Reason Codes Maintenance

Getting Started

Who can use it?	Where is it?
Administrator System Administrator	Default data > Reason Codes

What is Reason Codes Maintenance?

Use this function to enter a list of reason codes. The reason codes can be selected from a drop down list within the project Wip Write-off wizard.NEW 4.8

Why use Reason Codes Maintenance?

Enter reason codes to populate the list available from the Project WIP Write Off Wizard. Reason codes are available to be added to your Synergy reports, to allow you to see why the WIP was written-off and not invoiced.

Actions available

Create a new reason code

1. In the list you can type data into the top row, where the '+' symbol is displayed.
2. Type the reason code description.
3. Type a code (short description)
4. Click save.
5. Repeat the steps above if you want to add additional reason codes.

Delete a reason code

1. Highlight the reason code in the list.
2. The delete icon will now be enabled.
3. Click the delete icon.
4. Click 'Yes' to confirm that you want to delete the record.
5. The list will now refresh to show the record has been deleted.

Make an existing reason code 'inactive'

1. Make a reason code 'inactive' if it has already been used in Synergy, and you want to stop people from selecting it for future WIP Write-Off's.
2. Locate the reason code in the list.
3. Uncheck the 'active tick box.
4. Click save.
5. The reason code is now unavailable for entry on future WIP write off's.

Use the list filter to view 'All' reason codes

1. In the Reason Codes Maintenance toolbar the word 'Active' is shown.
2. Click the word 'Active' and the other filter options will open.
3. Select the 'All' filter from the list.
4. This filter will display both Active and Inactive reason codes in the list.

Columns available

1. DescriptionEnter a description of the reason that will be shown on reports, and when completing the WIP write-off.
2. CodeEnter a description of the reason that will be shown on reports, and when completing the WIP write-off.
3. TypeThis will default to be 'Transaction Write/Off' for all records. This is a read only field.
4. ActiveNew reason codes will default to be set as active. If you want a reason code to no longer be used, then uncheck this box.

Want to learn more?

Looking for more help? Try reviewing the following Default Data topics: View Topics

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