Reason Code

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🛠️ Understanding Reason Code


❓ What is a Reason Code?

A Reason Code provides an explanation for specific user actions such as:

  • Inventory Adjustments (e.g. Transfers, Status Changes, Stock Adjustments)

  • Shipment Holds

  • Shipment Cancels

  • Shipment Deletes

Each reason must be linked to a Reason Class ID.


🔎 Accessing Reason Code

  1. Open the Navigation menu.

  2. Search for and select “Reason Code”.

  3. Or go to Configuration > System Setup > Reason Code.


➕ Adding a Reason Code

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

add uom

Enter Required Fields

Reason Code updated

Fill in the required fields:

  • Reason Code – Use a clear, descriptive name.

  • Reason Class ID – Choose one of the following:

    • Adjustment

    • Shipment Hold

    • Shipment Cancel

    • Shipment Delete

  • Adjustment Type (for Adjustment reasons only) – Link to a valid adjustment type.

  • ✅ Ensure ‘Active’ is checked.

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.