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Editing a Reason Code Group

Question & Answer


Question

Editing a Reason Code Group

Answer

Editing a Reason Code Group

About this task

Use the Edit Reason Code Group page to update an existinggroup. You can update any reason code group including the followingstandard groups that Sterling TMS provided:

  • Carrier
  • Consignee
  • Shipper
  • Normal
  • Weather

For example a reason code can only be assigned to one group:

  1. You can edit an existing reason code group and remove a code fromthat group.
  2. You can then assign the code to a new or existing group.

Procedure

To update a reason code group follow these steps:

  1. Click Edit Account > Step1: Profile. The Set Up Organization page opens.
  2. Select Reason Codes and click View/SetUp. The Reason Codes page opens.
  3. Click the Groups tab if it is notalready displayed. This tab lists both the reason codegroups you have defined and the standard groups that are providedby Sterling TMS.
  4. Select the group you want to update and click Edit.The Edit Reason Code Group page opens.
  5. Optional: You can change the ReasonCode Group Name.
  6. To add a code to the group:
    • Select the code in the Available Reason Codes list.
    • Click Add>> to move the code to the SelectedReason Codes list.
  7. To remove a code from the group:
    • Select the code in the Selected Reason Codes list.
    • Click <<Remove to move the code backto the Available Reason Codes list.
  8. When you are done updating the reason code group click Save
Related tasks:
Related reference:
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[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10756731

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