Creating reason codes

Whenever you reject a task completely or do not complete the task as expected by the system, you must enter a reason code to indicate why the task execution was modified. Each reason code’s configuration includes information on the type of action the application takes each time the reason code is selected. The reason code can signal the application to assign other actions, such as a cycle count, or to flag that task for supervisor review.

To create a reason code:

  1. Select Configuration > Codes > Task Reason to open the Reasons screen.
  2. Click New to access the Reasons Detail detailed view.
  3. Specify this information:
    Task Manager Reason
    Unique code identifying the reason for rejecting a task completely or shorting a pick task. Required.
    Description
    Description of the reason code.
    LPN Hold Code
    Select a hold code to use if an LPN is placed on hold when this reason code is used.
    Generate Cycle Count for problem location?
    Specify whether a cycle count request should be generated for the problem location. Options are Yes or No.
    Zero Cycle Count Move To Location
    If this check box is selected, the system transfers all the available inventory to the configured location when a RF user specifies the reason code when performing the cycle count. The inventory is moved based on the value specified in the To Location field. This check box is used to reduce discrepancies between the system inventory and physical inventory.
    Note: 
    • By default, this check box is cleared.
    • If this check box is selected, these conditions must be met when you click Save:
      • The Re-issue Task After Release Time field value must be set to No. Else, the Re-issue Task After Release Time should be ‘No’ when ‘Zero cycle count move to location’ error message is displayed.
      • The Task Status field value must be set to Completed. Else, the Task status should be ‘Completed’ when ‘Zero cycle count move to location’ checked error message is displayed.
      • The To Location field value must be specified. Else, the To location is required with ‘Zero cycle count move to location’ checked error message is displayed.
    Re-issue Task After Release Time
    Specify whether the task will be re-issued after release time. Options are Yes or No. If Yes, the Transaction Release Interval is used to determine the amount of time before the task is issued.
    Task Status
    Select a new status to assign to the task when this reason code is used. If the task must still be performed, select Pending. If the task should not be performed, select Complete or Canceled.
    To Location
    Select the location where the items are moved when this reason code is used. The location must exist in the application.
    Location Hold Code
    Select the hold code to apply to the location if this reason code is used for a task.
    Allow transaction to continue processing?
    Specify whether the transaction continues after the reason code is assigned to it. Options are Yes or No.
    Transaction Release Interval (minutes)
    Specify the number of minutes from the time the reason code is used in the task until it should be available to be issued again to a user. The maximum interval time allowed is 99. Changing the interval time associated with a reason code only affects processing from the point the record is saved and onward. Tasks that are already waiting for release for the reason code will not be updated with a new release time.

    Default value: 10

    Re-Allocate Orders
    Specify whether to run the re-allocation process if the order is not picked complete. Possible options:
    • None
    • Do not Reallocate
    • Do not Move Inventory and Reallocate
    • Move Inventory and Reallocate
    • Move Inventory and Do not Reallocate
    • Split Pick with new case ID for remaining: Use this code to split the pick and create a new case ID for the remaining picks. All remaining picks for the original case ID are assigned to the new case ID.
      Note: You must set the Allow transaction to continue processing? field value to Yes when using this option.

      The picker can specify the quantity to pick, which is less than the quantity for the pick when it is cartonized, and specify the reason code. This option can be used with Pooled orders.

      This option can be used with these picking types:

      • Cluster Picking by Order ID
      • Cluster Picking by Case ID
      • Split pick using order pooling
      • Split Pick Assignment Picking with Task Manager
    Use same assignment number for new pick from re-allocation
    If this check box is selected, the system retains the same assignment number for a new pick, when reallocating items.
    Note: You can select this check box only if the Re-Allocate Orders field is set to Move Inventory and Reallocate, or Do Not Move Inventory and Reallocate.
    Skip Assigned Picks
    When you select this field, the fields within the reason code are disabled except for the Description, Re-issue Task after Release Time, Task Status, and Transaction Release Interval fields. The other fields are greyed out and set to default values.
    Create New Cherry Pick Replenishment Task in Same Zone
    Select this box to indicate if a new task is automatically created for a replenishment task when the quantity entered by the user is less than the quantity on the task. You must configure the reason code to move the inventory, that is not located in the location, to a HOLD location. The new replenishment task will be created in the same zone as the original task. All tasks will have the same TO LPN.

    This code can be used for both Cherry Pick and Cherry Pick Multiple.

    Use Same Case Id For New Pick From Re-allocation
    If this check box is selected, the system retains the same case ID for a new pick when reallocating items.
    Note: You can select this check box only if the Re-Allocate Orders field is set to Move Inventory and Reallocate, or Do Not Move Inventory and Reallocate.
    Clear All Allocation Inventory From Pick Location After First Short Pick
    If this check box is selected, the inventory for a first pick item is not available at the pick location, the system moves the inventory from the pick location to a configured location.
    Note: 
    • This check box is displayed only if the SHORTPICKTOZERO parameter is enabled on the Feature Control screen.
    • You can select this check box only if the Re-Allocate Orders field is set to Move Inventory and Reallocate.
    • The inventory is reallocated to the location based on the value specified in the To Location field.
    • In case, a RF user specifies the reason code for the non-availability of the item, the system reallocates this inventory when the pick task is performed.
  4. Click Save.