# Help & Troubleshooting — Configurations _Help and Troubleshooting › Configurations_ ## 2 Factor Authentication | Symptom | Likely cause | Fix | |---|---|---| | The required user record is not visible. | The current user or field filter is too restrictive. | Review **Filter by user** and **Filter by field**, adjust the criteria, then select **Refresh (icn icn-update)**. | | The displayed list does not reflect recent changes. | The screen has not been refreshed. | Select **Refresh (icn icn-update)** and review the displayed entries again. | | A file was added but is not retained. | The attachment was not confirmed or the record was not saved. | Use **Attach**, confirm with **Ok**, verify the file in **Files** (`files[]`), then select **Save** or **Save and Close**. | | You cannot confirm which record you are working on. | Multiple entries may be selected or the view is not filtered. | Check **Selected items** and apply **Filter by user** before using **Two-Factor Authentication (twoFactorAuth)**, **Log History (logHistory)**, or **Attach**. | [Open the full page](doc:2-factor-authentication-guide) ## Account Managers | Symptom | Likely cause | Fix | |---|---|---| | The required account manager does not appear in the list. | The list is not filtered to the correct value, or the search query is too specific. | Review or clear the value in **Search**, then use **Select...** or **Select** to refine the records again. | | Important account manager details are not visible. | The current layout does not include the required columns. | Select **Columns Chooser** and include the needed columns, or select **Standard Layout**. | | A custom list arrangement is not retained. | The layout changes were not saved or updated. | Use **Save** for a new layout or **Update Current** for the selected layout. | | The wrong layout is displayed. | A different layout is currently selected. | Select **Standard Layout** to return to the default list arrangement, then select or create the required layout. | [Open the full page](doc:account-managers-guide) ## Frequent Currencies | Symptom | Likely cause | Fix | |---|---|---| | The required currency is not visible. | The list may not be filtered correctly, or the displayed information may need refreshing. | Enter a code or name in **Search**, select **Apply filter**, and then select **Refresh (icn-update)** if necessary. | | The list shows too many records to review efficiently. | No search or filter has been applied. | Enter a relevant currency code or name in **Search**, then select **Apply filter**. | | The filtered result is no longer needed. | A search or filter operation is still active. | Select **Cancel** and review the list again. | | A required currency cannot be found after searching and refreshing. | The currency may not be present in the frequent-currency list. | Select **New** to start a new record. Complete only the fields and actions shown in the new-record view. | [Open the full page](doc:frequent-currencies) ## Flags | Symptom | Likely cause | Fix | |---|---|---| | The required flag is not shown. | The search text is too specific, incomplete, or incorrect. | Revise the value in **Search** and select **Apply filter** again. Try a shorter or alternative keyword. | | The list still does not show expected results after searching. | The displayed information may need to be updated. | Select **Update (icn-update)**, then repeat the search and select **Apply filter**. | | A new flag was started but should not be created. | The record is not ready for confirmation or an existing flag was found. | Select **Cancel**, then search the list again using **Search** and **Apply filter**. | | The exported list does not contain the expected records. | The export was created from a filtered display. | Review the current value in **Search**, select **Apply filter**, confirm the displayed list, and then select **Export** again. | [Open the full page](doc:flags) ## Branches | Symptom | Likely cause | Fix | |---|---|---| | Changes are not visible after leaving the branch form. | The form was closed without selecting a save action. | Reopen the branch record, enter the changes again, and select **Save** or **Save and Close**. | | The wrong branch information was updated. | The branch record was not checked before editing. | Review **Branch** and **Full Name** before changing legal, tax, or address information. Save the corrected values with **Save** or **Save and Close**. | | A branch selection cannot be completed. | A selection window may still be open. | Choose the required value and select **Select** to confirm it. | | A branch was deleted by mistake. | **Delete** was selected for the wrong record. | Check whether the branch can be entered again using the branch entry form. The supplied screens do not show a restore action. | [Open the full page](doc:branches) ## Products | Symptom | Likely cause | Fix | |---|---|---| | The required product is not visible. | The list is not filtered to the correct description, or the desired product is not present in the displayed results. | Enter a more specific value in **Search** and review