Short-Close Reasons

1What is this master? #

• One record per reason. Find (F2) loads one, Add (F3) creates, Modify (F4) edits, Save (F5) stores, Esc cancels an edit or closes the page.
• After a save the page stays on the saved record in View mode - press Add (F3) for the next one.
• A starting list is installed with the feature; change it to your own words.

2Step by step #

1. Press Add (F3) , key the reason as the operator should read it, and a line of description.
2. Turn on Remarks required for a catch-all reason, so a close under it must say what happened.
3. Set the display order if it should sit higher or lower in the list, then Save (F5) .
4. A reason nobody should use any more: Modify (F4) , turn Active off, save. It leaves the dialog; old closes keep it.

3Fields #

• Reason - required, up to 100 characters, unique.
• Description - optional, up to 300 characters; shown under the reason in the dialog.
• Display order - 0 to 9999; the dialog lists smaller first, then by name.
• Remarks required - a close with this reason needs remarks.
• Active - offered for new closes.

4Integrity rules #

• The reason name is unique .
• A reason any close has used cannot be deleted - the close log keeps it. Switch it off instead.
• Renaming a reason renames it on the reports too, for old closes as well - they refer to it, they do not copy it. (The desktop screen's remarks text, written at close time, keeps the old wording.)
• Adding, changing and deleting reasons needs Create / Alter / Delete on Linked Transaction Close Reasons in User Manager (Masters tab). The database checks it on every save (permission triggers) and refuses with a message naming the object; everybody may view, and an administrator may do everything.
• Every problem is listed at once, numbered.