How To: Setup and Use ISO Preventive Reasons

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ISO Preventive Reasons allow users to record the actions they have taken to ensure that the problem with a stock item doesn't happen again in the future.

Setup ISO Preventive Reasons

  1. Open a System Data screen (show me how).
  2. Open the [ CRM Manager | ISO Preventive Reason ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. Enter the description for the ISO Preventive Reason in the Preventive Reason field.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

Using ISO Preventive Reasons

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | CRM | Comments / Complaints ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   or press F3 located in the top left section of the screen..
  6. If the line is for a new complaint, tick the 'complaint' checkbox; for a comment, leave unticked.
  7. If the comment/complaint is regarding a stock item:
    1. Click pressing the "open folder" button opens the lookup window associated with the button's field. Once the correct data has been found, double-clicking on the item populates the associated field.   in the Stock field or press F8 to open the lookup dialog.
    2. Find and select the stock item from the stock lookup dialog box.
    3. Double click the item or press 'Enter' to add the stock code and description it to the line.
  8. Press F4 in the Status field and select the required status from the list.
  9. If the user responsible is not the user logged in, press F4 in the User field and select the correct user from the list.
  10. Press F4 in the Complaint Type field and select the required complaint from the list  (Optional).
  11. Press F4 in the ISO Preventive Rsn field and select the required ISO Preventive Reason from the list.
  12. Click in the free text field below the entry line selected and enter any notes regarding the comment/complaint  (Optional).
  13. Click in the ISO Preventive Comment field and enter the details.
  14. If the user wishes to add an entry in the Communication Log for the comment/complaint, click the BtnAddtoCommlog.jpg button  (Optional). This will open the [ Customer | Detail | CRM | Communication Log ] tab. To complete the Communication Log entry see How To: Create a Customer Communication Log Entry.
  15. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the entry.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team