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Required Reason Codes for discounted SO Lines

  • 31 December 2021
  • 5 replies
  • 26 views

Hello, 

We want to track transactions that are discounted, due to a misprint/reprint (we decorate our products). I’m assuming Reason Codes on the SO Line is the best way to track this, but please suggest any good alternative ideas. 

Is there a way to make Reason Codes required for discounted SO Lines? Our users will forget to input a code unless we require it. 

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Best answer by ChandrasekharM 2 January 2022, 17:33

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5 replies

Userlevel 6
Badge +4

Hi @max21 Yes, will revert to you shortly with the details to make the reason code mandatory on the SO lines

Thanks

Userlevel 6
Badge +4

Hi @max21 The settings “Require Reason Code” is in the Order Types Screen. Please find the below details showing the functionality.

  1. Configuration in “Order Types” Screen - >Templates Tab -  Configuring “Reason code” as manadatory on the SOLines for OrderType=SO
  1. User will receive error, as shown in the below screenshots:

 

Thanks

 

@ChandrasekharM Thanks for the reply. So the assumption here is that discounted/free orders would need to go under their own order type. There’s not a way to make the requirement dynamic based on the product margin? Just clarifying, thanks. 

Userlevel 6
Badge +4

Hi @max21 Yes, if possible make them as a separate order Type. Or else, making the reason code as “required” based on the Sales Order Line Item Margin is a customization.

Thanks

Userlevel 6
Badge +4

Hi @max21 Here is another workaround to handle this without any customizations. Let me know for any assistance.

  1. As shown below, advise users to use the Discount Percent or the Discount Amount fields to provide such discounts.
  2. For tracking those Sales Order line, Create a generic Inquiry to extract those SO lines that has Discount

Thanks

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