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 will appear on the Parts - Lost Sales screen after recording a lost sale.
To open the Parts Lost Sales screen, navigate to Configuration > Parts > General > Parts Lost Sales.
Note: Users will only be 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.
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 will be 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.
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The button completes work on the Parts Lost Sales/ Parts Requisition Lost Sales screen are:
| Button | Function |
|---|---|
| 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 Salesscreen by clicking on 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 Salesscreen by clicking the Need to create a new lost sale code? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected lost sales code and scroll 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 Salesscreen by clicking on 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. |