Working with Tickler Resolution Reasons (WTRR)
Purpose: Use this menu option to create, change, and delete tickler resolution reasons.
Tickler resolution reasons are assigned to ticklers once they are resolved, indicating the reason why the tickler is resolved. For example, you might assign a resolution reason of ARP to an AR tickler that is resolved because the bill to customer has paid the balance on his A/R account.
You can define a tickler resolution reason for a tickler event or event rule; when the system creates a tickler for the tickler event/rule, the system updates the Resolution reason field in the Tickler file.
It is recommended you create at least 2 ticklers resolution reasons: one reason to use when the system resolves the tickler, and one reason to use when you manually resolve a tickler.
In this topic:
• Work with Tickler Resolution Reason Screen
• Create Tickler Resolution Reason Screen
• Change Tickler Resolution Reason Screen
For more information:
• Workflow Management Overview and Setup
• Working with Tickler Events (WTEV)
Work with Tickler Resolution Reason Screen
Purpose: Use this screen to create, change, and delete tickler resolution reasons.
How to display this screen: Enter WTRR in the Fast path field or select Work with Tickler Resolution Reason from a menu.
MSR1313 DISPLAY Work with Tickler Resolution Reason 7/11/02 9:41:58 KAB Co.
Opt Rsn Description
Type options, press Enter. 2=Change 4=Delete
HAT HELD ORDERS: AT HOLD RESOLVED HAV HELD ORDERS: AVS HOLD RESOLVED HBD HELD ORDERS: BALANCE DUE RESOLVED HCF HELD ORDERS: CREDIT CARD FRAUD RESOLVED HDH HELD ORDERS: DOLLAR HOLD RESOLVED HEC HELD ORDERS: ECOMMERCE HOLD RESOLVED UPD UNCONFIRMED PICKS: DROP SHIPS CONFIRMED UPR UNCONFIRMED PICKS: REGULAR CONFIRMED UPS UNCONFIRMED PICKS: S/H ORDERS CONFIRMED
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Rsn (Tickler resolution reason code) |
A code for a tickler resolution reason, indicating the reason why the tickler is resolved. Alphanumeric, 3 positions; optional. |
Description |
A description of the tickler resolution reason. Alphanumeric, 40 positions; optional. |
Screen Option |
Procedure |
Create a tickler resolution reason |
Press F6 to advance to the Create Tickler Resolution Reason Screen. |
Change a tickler resolution reason |
Enter 2 next to a tickler resolution reason to advance to the Change Tickler Resolution Reason Screen. |
Delete a tickler resolution reason |
Enter 4 next to a tickler resolution reason to delete it. Note: The system allows you to delete a tickler resolution reason that is currently assigned to a tickler event, event rule, or open or in process tickler. |
Create Tickler Resolution Reason Screen
Purpose: Use this screen to create a tickler resolution reason.
How to display this screen: Press F6 at the Work with Tickler Resolution Reason Screen.
MSR1314 ENTER Create Tickler Resolution Reason 7/11/02 10:15:29 KAB Co.
Reason . . . . . . Description . . . .
F3=Exit F12=Cancel |
Field |
Description |
Reason (Tickler resolution reason code) |
A code for a tickler resolution reason, indicating the reason why the tickler is resolved. You cannot create a duplicate tickler resolution reason: Tickler Resolution Reason already exists. The system considers a tickler resolution reason a duplicate if the tickler resolution reason code is used for another tickler resolution reason. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
Description |
A description of the tickler resolution reason. Alphanumeric, 40 positions; required. |
Change Tickler Resolution Reason Screen
To change: Enter 2 next to a tickler resolution reason at the Work with Tickler Resolution Reason Screen to advance to the Change Tickler Resolution Reason screen. You can change the description. See Create Tickler Resolution Reason Screen for field descriptions.
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