Cash Management - Reason Codes (HQ)

Reason Codes are used to perform and record certain functions on the POS such as comps, voids and refunds on a check. If no reason codes exist, the user will be prompted with a text field to enter a custom reason. If reason codes exist, a user cannot enter a custom reason unless that user has the POS permission: AllowCustomReasons

Reason codes can be reported on in either the Comps, Refunds or Voids report. Custom reasons can be viewed in these reports, but you cannot filter for custom reasons, only reason codes.

To access Cash Management – Reasons Codes navigate to your site, select "Cash Management" on the left-hand menu and then select "Reasons".

Permission Requirements: View Reason Code, Add Reason Code, Edit Reason Code, Delete Reason Code

Cash Management – Reason Codes Fields

FIELD	DESCRIPTION
REASON	Enter the name of the Reason Code.
EID	Unique identifier, used for enterprise management.
DESCRIPTION	Enter a description of the Reason Code (optional).
TYPE	Comp, Void, or Refund.
DATE CREATED	The date the Reason Code was created in HQ.
CREATED BY	The user that created the Reason Code for the site.
ACTIONS - EDIT / DELETE	Allows user to edit or delete an existing record if they have the appropriate user permission.

Reason Codes

On this page, click Add Reason Code to add a reason code. Alternatively, you can edit or delete an active reason code assuming you have the correct above store permissions.

The Add Reason Code window will prompt you to enter the Reason name, EID (optional), Description, and Type. The Reason Name in many cases is self-explanatory so it will often be the same typed for the Description. The Type is referring to the discount type such as a comp, refund or void. Hit Save to add it to the list of available reason codes.

Reason Codes do not need to be Published in TRAY HQ.

FIELD	DESCRIPTION
REASON	Enter the name of the Reason Code.
EID	Unique identifier, used for enterprise management (optional).
DESCRIPTION	Enter a description of the Reason Code (optional).
TYPE	Comp, Void, or Refund (system / hard coded).

Note:  Reason Codes can be pushed from the Node but do not get automatically inherit to a site when a site is created.

Below is a link to POS functionality regarding “Comps”, “Voids”, and “Refunds”.

Comps, Voids, and Refunds (POS)