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Create Reason#

🔒 Reason.Create

🔒 Reason.CreateTemplate

🔒 Reason.CreateFromTemplate

Overview#

This operation is used to create a Reason. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Reason does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

  1. Provide a name for the Reason.
  2. Optionally, provide a description of the Reason.

Step 2: Information#

  1. Select the Reason type (Bonus, Defect, Hold, Loss (default), Off Flow).

  2. For Reasons of type Loss and Bonus, it's possible to define the following:

    • Whether to exclude the Reason from the Step Yield calculations.
    • Whether to exclude the Reason from the Resource Yield calculations.

  3. For Reasons of type Hold, it's possible to define the following:

    • A security role. If a security role is defined for a Hold Reason, only users from that role are able to release the Material from Hold.
    • Whether multiple concurrent holds for the same Reason are allowed or not.
    • A Distribution List - email address list that is used to message a group of recipients.

  4. Optionally, define a Reason category (from the Lookup Table ReasonCategory) to classify the reasons according to some logical group.

  5. If Attributes are defined for the Reason entity, they may be set in the following page by selecting Next.
  6. Select Create to complete the operation and the new Reason will be created.

create_reason