Reason codes are used to provide information as to why an item has been requested or returned ie fair wear & tear, faulty.
A reason code is a compulsory field when entering a requisition or a collection note. It can be entered on the requisition / collection note header or on the requisition / collection note line.
If a reason code is entered on to the requisition / collection note header then the same code will be applied to all of the lines that are subsequently added to the requisition / collection note. These codes can be overridden by clicking the field and reselecting an alternative code.
Default Reason Codes
A default reason code can be set up for requisitions and collection notes.
If you would like a default code setting up please contact support on 01476 516516 or raise a support ticket specifying which code you would like as the default.
Reason codes are managed in Administration > Requisition > Reason Codes
To add a reason code click New Reason Code.
Then enter:
- Reason code - maximum 3 characters
- Description
- Stores Only - Y will not display the code in the Officer system, N will display the code in the Officer system
- Requisitions Only - Y will not display the code in Collection Notes
- Collections Only - Y will not display the code in Requisitions
Then click OK to add the code.