Order Reason Codes

Purpose: Use this screen to work with reason codes used by store associates or managers in Store Connect to:

• reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
• cancel a pickup, ship-for-pickup, or delivery order, or a line on a pickup, ship-for-pickup, or delivery order

Auto Cancel Reason: You can also use this screen to create the Auto Cancel Reason to use when an unclaimed pickup or ship-for-pickup order is not picked up within a specified number of days. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen. See Auto-Cancel Unclaimed Orders for background.

How to display this screen: Select Order Reason Codes from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Order Reason Codes authority can display this screen. See the Role Wizard for more information.

Option	Procedure
switch between Cancel and Reject reason codes	Use the Cancel and Reject links below the screen title to switch between the two types of order reason codes.
create a new reason code	The steps to create a new Cancel reason code and a Reject reason code are the same. Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Create Order Reason Codes window. Complete each of the required fields. See Fields at the Create Order Reason Codes, Edit Order Reason Codes, and View Order Reason Codes Windows, below, for details on fields. Select OK to create the reason code, or select Save and Create Another to continue creating reason codes.
search for a reason code	The existing cancel or reject reason codes defined for your current organization are displayed below the selected type. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching reason codes: Optionally, enter a full or partial reason code description. When you tab through this field, the displayed reason codes are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is Cu, the reason codes with descriptions of Customer Request or Customer No-Show or displayed. Optionally, enter a full or partial reason code in the Order Reason Code field. When you tab through this field, the displayed reason codes are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is 2, the reason codes starting with 2 are displayed. Optionally, select Yes or No in the Active fields to display matching reason codes. Sort displayed reason codes: You can also sort the displayed reason codes by clicking the up arrow (^) or down arrow next to each field title. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a reason code definition	Highlight a displayed reason code. Select Edit from the Actions menu or click the Edit icon () to open the Edit Order Reason Codes window. You can edit the Order Reason Code Description or change the setting of the Active flag. See Fields at the Create Order Reason Codes, Edit Order Reason Codes, and View Order Reason Codes Windows, below, for details on fields. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen
view an order reason code definition	Highlight a displayed order reason code. Select View from the Actions menu or click the View icon () to open the View Order Reason Codes window. See Fields at the Create Order Reason Codes, Edit Order Reason Codes, and View Order Reason Codes Windows, below, for details on fields.

Note:

The option to delete a reason code is not available at this time. Contact your Oracle representative if you need to delete a reason code.

Fields at the Order Reason Codes screen

Field	Description
Search Fields:
Order Reason Code Description	The description of the reason code. The description can be from 1 to 35 positions long and can include spaces and special characters.
Order Reason Code	The code identifying a reason to: reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order cancel a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order 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. The code name can be from 1 to 30 positions long and can include spaces and special characters.
Active	Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line. Select Yes or No to display reason codes that match your selection.
Results fields:
Order Reason Code Description	The description of the reason code. The description can be from 1 to 35 positions long and can include spaces and special characters.
Order Reason Code	The name of the reason code. The name can be from 1 to 30 positions long and can include spaces and special characters.
Active	Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line.

Fields at the Create Order Reason Codes, Edit Order Reason Codes, and View Order Reason Codes windows

All fields are enterable at the Create Order Reason Codes window. All fields except the Order Reason Code are enterable at the Edit Order Reason Codes window. All fields are display-only at the View Order Reason Codes window.

Field	Description
Order Reason Code Description	The description of the reason code. Can be up to 35 positions. Required when creating or editing a reason code.
Order Reason Code	The code identifying the reason to: reject a delivery or pickup order, or a line on a delivery or pickup order cancel a pickup or delivery order, or a line on a pickup or delivery order automatically cancel an unclaimed pickup order, if Auto-Cancel Unclaimed Orders is enabled Your entry can be up to 30 positions. Required when creating a new code; otherwise, display-only.
Active	Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen