return to the CODE field.

 

"M" to modify data fields.

 

** FIELD NUMBER (CR TO CONTINUE):

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] for modifications complete.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update the file.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications to the fields.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel all changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

 

FIELDS

 

REASON CODE

 

Enter 2 character reason code.

 

DESCRIPTION

 

Enter 30 character description.