Parts Lost Sales, Parts Requisitions Configuration: Lost Sales
Use the Parts Lost Sales screen to set up lost sales reason codes for use within the parts application. Valid lost sale reason codes appear on the Parts - Lost Sales screen after recording a lost sale.
Note: Users are only required to select a requisition lost sale reason code/lost sale reason code when recording a lost sale if there are valid codes configured on this screen and the Record Requisitions Lost Sale Reasons/Record Lost Sale Reasons switch is activated on the Authorization List For Product Support - Parts Invoicing screen.
To open the Parts Lost Sales screen, navigate to Configuration > Parts > General > Parts Lost Sales.
The fields on the Parts Lost Sales/Parts Requisition Lost Sales screen are:
| Field | Description |
|---|---|
| Code | A three digit code representing the lost sales code within the parts application. |
| Description | A brief description of the lost sales code. |
| Record Demand | If selected, a demand is recorded in the parts system when this lost sale reason code is used to indicate a parts lost sale. |
| Active for System |
Controls whether the lost sales code is active for use within the parts system.
This field appears only by accessing the Parts Lost Sales/Parts Requisition Lost Sales screen by clicking a Code. |
Use these buttons to complete your work on the Parts Lost Sales/Parts Requisition Lost Sales screen:
| Button | Description |
|---|---|
| Save | Saves changes made on the Parts Lost Sales/Parts Requisition Lost Sales screen. |
| Copy |
Creates a copy of the lost sales code. This button appears only by accessing the Parts Lost Sales/Parts Requisition Lost Sales screen by clicking a Code. |
| Save & New |
Saves a newly added lost sales code and refreshes the Parts Lost Sales/Parts Requisition Lost Sales screen, allowing you to add another lost sales code without closing the screen. This button appears only by accessing the Parts Lost Sales/Parts Requisition Lost Sales screen by clicking the Need to create a new lost sale code? Click here to add link. |
| Save & Next |
Saves any edits/changes made to the selected lost sales code and scrolls through to the next lost sales code in the list to apply any edits/changes. This button appears only by accessing the Parts Lost Sales/Parts Requisition Lost Sales screen by clicking a Code. |
| Close | Closes the Parts Lost Sales/Parts Requisition Lost Sales screen without saving and returns to the Parts Lost Sales/Parts Requisition Lost Sales screen. |