The Upsilon Reason Codes option is used to create and manage reason codes records. Debit Notes created within the Debit notes option can then be assigned a reason code indicating the reason why the goods are being returned to a supplier.
For further help on the grid and form options click the respective tab pages below.
The Upsilon reason codes grid allows you to browse, filter and sort the reason code records that you have created within the Upsilon reason codes option.
TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.
Toolbar
| Toolbar Item | Description |
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The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Reason Code and Description. |
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Add new record. |
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The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field. |
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The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options. |
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The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time. |
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Refresh the grid. |
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Calls context sensitive help system. |
The reason codes form allows you to add, edit, save or delete records.
Toolbar
| Toolbar Item | Description |
|---|---|
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Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode. |
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Save the current record. |
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Delete the current record. NOTE: The system will not allow deletion of an Reason Code if it is in use within the debit notes module. |
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Call the context sensitive help system. |
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Return to the calling grid. |
Mandatory Fields
| Field Name | Notes |
|---|---|
| Reason Code | The Reason Code field Is editable only upon adding new records and must be unique within the Reason Codes option. |