Reason Codes Maintenance
Reason codes are used in sales quotes, shop floor reporting, and the Product Change Control (PCC) module. Other custom uses can be added as needed.
With sales quotes, reason codes are often used to record why a quote was not accepted, such as price or delivery. Reason codes let you create codes unique to your business.
Use codes of type QUOTE in the Reason Lost field of sales quotations
Exercise: Sales Quote Control
1 Use Sales Quote Control (7.12.24) to configure settings for sales quotes.
Field | Data |
Quote Prefix: | SQ |
Next Quote: | 1000 |
Are Quotes Printed: | Yes |
Quote Header Comments: | No |
Quote Line Comments: | No |
Days Until Expire: | 60 |
2 Use Sales Quote Accounting Control (36.9.9) to
Field | Data |
Company Address: | 10-300 |
FOB: | Origin |
Calculate Freight by Site: | Yes |
Price Table Required: | No |
Varying Price Data by QO Line: | Yes |
3 Use Reason Codes Maintenance (36.2.17) to set up the following reason codes.
Reason Type | Reason Code |
Quote | Price |
Quote | Delivery |
Quote | Credit |
