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Creating A Reason Code (Task)

The document describes creating a reason code in two steps: assigning an alphanumeric code to a transaction type, and adding a description. It provides an example of creating reason code M9 assigned to transaction type O, with the description 'Reusable reason'.

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39 views

Creating A Reason Code (Task)

The document describes creating a reason code in two steps: assigning an alphanumeric code to a transaction type, and adding a description. It provides an example of creating reason code M9 assigned to transaction type O, with the description 'Reusable reason'.

Uploaded by

CM
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Creating a Reason Code (Task)

Movement of stock requires that you supply a reason code that explains the
purpose of the movement. Each transaction type requires at least one reason
code.

Task 5-1 Business Profile


A physical inventory has
revealed some variances
between the actual count and
Independent the book quantities. Create a
reason code to be assigned to
Task any special opening
balance/physical inventory
transaction.

Figure 5-1: Creating a Reason Code (Slide)

Task Statement (5-1)


In this exercise you create a reason code. The reason code you create for this
exercise is used with the transaction effects in the next exercise.

Task Components
Creating a reason code requires two components:

1. Type a reason code to be associated with a transaction.


2. Type a description for the reason code.

Navigation to Reason Code Maintenance


Reason Codes are set up in Reason Code Maintenance.
BPCS Main menu  INV menu  Reason Code Maintenance (or
INV140)

Type a Code to be Associated with a Transaction -


Component 1
1. Use the Navigation Path to start this exercise.
The Reason Code - Selection window displays.
INV140D1-01 *** BPCS COURSEWARE ENVIRONMENT ***
DORAL Reason Code Selection USER_ID 10:36:36

Select action and press Enter. 1=Create 2=Revise 3=Copy 4=Delete


5=Display 6=Print 8=Position To

Act Transaction Effect Code Reason Code Description


+
// Outside Operation 01 NORMAL
% POTENCY ADJUSTMENT 01 NORMAL
# COST ADJUSTMENT 01 NORMAL
= FAS-SHOP ORDER RECEIPT/SHIPMNT 01 NORMAL
A INVENTORY ADJUSTMENT 01 NORMAL
A INVENTORY ADJUSTMENT 90 Inventory Adjustment - Instr.
B SHIPMENT FROM INVENTORY 01 NORMAL
C P.O. INVOICE RECEIPTS 01 NORMAL
CI JIT COMPONENT ISSUE 01 NORMAL
CS JIT COMPONENT SCRAP 01 NORMAL
CT Invoice Rcpts + Recv to Stck 01 NORMAL
D DOWNTIME 01 NORMAL +

F1=Help F3=Exit F4=Prompt F5=Refresh F7=Backward F8=Forward

Figure 5-2: Reason Code - Selection

1. Type 1 in the Act Column.


Action 1 is the create mode.
2. Type O for the Transaction Effect Code.
(For O use the letter o, not zero.) You are tying a transaction to a reason.
Each transaction type must have at least one reason code pre-defined.
3. Type Mx for the Reason Code.
(Use your team number for x.) Reason codes are alphanumeric. You can
use any combination of letters and numbers (01-99 or A1-Z9 or AA-ZZ).
To save your staff input time, assign the lowest value reason code to the
most commonly-used reason. During transaction entry, whenever the
system supplies a default reason code, it retrieves the reason code with the
lowest alphanumeric value.
4. Press Enter.
The Reason Code Maintenance window displays.

Type a description for the reason code - Component 2

INV140D2-01 *** BPCS COURSEWARE ENVIRONMENT ***


Create Reason Code Maintenance USER_IO 10:40:18

Transaction Effect Code O OPENING BALANCE/PHYSICAL INV.


Reason Code M9
Description reusable reason_________________

F1=Help F3=Exit F5=Refresh F12=Cancel

Figure 5-3: Reason Code Maintenance

1. Type Reusable reason in the Description field.


For your business, create a more specific, meaningful comment, possibly
something like “Normal opening balance, ” “Error Correction,” or “Single
issue component.” Although you are now creating a reason code for this O
transaction, you can also tie this same reason code (if appropriate) to
another transaction code.
2. Press Enter.
The Reason Code Selection window displays.
3. To check your work, type 8 in the Act. Column.
Action 8 is the Position To mode.
4. Type O for the Transaction Effect Code.
5. Press Enter.
A list of all reason codes assigned to Transaction Effect O displays.
6. Press F3 to exit the application.

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