the results. If no suitable record exists, select **New** to begin a record. | | The product list does not show the information needed for review. | The active layout does not include the required columns. | Select **Columns Chooser**, adjust the displayed columns, and select **Update Current** or save a new layout with **Add Layout**. | | A layout change was made by mistake. | The current layout was updated unintentionally. | Select **Standard Layout** to use the standard page arrangement. For future changes, use **Add Layout** before saving a separate view. | | A layout was removed unexpectedly. | **Delete Current** was selected while that layout was active. | Recreate the required layout with **Add Layout**, enter a new **Layout name**, select the needed columns through **Columns Chooser**, and select **Save**. | [Open the full page](doc:products-guide) ## Custom Fields | Symptom | Likely cause | Fix | |---|---|---| | The required item is not visible for selection. | The current user or field filter may be too restrictive. | Review **Filter by user** and **Filter by field**, then use **please select** or **Select...** again. | | The wrong items appear in **Selected items**. | An incorrect value was selected or the selection was made before filters were reviewed. | Recheck the filters, select the appropriate value with **Select...**, use **Select**, and verify **Selected items** before saving. | | The selection was saved but the screen remains open. | **Save** was selected instead of **Save and Close**. | After confirming the selection, select **Save and Close** when you are finished with the screen. | | A required supporting file cannot be confirmed. | The file list has not been reviewed after using **Attach**. | Use **Attach** as required and check **files[]** before selecting **Save** or **Save and Close**. | [Open the full page](doc:custom-fields-guide) ## Dashboard Settings | Symptom | Likely cause | Fix | |---|---|---| | The required layout is not visible. | A search value may be filtering the list. | Clear or revise **Search**, then locate the layout again. | | Changes to an existing layout are not reflected. | The layout may not have been updated after editing. | Select the required layout and use **Update Current**. | | A new layout is not available after entry. | The new layout may not have been saved. | Confirm **Layout name** is entered and select **Save**. | | The wrong layout is selected for removal. | The current layout was not reviewed before deletion. | Stop before using **Delete Current**, locate the correct layout with **Search**, and verify the selected record. | [Open the full page](doc:dashboard-settings-guide) ## Dynamic Validation | Symptom | Likely cause | Fix | |---|---|---| | You cannot complete the selection. | An option has not been confirmed. | Choose an available value in **Please Select...**, then select **Select**. | | A file is not associated with the configuration. | The file was not added or the file dialog was not confirmed. | Select **Attach**, add the file to **files[]**, and select **Ok** when available. | | Changes are not retained. | The screen was closed without using a save action. | Select **Save** to remain on the screen, or **Save and Close** to save and exit. | | You cannot find a setting on the current tab. | The setting may be presented under a different Dynamic Validation tab. | Review **integration with crms**, **reports settings**, **shareable content**, **templates**, and **work procedure settings**. | [Open the full page](doc:dynamic-validation-guide) ## Banks | Symptom | Likely cause | Fix | |---|---|---| | The required bank does not appear in the results. | The search term is too specific, incorrect, or the wrong tab is selected. | Select **bank accounts**, revise the value in **Search**, and select **Apply filter** again. | | The required L/G information is not visible. | You are viewing bank account records rather than L/G facility records. | Select **lgs facilities** and review the available facility records. | | The export contains unrelated records. | **Export** was selected before the results were narrowed. | Enter the appropriate criteria in **Search**, select **Apply filter**, verify the displayed records, and then select **Export**. | | You cannot confirm whether a new bank record was saved. | The provided Finance Settings screen does not show the entry fields or a save action. | Use **New** to start the entry process and complete it according to your organisation's approved procedure; do not treat **Ok** as a documented save action for bank records. | [Open the full page](doc:banks) ## Invoice Settings | Symptom | Likely cause | Fix | |---|---|---| | The expected information is not displayed. | A filter is limiting the current view. | Review **Filter by user** and **Filter by field**, then confirm the resulting **Selected items**. | | A file is not available with the configuration. | The supporting document has not been attached to the current record. | Select **Attach** and confirm that the file appears in **files[]**. | | You are unsure whether the correct company configuration