A transaction reason is a standard means of classifying or explaining the reason for a transaction. Transaction reasons can be used in all transaction forms.

You can use these standard transaction reasons with any type of material transaction. Oracle Inventory provides transaction reporting and inquiring capabilities by transaction reason.

   To define a transaction reason:

1. Navigate to the Transaction Reasons window.

2. Enter a unique name for the transaction reason.

   For example, you could define the following reasons to classify adjustment transactions you enter during your cycle count or physical inventory: Theft, Misplaced items, and Damaged items.

3. Enter a reason description in the Description field.

4. If desired enter select a Workflow Name from the list of values.

5. If you entered a workflow name, select a workflow process from the list of values.

6. Select a Reason Type from the list of values. The available choices are as follows:

   Note: In order to record a task exception in Oracle Warehouse Management, you must set up a transaction reason in Oracle Inventory and link it to Reason Type.

   • Load

   • Drop

   • Receiving

   • Replenishment

   • Cycle Count

   • Shipping

   • Update Status

   • QA Update Status

     Note: The Replenishment reason type is disabled

7. If you selected Picking as the Reason Type, select a Reason Context from the list of values. The available choices are as follows:

   • Curtail Pick: End the pick after picking a few LPNs or Lots and load the contents.

   • LPN Exception: Pick partial quantity of the scanned fully consumable LPN.

   • Pick None: End the pick without picking anything.

   • Pick Over: Pick more than the requested quantity.

   • Pick Partial: Split the pick and allow confirmation of less than the requested quantity. You must still pick the entire quantity, but can pick in stages.

   • Pick Short: Specify a quantity less than the requested quantity, and back order the rest of the required quantity.

   • Change Source Locator: Change the location from which the material is picked.

   • Change UOM: Change the transaction unit of measure for the task.

8. Save your work.

9. Close the window when complete.

   To make a transaction reason inactive:

1. Enter the date on which the transaction reason becomes inactive.

   As of this date, you can no longer assign the reason to a transaction.