Establishing Add Reason Codes (WADR)

Overview: Use the Add Reason Code file to establish codes for tracking the reasons you add items to orders in Order Entry or Order Maintenance. Examples of reasons for adding items to an order include:

• mis-shipments

• exchanges

• allowing the customer to select a different item or SKU for a backordered item

• the item is a warranty part

You might want to track this information to identify problem areas, and focus your training or quality control efforts.

Required when? The system requires an add reason code if the:

• Require Reason for Lines Added in Order Maintenance (D75) system control value is set to Y, or

• Required reason code field for the item offer or SKU offer is set to Y.

Pop-up window: When an operator adds an item by pressing F6, entering an exchange, or adding a mis-ship to an order in order maintenance, the Enter Add Reason Window pop-up window displays.

E-commerce orders: You can use the Default Add Reason for Batch OM Line Additions (H14) to specify the add reason code to use when a customer adds an item to an order at the web storefront. The system assigns this add reason code only if the Require Reason for Lines Added in Order Maintenance (D75) system control value or the Required reason code field for the item offer or SKU offer is set to Y.

Report: You can review add reason codes assigned to new order lines with the Order Addition Audit Report.

In this topic:

• Work with Add Reason Screen

• Create Add Reason Screen

• Change Add Reason Screen

• Display Add Reason Screen

For more information:

• reviewing the add reason code for an order line: Display Order Line History Screen

• adding an item to an order: Adding an Item

Work with Add Reason Screen

How to display this screen: Enter WADR in the Fast path field at the top of any menu or select Work with Add Reason Codes from a menu.

CSR0636 DISPLAY Work with Add Reason 2/10/99 9:01:17 KAL Co. Rsn Description Type options, press Enter. 2=Change 4=Delete 5=Display ADD1 WARRANTY ADD REASON CODE ADD2 MIS-SHIP ADD REASON CODE ADD3 EXCHANGE ADD REASON CODE ADD4 BACKORDER ADD REASON CODE F3=Exit F6=Create F12=Cancel F21=Print List F24=Select Company

Field	Description
Rsn (Reason)	This code represents the reason for adding an item to an order in order entry or order maintenance. Alphanumeric, 5 positions; optional.
Description	The description of the add reason. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create an add reason code	Press F6 to advance to the Create Add Reason Screen.
Change an add reason code	Enter 2 next to an add reason code to advance to the Change Add Reason Screen.
Delete an add reason code	Enter 4 next to an add reason code.
Display an add reason code	Enter 5 next to an add reason code to advance to the Display Add Reason Screen.

Create Add Reason Screen

Purpose: Use this screen to create an add reason code.

How to display this screen: Press F6 at the Work with Add Reason Screen.

CSR0635 ENTER Create Add Reason 2/10/99 9:07:19 KAL Co. Order addition reason code : Description : F3=Exit F12=Cancel

Field	Description
Order addition reason code	A code to identify the reason for adding an item reason code to an order in order entry or order maintenance, such as a mis-ship or exchange. Alphanumeric, 5 positions. Create screen: required. Change screen: display-only.
Description	The description of the add reason. Alphanumeric, 30 positions; required.

Change Add Reason Screen

To change: Enter 2 next to an add reason code to advance to the Change Add Reason screen. You can change only the reason description. See Create Add Reason Screen for field descriptions.

Display Add Reason Screen

To display: Enter 5 next to an add reason code to advance to the Display Add Reason screen. You cannot change any information on this screen. See Create Add Reason Screen for field descriptions.