was updated. | The active company tab was not confirmed before saving. | Open the relevant company tab, review its displayed settings, and use **logHistory** where available. | | You need to continue working after an update, but the page has closed. | **Save and Close** was selected. | Reopen **Configurations** > **Finance Settings** > **Invoice Settings**, select the required company tab, and continue the review. | [Open the full page](doc:invoice-settings) ## Activity Purpose | Symptom | Likely cause | Fix | |---|---|---| | The required activity purpose is not visible. | The list has not been searched or filtered using the relevant wording. | Enter a relevant term in **Search** and select **Apply filter**. | | A new purpose should not be retained. | The new-record form was opened unnecessarily or the information is incomplete. | Select **Cancel** rather than **Ok**. | | The export does not contain the expected visible records. | The required search criteria may not have been applied before export. | Set the required value in **Search**, select **Apply filter**, verify the list, and then select **Export**. | | Supporting material is not associated with the activity-purpose entry. | A file may not have been attached during entry. | Use **Attach** and review the **files[]** field before selecting **Ok**. | [Open the full page](doc:activity-purpose) ## Lost Reasons | Symptom | Likely cause | Fix | |---|---|---| | The required reason does not appear in the list. | The list is filtered by the current search criteria. | Clear or revise **Search**, then select **Apply filter** again. | | A similar reason already exists. | The reason list contains an existing record with comparable wording. | Use the existing record where it accurately represents the outcome; create a new record only when the business reason is materially different. | | A new reason was not retained. | The new record was cancelled or not confirmed. | Create the record again using **New** and select **Ok** after entering the required information. | | The exported list contains more or fewer records than expected. | The current search filter affects the displayed records being reviewed. | Check **Search**, select **Apply filter**, and then select **Export** again. | [Open the full page](doc:lost-reasons) ## Inquiry Status | Symptom | Likely cause | Fix | |---|---|---| | The expected record is not displayed. | The incorrect tab is selected, or the current search/filter criteria exclude the record. | Select the appropriate category tab, clear or revise **Search**, and select **Apply filter** again. | | A similar reason already exists. | A record was created without first checking the relevant category. | Search the selected tab before creating another record. Retain the existing record where it meets the requirement. | | The export does not contain the expected records. | The wrong tab or an overly restrictive filter was active when **Export** was selected. | Select the required tab, review **Search** and filter criteria, select **Apply filter**, and then select **Export** again. | | A new record should not be retained. | The entry is incomplete or was started in error. | Select **Cancel** before confirming the record with **Ok**. | [Open the full page](doc:inquiry-status) ## Order Cancellation Reasons | Symptom | Likely cause | Fix | |---|---|---| | You cannot find a cancellation reason. | The search term is too specific, or the filter has not been applied. | Enter a broader term in **Search**, then select **Apply filter**. | | The results do not reflect the search you intended. | An incorrect or unwanted search action is still active. | Select **Cancel**, then enter the required search text again and select **Apply filter**. | | You are unsure whether to create a new reason. | A similar shared classification may already exist. | Search for equivalent wording and confirm the approved classification before selecting **New**. | | You cannot maintain the list. | Your user account may not have permission to maintain the shared configuration list. | Confirm that you have access to **Configurations > General Settings > Order Cancellation Reasons** and the required maintenance permission. | [Open the full page](doc:order-cancellation-reasons) ## Order Activation Conditions | Symptom | Likely cause | Fix | |---|---|---| | You cannot access Order Activation Conditions. | Login details may be required or may not have been accepted. | Re-enter **Enter User Name** and **Enter Password**, then select **Login**. | | The required condition or cancellation reason does not appear. | The current search or filter may be too restrictive, or no matching record is displayed. | Clear or revise the search criteria, then select **Apply filter** again. | | You started a new record unintentionally. | **New** was selected before confirming that a new entry was required. | Select **Cancel** to stop the current action. | | The exported list does not contain the expected records. | The current view may have been filtered or searched before export. | Review the active search and filtering criteria, apply the intended