Reason code

Use this page to manage the reason codes that identify your actions in the manufacturing, purchasing, and stock processes. Reason codes relate to the following actions:

• Adjustment of a quantity in stock, for example in the Stock adjustment page, Stock receipt page, Stock issue page or in the Purchase return page when you return some of the stock. In these pages, you can select the reason code.
• Adjustment of a stock value following the addition of landed costs such as freight or insurance, triggered by a landed cost purchase invoice. In this page, the default Landed cost adjustment reason code is automatically used.
• Correction of a price following a stock receipt. This correction is performed automatically via the purchase invoice, the purchase credit memo, and the work order close, when the price between the financial transaction and the original receipt changes. In these pages, the default Stock value correction reason code is automatically used.

A set of reason codes is provided with your system and ready to use.

Create a reason code

1. Enter the ID and the Name of the reason code.
2. Select the Functionality of the reason code: Quantity decrease adjustment, Quantity increase adjustment, or Stock value correction.

3. Select the Default checkbox. A default reason code is mandatory for automatic adjustments or corrections.

   You can only select one default reason code for the same functionality.

Deactivate a reason code

To deactivate the reason code, turn OFF the Active switch.

Edit or delete a reason code

1. Select the reason code from the Selection panel.
2. Make changes as needed.
3. Select Save or Delete.