How to Add Return Reasons to the Return to Supplier Markup Tool

Applies To

• ERP System: All
• MarkView Version: All

Behavior

• When placing the Return to Supplier markup on a workitem there is a 'Return Reason' field.
  
  How do I add reasons to this field?

Known Causes

In some cases customers may want to configure the Return Reasons available in the Return to Supplier markup.

Resolution

1. Create a new "Message" in Markview Administration "Messages" tab as follows:
       Component: MVAP_RETURN_REASON
       Message Name: Enter a name (ex: "Not our Supplier")
       Message type: Label
       Description: Optional - Can create a longer description.
       Retain: Select "Yes"
       Changeable: Select "Yes"
       Style: (Leave blank)
   • Click Save. Now complete the Message Translations subtab for the Message you just created, as follows:
         Language Name: Select the language you would like the message to appear in.
         Text translation: Enter a text description for the reason for return (ie "We do not do business with this supplier")
   • Click Save. (You do not need to complete any other subtab)
   • Repeat these steps for each reason you want to include in the "Return Reasons".
2. Configure the return reason for an Organization or on global level (All Organizations) as follows:
   • From MarkView home , select Administration > Module Admin > Organizations.
   • Continue as follows:
     • If assigning invoice return reasons for a selected organization, locate the organization and click Configuration.
     • If assigning invoice return reasons for all organizations, select Global Configuration.
   • Select Invoice Return Reasons (The page displays the reasons already assigned to the organization).
   • Click Add and select the Message Name to add.
   • Repeat this procedure for each reason to include in the Return Reason list of values.

Keywords: Supplier, Vendor, Return, Reason, LOV