criteria with **Apply filter**, and then select **Export** again. | [Open the full page](doc:order-activation-conditions) ## Regret Reasons | Symptom | Likely cause | Fix | |---|---|---| | You cannot access the Regret Reasons page. | The screen requires sign-in details. | Enter valid values in **Enter User Name** and **Enter Password**, then select **Login**. | | The required reason does not appear in the list. | A search or filter may be restricting the displayed records. | Clear or revise **Search**, then select **Apply filter**. | | You are unsure whether to create a new reason. | A similar standardized reason may already exist. | Search using related keywords and review the filtered results before selecting **New**. | | You no longer want to continue with the current action. | A create, update, or other screen action is still in progress. | Select **Cancel** where it is available. | [Open the full page](doc:regret-reasons) ## Margin Items | Symptom | Likely cause | Fix | |---|---|---| | The required record is not visible. | A search term or filter is limiting the list, or the wrong tab is selected. | Check the selected tab, revise **Search**, and select **Apply filter**. | | A new record was created in the wrong category. | **New** was selected before choosing the appropriate tab. | Return to the required tab and create or maintain the record there. The screen does not provide a listed move action between tabs. | | An update should not be saved. | The record is still in the current action form. | Select **Cancel** before selecting **Ok**. | | A review requires supporting evidence, but no document is available with the record. | A file was not attached during record maintenance. | Use **Attach** and review available files through **files[]** where applicable. | [Open the full page](doc:margin-items) ## Rating Types | Symptom | Likely cause | Fix | |---|---|---| | A required rating type is not visible. | The list may be filtered, or the search term may be too specific. | Review **Search**, adjust or clear the criteria, and select **Apply filter** again. Use **Cancel** if you need to exit the current filter action. | | Multiple similar rating types are displayed. | Existing scales may use similar type names or response values. | Review the listed rating values before selecting **New**. Use the existing type when it provides the required scale. | | You need to share the rating type list with another team. | The information is only displayed in the ISO settings list. | Select **Export** to produce an exported copy of the displayed information. | | You need to continue from rating types to survey activity. | Rating Types and Customer Satisfaction Surveys are accessed through related workflow controls. | Select **Customer satisfaction survay** to open the related survey area. | [Open the full page](doc:rating-types) ## Customer Satisfaction Survey | Symptom | Likely Cause | Fix | |---|---|---| | The required survey record is not visible. | The list contains more records than the current view shows, or the search criteria are too broad. | Enter a more specific value in **Search** and select **Apply filter**. | | The survey questions are not displayed. | The wrong survey record may be selected, or the **questions** tab has not been opened. | Return to **iso settings**, select the intended survey record, and then open **questions**. | | A file is not visible after attempting to add it. | The attachment may not have been confirmed or may not have been added to the selected record. | Use **Attach** again, complete the available confirmation with **Ok**, and check **files[]**. | | Exported information is broader than expected. | No search or filter was applied before exporting. | Use **Search** and **Apply filter**, verify the displayed records, then select **Export** again. | [Open the full page](doc:customer-satisfaction-survay) ## Integration With Other CRMs Settings | Symptom | Likely cause | Fix | |---|---|---| | The required CRM integration setting is not visible. | The incorrect tab is selected. | Review each available tab and select the integration context required for the task. | | A supporting document is missing from the setting. | No file has been added to **files[]**, or the attachment has not been confirmed. | Select **Attach**, add the required file, select **Ok** if prompted, and then select **Save**. | | Changes to the ExternalApp value are not retained. | The page was closed or another tab was selected without saving. | Return to the relevant tab, review **ExternalApp**, and select **Save** or **Save and Close**. | | The user is unsure whether the setting applies to the intended business context. | The tab name was not checked before reviewing the field values. | Confirm the tab name first, then review **ExternalApp** and **files[]** within that tab. | [Open the full page](doc:integration-with-other-crms-settings-guide) ## Manage Demo Data | Symptom | Likely cause | Fix | |---|---|---| | The required demo data file is not available in **files[]**. | The file has not been added to the page. | Select **Attach**, add the required file, and