Add a Reason Code

Use the Reason Codes Maintenance (TRCM) program to add, change, copy, and delete codes that are used to explain order holds, date changes, substitutions, credit and debit memos, and closed orders or projects, and can be used as criteria for posting transactions to the general ledger. See Background and Road Map for more information.

Click Add if codes exist.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Reason type	Required	Select the reason type. The Reason type determines where the code is used: customer credit, sales orders, bills of lading, manufacturing orders, POs, transfers, ECOs or projects.
Reason code	Optional 5 alphanumeric	Enter the reason code you want to create. See Background for possible uses and examples.
Description	Optional 30 alphanumeric	Enter a text description for the reason code. This description displays to the right of the code when the user selects a code in a reason code field.
Restocking fees apply?	Optional	The Restocking fees apply? option is applicable to RMA credit memos only. Based on the reason the customer is returning the goods, charging a restocking fee may or may not be appropriate. If selected, restocking surcharges are deducted from the amount owed the customer.

Choose the appropriate options:

To	Do This
Accept the data	Click OK. The program prompts Reason type. Select another type or leave blank to exit.
Exit without creating this reason code	Click Cancel.
Update the program record	Click Apply.
Delete a saved record	Click Delete. See Delete.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another reason code	Click Add.
Delete the selected reason code	Click Delete. See Delete.
Copy the selected reason code	Click Copy. See Copy.
Display the selected reason code	Click Select.
Display reason codes from a specific type and code	Click Restart. The program prompts Reason type and Reason code. Enter the first type and code you want to display or leave blank to begin with the first code in the file.
Print the reason code listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit the program	Click Exit.