What are account reason codes?
How to Create and Set Up Reason Codes
This guide explains how to effectively set up and manage reason codes in Clarus WMS. Reason codes are essential for tracking various stock adjustments and order line processes.
Step-by-Step Guide
1. Navigate to the Reason Codes Settings
First, scroll down to the Settings tab and select Reason Codes from the menu. Once on the Reason Codes menu, click New to create a new reason code.
2. Input Reason Code Information
When creating a reason code, you will need to provide the following details:
- Code: This is a unique identifier for the reason code.
- Name: A descriptive title for the code.
- Description: Additional information about the purpose of the code.
- Reason Type: Choose from one of the six predefined reason types.
REMEMBER: There are six different reason types available:- Negative Adjustment: Used to negatively adjust existing stock.
- Positive Adjustment: Used to positively adjust stock, enabling the "Add Stock" feature.
- Hold: Allows you to place available stock into hold status.
- Release: Used to release stock from hold status.
- Short Order Lines: Enables shorting a sales order if insufficient stock is available, generating a pick for items already in stock.
- Account Transfer: Facilitates the transfer of stock between accounts.
3. Activate and Configure Reason Codes
Once the reason code has been created, you can:
- Mark it as Active or Inactive.
- Enable the Generic for All Accounts option to allow the reason code to be used across all accounts. If left unchecked, the code will need to be manually assigned to a specific account.
4. Assign Reason Codes to Accounts
To assign reason codes to accounts:
- Navigate to the Accounts screen under the Settings tab.
- Select the account you want to configure.
- Scroll down to the Assigned Reason Codes tab.
- From the list of created reason codes, select and assign the relevant codes to the account.
FAQs
What are reason codes?
Reason codes are unique identifiers used in Clarus WMS to explain various stock adjustments and order processes, helping to track and manage inventory changes effectively.
How many types of reason codes are there?
There are six different reason types available: Negative Adjustment, Positive Adjustment, Hold, Release, Short Order Lines, and Account Transfer.
Can a reason code be used for all accounts?
Yes, by enabling the "Generic for All Accounts" option, a reason code can be used across all accounts. Otherwise, it must be manually assigned to specific accounts.
Related Articles
How Do I Use Reason Codes?
Understanding Reason Codes Reason Codes in Clarus WMS help you keep track of why stock has been adjusted, held, or released. They provide a clear explanation for every action taken with your stock. Step-by-Step Guide 1. Adjusting Stock When you make ...How Do I Create a File in an SFTP Account When Stock is transferred between accounts?
Automating File Creation for Stock Transfers You can set up automations in Clarus WMS to automatically create and upload files to an SFTP account whenever stock is transferred. This generates dynamic files with relevant event data. Step-by-Step Guide ...How do I short order lines using reason codes in Clarus WMS?
Shorting Orders in Clarus WMS: A Quick Guide When you process an order but don't have enough stock to fulfil it, the order will go into a part-allocated status. This guide explains how to ""short"" the order and close it, using a reason code. ...How do I change account assignments for products via SFTP?
Updating Product Accounts Using the Standard Import File This guide explains how to use the standard product account assignment import file to update multiple product accounts simultaneously, whether you're assigning new accounts or unassigning ...Account Picking Rules
Understanding Picking Rules This article explains how to configure picking rules within Clarus WMS to optimise your stock management. You can adjust pick types, rules, and optimisation settings for pick lists generated under specific accounts. ...