verify that it appears in **files[]**. | | An unnecessary file remains in the demo data list. | The file has been retained rather than removed. | Confirm that the file is no longer required, then select **Delete**. | | You are not ready to import the current set of files. | The **files[]** list contains files that have not been reviewed. | Review the list, use **Keep** for files that should remain available, and use **Delete** for files that should not remain before selecting **Import demo data**. | | A confirmation remains on screen after an action. | The page is awaiting acknowledgement. | Select **Ok** to confirm the displayed action. | [Open the full page](doc:manage-demo-data-guide) ## Product Categories | Symptom | Likely cause | Fix | |---|---|---| | You cannot find the category you expect in the list. | The list contains many records or the current display does not show the required record. | Use **Filter (icn-filter)** to narrow the list, then use **Update (icn-update)** if you need to refresh the displayed information. | | A new category was started but should not be retained. | An existing category was found, or the category details are incomplete. | Click **Cancel** rather than **Ok**, then return to the category list and review the existing records. | | The export contains records that are not relevant to the request. | The list was exported before the display was narrowed. | Apply **Filter (icn-filter)** first, confirm the displayed records, and then click **Export** again. | | A supporting file was not accepted. | The attachment activity was cancelled or was not completed. | Use **Attach**, provide the file through **Files (files[])**, and click **Ok** to accept the activity. | [Open the full page](doc:product-categories) ## PM Statuses | Symptom | Likely cause | Fix | |---|---|---| | The required PM status does not appear in the list. | A search or filter may be limiting the visible records. | Review the value in **Search**, select **Cancel** if appropriate, and run the search again with a broader term. | | The export does not contain the expected records. | The current filter may not have been applied before exporting. | Enter the required value in **Search**, select **Apply filter**, verify the displayed list, and then select **Export**. | | You cannot confirm what will happen after selecting an action. | The screen data does not define the results of **Update (icn-update)**, **Tickets**, **Attach**, or **Settings (icn icn-settings)**. | Open the action and review the resulting dialog or page before selecting **Ok** or making further changes. | | You need to create a status but do not see the required fields on the PM Statuses list. | The fields are expected to appear after selecting **New**, but the creation form is not included in the captured screen data. | Select **New** and complete only the fields presented in the resulting form. Confirm the record only when the available form provides a confirmation action. | [Open the full page](doc:pmstatuses) ## Product Serial Combination | Symptom | Likely cause | Fix | |---|---|---| | A required supporting document is not shown after leaving the screen. | The change was not saved. | Reopen the Product Serial Combination screen, add the file through **Attach**, and select **Save**. | | An incorrect file was added. | The attachment was selected before the record was reviewed. | If the change is still unsaved, select **Don't Save** and repeat the attachment process with the correct file. | | A confirmation prompt remains open. | An action requires confirmation. | Review the prompt and select **Ok** when you intend to confirm the action. | | You cannot find the required serial-combination information. | The visible configuration information does not match the expected record. | Review the displayed serial component digits, default values, and count before making changes. | [Open the full page](doc:product-serial-combination) ## Serial Status | Symptom | Likely cause | Fix | |---|---|---| | The required serial status is not visible. | A search filter may be limiting the list. | Clear or revise **Search**, then select **Apply filter**. | | The export contains records that are not needed. | The list was exported without the intended filter. | Enter the required value in **Search**, select **Apply filter**, verify the displayed results, and select **Export** again. | | You cannot determine what information is required for a new record. | The supplied Serial Status screen does not expose the new-record fields or validation requirements. | Select **New** and follow the fields shown in the resulting form; use your organisation’s approved reference-data policy for the status value. | | You need to stop an in-progress action. | A filter, attachment, or other action is still open. | Select **Cancel** where it is available. | [Open the full page](doc:serial-status) ## Categories Question Unit | Symptom | Likely cause | Fix | |---|---|---| | The expected record is not visible. | The list has not been filtered using an appropriate search term. | Enter a more specific value in **Search** and select **Apply filter**. If a filter action is open but no longer required, select **Cancel** and try again. | | You need to attach supporting documentation, but no file is displayed. | No file has been attached through the current action. | Select **Attach**, complete the attachment action, then review **files[]** and select **Ok** when confirmation is presented. | | You need serial-related information rather than category-question-unit list data. | You are viewing the reference-list tab instead of the related serial view. | Select the **serial status** tab and review the available Serial Status information. | [Open the full page](doc:categories-question-unit) ## Categories Questions | Symptom | Likely cause | Fix | |---|---|---| | The list does not show the expected entry. | The current search or filter criteria may be too narrow or may not have been applied. | Review the text in **Search**, revise it if necessary, and select **Apply filter** again. | | The displayed results appear outdated. | The screen may require a refresh. | Select **Refresh (icn-update)**, then repeat the search and filter if required. | | You cannot continue past the access fields. | The screen is requesting user credentials. | Complete **Enter User Name** and **Enter Password**, then select **Login**. | | The exported list contains unexpected entries. | The list was exported before the intended filter was applied. | Return to **Search**, select **Apply filter**, confirm the displayed results, and then select **Export**. | [Open the full page](doc:categories-qustions) ## Reports Settings | Symptom | Likely cause | Fix | |---|---|---| | The required layout cannot be found. | The layout name is unclear or the search criteria are too broad. | Use **Search** with a more specific value and review available **Layout name** entries. | | Changes to a current layout are not retained. | The revised layout was not updated. | Select the correct layout, make the required changes, and select **Update Current**. | | A new layout does not appear in search results. | The layout was created but not saved. | Enter the required **Layout name** and select **Save**. | | The wrong reporting area is being reviewed. | The incorrect reports settings tab is selected. | Select the appropriate tab: **dashboard settings**, **integration with crms**, **targets and budgets**, or **work procedure settings**. | [Open the full page](doc:reports-settings-guide) ## Serial Combinations | Symptom | Likely cause | Fix | |---|---|---| | The required component is not visible. | A filter may be limiting the displayed records. | Review and adjust **Filter by user** and **Filter by field**, then search again. | | The selected component is not included in the combination. | The component was not confirmed through the selection controls or was not retained. | Use **Select A Component** and **Select...** again, verify the entry in **Selected items**, then select **Save**. | | Changes disappear after leaving the page. | The changes were discarded or not saved. | Reopen the serial combination, make the required selections, and select **Save** rather than **Don't Save**. | | Supporting documentation is not associated with the record. | No file was added through the attachment control. | Select **Attach**, add the required file in **files[]**, and save the record if changes were made. | [Open the full page](doc:serial-combinations-guide) ## Shareable Content | Symptom | Likely cause | Fix | |---|---|---| | The content list is too broad to review efficiently. | No filter has been applied, or the current filter is too broad. | Use **Filter by user** and/or **Filter by field** to narrow the displayed content. | | Relevant content is missing from **Selected items**. | The current filtering criteria may exclude the required item, or the item has not been selected. | Review **Filter by user** and **Filter by field**, then update **Selected items** as needed. | | A supporting document is not included with the saved content. | The file was not attached before saving. | Select **Attach**, confirm that the document appears under **Files (files[])**, and then select **Save** or **Save and Close**. | | The screen does not show the information expected after changes. | The displayed information may need to be refreshed. | Select **icn icn-update** and review the updated screen. | [Open the full page](doc:shareable-content-guide) ## Templates | Symptom | Likely Cause | Fix | |---|---|---| | The required template cannot be found. | The file has not been attached, or it is listed under a different template name. | Review the template list and its uploaded file names. If the file is not available, select **Attach** and add the required file. | | A file is attached but the action is not completed. | The attachment has not been confirmed. | Review the selected file in **files[]**, then select **Ok** when it is correct. | | You cannot determine whether a listed template is the current version. | Multiple files or similar template names may exist. | Compare the uploaded file name and uploaded date before using the template. | | You need to manage a