Setup: CRM Maintenance
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to How to... Rental
Reason Codes
menu path :
[Rental, Maintenance, Settings]
menu path: [Logistics, Entry, Items]
Reason codes
are used in the Swap function, Reject contract function, Standstill lines and in several Rental reports. Every
reason code represents a business reason for swapping equipment, rejecting a
contract, creating a Standstill,
etc.
The different reason codes are stored as serial
numbers on a single item. This item needs to be filled in the Rental
settings.
- Create an item 'ReasonCodes' in
Logistics
- Select the serial attribute
- Create as many reason
codes as needed, for example:
- EQF -
Equipment Failure
- EXP - Too expensive
- RAIN - Raining day
- etc.