One moment please...
 

Setup: CRM Maintenance

  back 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.