Return Reasons

The Advanced Inventory module uses return reasons to populate the Return Reason drop-down menu on the Inventory Transactions Return page. This drop-down menu contains values that a user can select to indicate the reason that inventory is being returned to a vendor.

The Return Reason inventory administration page is only available if Advanced Inventory is enabled.

To open the Return Reason page:

  1. Open the Administration Menu page.

  2. Under the INVENTORY ADMINISTRATION heading, click Return Reason.

    The Admin – Return Reason page opens. All defined return reasons are displayed at the top of the page. Return reasons are listed in order of Tab Order first, then alphabetically by name.

ClosedCreate a Return Reason

Creating a return reason allows you to define values that are included in the Return Reason drop-down menu when entering an inventory return transaction. To create a return reason:

  1. Click the Create New link.

    The Return Reason dialog box opens, allowing you to define the new reason.

  2. In the Return Reason field, enter the name of the return reason.

  3. In the Active field, select Yes to make this return reason active.

    Inactive values remain in the system, but are not displayed to users.

  4. In the Description field, enter a description of the return reason.

    This field can be used to provide more information about the return reason. This value can be up to 1000 characters long. As you type, the character count updates indicating the number of additional characters that can be entered.

  5. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  6. Click OK.

    The return reason is added to the list. The name of the user who added the return reason and the date and time it was added are displayed.

ClosedEdit a Reason Code

Return reasons can be modified. For example, if you want to change a return reason's position in drop-down menus, you can modify the tab order. To edit a return reason:

  1. Click the Edit link to the right of the return reason you want to edit.

  2. Modify any of the following values:

    • Return Reason – the value that users will see
    • Active– Yes indicates that the reason is active (displayed to the user)
    • Description – information about the return reason
    • Tab Order– the position in which the reason will be displayed in drop-down menus

  3. Click OK.

    The modified return reason parameters, including the name of the user who edited them and the date and time when they were edited, are displayed.

ClosedDelete a Reason Code

Return reasons that have not been used can be deleted from the system. To delete a return reason:

  1. Click the Delete link to the right of the return reason you want to delete.

    A dialog box opens asking you to confirm your choice.

  2. Click OK.

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