Reason Codes

Create Reason Codes to be selected when placing a Tank On Hold to prevent deliveries being scheduled for a tank.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Oil & Energy module > Main Menu > Reason Codes.

Use the drop down list in Type to select a specific type of Reason Code or use Fast Find for a keyword search.

Click to add a line to the Access Reason Codes grid.

Enter up to 6 alpha-numeric characters as the ID.

Use the drop down list tin Status to set a new Reason Code to Active

Select a Type for the Reason Code

  • Gas System Check
  • Leak Test
  • Tank on Hold

Enter a Description for the Reason Code.

Use the Account field to reference a General Ledger account if needed and click the Vehicle Tracking checkbox if a Reason Code should be supplied for transactions utilizing Vehicle Tracking.

Reason Codes are available for use after is selected.