Create an item reason group

An item reason group contains similar item reasons. You can assign multiple item reason groups to an item class.

If no item reason group is selected, the default item reason group is assigned to an item class.

Item reason groups are user-defined groups. You can create as many item reason groups as required.

Create an item reason group

1. Open or go to the Item Reasons workspace tab.

2. Do one of the following:

   • Press the Ctrl+N keys.

   • Right-click in the tab and on the context menu click New Item Reason Group.

   • On the ribbon, go to the Home tab and on the New menu click New Item Reason Group.

   A new item reason group is added.

3. In the new item reason group's Properties window, complete the following settings:

   Group Description

   A brief description for the item reason group. The description describes the grouping of item reasons and identifies the item reason group in the data records, so must be unique.

   Group Type

   The group type. The group type indicates the situation in which the reasons in this group is used. This limits the reason choice, when reporting the consumption or production of an item to only those appropriate for the situation. For example, only reason groups (and their reasons) of type Production are available when successful production quantities are reported. You can select the following group types:

   • Production: Used for reporting production.

   • Consumption: Used for reporting consumption.

   • Manual Waste/Rejects: Used for reporting rejected quantities or waste production.

     Classes Linked To Group

     The item classes linked to this reason group. For more information on linking an item reason group to an item class, see Link item reason groups to an item class.

     Entities Linked To Group

     The entities linked to this item reason group.

     To restrict the reasons that can be applied to item production or consumption for jobs running on an entity, allowable item reason groups can be selected for the entity. If an item reason group has been assigned to any entities as an allowable reason group, those entities are listed here. See Assign item reason groups to an entity.

4. Save the changes.

You can modify the properties of an existing item reason group in the Properties window.