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Static Data
Static Data - Sales: Credit Note Reason
Ribbon Access: Configurator > Static Data> Static Data |
Static Data Listing Screen
- The Static Data listing screen will be displayed.
- Use the filter row or scroll down the list until you find the Sales: Credit Note Reason Codes row.
- Click on the expand icon in this row.
Credit Note Reason Codes Frame
- The Sales: Credit Note Reason Codes frame will be expanded.
- Here you can view a list of Sales Credit Note Reason Codes currently on the system.
Add New Reason Code
- Right click anywhere in a row of the Codes data grid.
- A Process menu will pop up.
- Click on Add - Add New Code.
- The final row in the Codes data grid will now be 'activated'.
- The Code Type, Status and Sort Order columns will now be populated.
- Code: Click in this text box and type in a code specific for this sales credit note reason.
- Code Description: Click in this text box and type in a description for this new sales credit note reason code.
- Code Type: This can remain as None.
- Status: This will auto populate with A - Active.
- Sort Order: Click in this text box and either type in or use the arrow indicators to select the sort order for this new sales credit note reason code.
- Note: The sort order is the order in which this will appear in the sales credit note reason code drop-down list in Nucleus Service. If each sales credit note reason code has the number 1, then the drop-down list will usually default to an alphabetical order in Nucleus Service. If, for example, it is numbered 6, then it will appear 6th in the drop-down list in Nucleus Service.
Save New Reason Code
- When you have finished adding the new sales credit note reason code details, press Enter.
- An Update message box will appear, asking;
- Are you sure you want to save changes to this code?
- Click on Yes.
- The new sales credit note reason code details will be saved and a new row will be added to the Codes data grid.
- Collapse the Codes frame.
MNU.108.001