Reason Code Maintenance

Use Reason Code Maintenance to maintain information about Reason Codes, which explain why certain Transaction Codes are used for customer transactions.  For example, you may be prompted to assign a Reason Code if you try to remove a customer from the Lien workfile after they have qualified to receive a Lien letter.  Reason Codes can be used during lien processing, past due processing, shut off processing, Bill Entry and Cash Receipts Entry.

Tips:

• The Transaction Code's Reason Type setting determines if a Reason Code is required or requested when the Transaction Code is used.

• For additional information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Reason Code Maintenance, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Code Maintenance.

  4.  Click Miscellaneous Maintenance.

  5.  Click Reason Code Maintenance.
  
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [c] [i] [e] [e] [ENTER].

   

  Reason Code Maintenance Window Example:

  

• Creating a new Reason Code, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Reason Code ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Reason Code ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Reason Code, New  displays near the Reason Code ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Reason Code Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Reason Code ID	Enter the unique identification for the Reason Code. (up to 5 characters) Required
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Reason Codes, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Reason Code, enter the Reason Code ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the Title for the Reason Code. (up to 20 characters)
  Description	Enter the full Description associated with the Reason Code. (up to 40 characters)

   

• Editing an existing Reason Code, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Reason Code ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Reason Code ID, you can click Search  to see a list of Reason Codes.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing Reason Code, click More.

   

  1.  To display the record to be deleted, enter the Reason Code ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Reason Code ID, you can click Search  to see a list of Reason Codes.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.