create a new reason code

1.      Optionally, select a different organization from the Organization drop-down box. See Data Hierarchy for more information on how locations are assigned to organizations.

Note:  You must complete the Preferences screen for an organization before you can select it.

2.      Optionally, enter a new Code and Description. If you do not enter them here, you can enter them at the New Reason Code window.

3.      Click New to advance to the New Reason Code window.

search for a reason code

The organization associated with your Default Shipping System is selected by default, and the first 50 reason codes in that organization are displayed. Use any combination of the fields at the top of the screen and click Search to restrict the search results to matching reason codes:

•         Optionally, select a different organization from the Organization drop-down box to restrict your results to that organization.

Note:  You can select a blank organization to remove this field from your selection criteria.

•         Optionally, enter a full or partial reason code in the Code field to restrict your results to reason codes that start with your entry.

•         Optionally, enter a full or partial reason code name in the Description field to restrict your results to reason codes whose names contain your entry.

•         Optionally, select a setting of Yes or No from the Active field to restrict your results to reason codes matching the selected status.

•         Click Search.

Case: The Code and Description are case-insensitive for searching; for example, an entry of m does not match a code of Mis-ship.

select a reason code for review or maintenance

Click the edit icon () to advance to the Edit Reason Code window, where you can update the reason code.

activate a reason code

Click the Inactive icon () to activate an inactive reason code.

deactivate a reason code

Click the Active icon () to deactivate an active reason code. You cannot deactivate the Auto Cancel Reason code specified at the Preferences screen

delete a reason code

Click the delete icon () next to a reason code to delete the reason code from Order Broker. You can delete a reason code only if the code has not been used to reject, cancel, or close any orders or lines, and if it is not the Auto Cancel Reason specified at the Preferences screen.

Search/new fields:

Organization

See organization. Required to create a new reason code. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default.

Note:  You must complete the Preferences screen for an organization before you can select it.

Code

Purpose: The code identifying a reason to:

•         reject a delivery or pickup order, or a line on a delivery or pickup order

•         cancel a pickup or ship-to-store order, or a line on a pickup or ship-to-store order

•         close a a ship-to-store order, or a line on a ship-to-store order if it was damaged in transit or missing

•         automatically cancel an unclaimed pickup or ship-for-pickup order, if the code is specified in the Auto Cancel Reason field at the Preferences screen.

Your entry can be up to 30 positions. Required to create a new reason code, although you can complete your entry at the New Reason Code window. Enter a full or partial code and click Search to display reason codes whose codes start with your entry. Case-insensitive for searching; for example, an entry of m does not match a code of Mis-ship.

Description

The description of the reason code. Your entry can be up to 35 positions. Required to create a new reason code. Enter a full or partial description and click Search to display reason codes whose descriptions contain your entry. Case-insensitive for searching; for example, an entry of m does not match a description of Mis-shipment.

Active

Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling, rejecting. or closing an order or line. Select Yes or No and click Search to display reason codes that match your selection.

Results fields:

Organization

See organization.

Code

The code identifying a reason to reject, cancel, or close an order or line.

Description

The description of the reason.

Type

Indicates a Reject, Cancel, or Close reason.

Active

Indicates whether the reason code is available for selection in Store Connect when an associate or manager is rejecting a delivery or pickup order or line, or canceling a pickup or ship-to-store order or line, or closing a ship-to-store order or line:

•          = the code is inactive

•          = the code is active

Select the displayed icon to switch the status of the reason code to active or inactive.

You cannot deactivate the Auto Cancel Reason code specified at the Preferences screen.

Edit

Select the edit icon () next to a reason code to advance to the Edit Reason Code window.

Delete

Select the delete icon () next to a reason code to delete the reason code from Order Broker. You can delete a reason code only if the code has not been used to reject, cancel, or close any orders or lines, and if it is not the Auto Cancel Reason specified at the Preferences screen.