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

Cancel or reject reasons: Use the Cancel or Reject tabs at the top of the screen to work with either cancel reasons or reject reasons.

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.

Using an API to work with order reason codes: You can also use an API to create, update, review, count, or delete order reason codes. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

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 Roles for more information.
Option Procedure
switch between Cancel and Reject reason codes

Use the Cancel and Reject tabs 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.

  1. 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.
  2. Select Add from the Actions menu or select the Add icon (Illustrates the Add icon.) to open the Add Cancel Order Reason Code or the Add Reject Reason Code window, depending on whether the Cancel or Reject tab is selected at the top of the screen below the screen title.
  3. Complete each of the required fields. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields.
  4. Select OK or press enter to create the reason code, or select Save and Add 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, as well as selecting either the Cancel or Reject tabs at the top of the screen below the screen title, and then 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.

View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information.

Filter options: Open the Filter Options drop-down menu to the right of the refresh icon (Illustrates the refresh icon) to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information.

Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.

edit a reason code definition
  1. Highlight a displayed reason code.

  2. Select Edit from the Actions menu or click the Edit icon (Illustrates the edit icon.) to open the Edit Cancel Order Reason Code or Edit Reject Order Reason Code window. You can edit the Order Reason Code Description or change the setting of the Active flag. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields.

  3. Select OK or press enter to save your changes.

Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen

delete a reason code
  1. Highlight a displayed reason code.

  2. Select Delete from the Actions menu or click the Delete icon (Illustrates the delete icon.).

  3. Select OK at the Confirm Deletion window to delete the reason code.

Note: You can delete a reason code only if it is not specified as the Auto Cancel Reason at the Fulfillment tab of the Preferences screen.

view a reason code definition
  1. Highlight a displayed reason code.

  2. Select View from the Actions menu or click the View icon (Illustrates the view icon.) to open the View Cancel Order Reason Code or View Reject Order Reason Code window. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields.

Fields at the Order Reason Codes screen

Field Description
Order Reason Code Description

The description of the reason code. The description can be from 1 to 128 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.

The code identifies 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.

Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows

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