related request or issue. | Template file management and ticket work are separate actions on the screen. | Select **Tickets** when your process requires ticket handling. | [Open the full page](doc:templates-guide) ## Base Of Inspection | Symptom | Likely cause | Fix | |---|---|---| | The expected record is not displayed. | The wrong tab may be selected, or the search criteria may be too restrictive. | Select the appropriate tab, review **Search**, and select **Apply filter** again. | | The displayed export does not contain the expected records. | The list may have been exported before the correct tab or filter was selected. | Return to the required tab, apply the appropriate filter, verify the displayed records, and select **Export** again. | | A supporting file is not visible. | The file may not have been attached in the current record context. | Select the relevant tab and record context, use **Attach** if required, then review **files[]**. | | An action should not be completed. | A filter or dialog may still be open. | Select **Cancel** to leave the current action without completing it. | [Open the full page](doc:base-of-inspection) ## Inspection Document | Symptom | Likely cause | Fix | |---|---|---| | The required inspection document is not visible. | The list is not sufficiently narrowed or the current tab does not display the required record. | Enter a more specific value in **Search**, select **Apply filter**, and review both **Base of inspection** and **Warehouse settings**. | | A supporting file is not shown for the document. | The file has not been attached, or the current action was not accepted. | Select **Attach**, verify the file appears in **files[]**, then select **Ok**. | | The export contains unexpected records. | The list was exported without the intended search or filter criteria. | Return to the document list, set the required **Search** criteria, select **Apply filter**, and then select **Export** again. | | The current action should not be retained. | The document details or selected file require correction. | Select **Cancel**, revise the required information or attachment, and continue only when ready. | [Open the full page](doc:inspection-document) ## Warehouses | Symptom | Likely cause | Fix | |---|---|---| | The required warehouse does not appear in the list. | The current list is filtered by a search value. | Clear or change **Search**, then review the warehouse list again. | | The warehouse details needed for review are not visible. | The current layout does not display the required columns. | Select **Columns Chooser**, add the required columns, and select **Update Current** or **Save**. | | A layout change is not retained. | The revised layout was not saved or the update was cancelled. | Select **Update Current** for an existing layout, or select **Save** after creating a layout. | | The wrong list layout is displayed. | A non-standard saved layout is active. | Select **Standard Layout** to return to the standard warehouse-list arrangement. | [Open the full page](doc:warehouses) ## Service Types | Symptom | Likely cause | Fix | |---|---|---| | No Service Types records are displayed. | The list currently has no visible records, or the active filter does not match any records. | Check the displayed count, revise the value in **Search**, select **Apply filter**, or select **Cancel** to stop using the current filter. | | The expected record cannot be found. | The search term may not match the available record, or the record may not be present. | Try a different search term and select **Apply filter**. If the required record is still not available, select **New** to begin the record-entry process. | | A user cannot determine how to complete a new Service Types record. | The Service Types list screen does not expose the new-record fields or save action. | Select **New** and follow the fields and confirmation controls shown on the subsequent screen. Do not infer required values from the list view. | | The exported result is not the expected set of records. | The list may have been exported before the intended search or filter was applied. | Set the required value in **Search**, select **Apply filter**, verify the displayed list, and then select **Export**. | [Open the full page](doc:service-types) ## Transfer Reasons | Symptom | Likely cause | Fix | |---|---|---| | No records are displayed after filtering. | The search value or applied filter does not match available records. | Revise the value in **Search** and select **Apply filter** again. If you do not want to continue with the filter action, select **Cancel**. | | The required transfer reason cannot be found. | The reason may not be included in the currently displayed records. | Search for an alternative term, review the **service types** tab, or select **New** to begin creating a new entry. | | The exported list does not contain the expected records. | The list was exported with the current search or filter criteria applied. | Review **Search** and the active filter criteria, then select **Apply filter** before selecting **Export** again. | [Open the full page](doc:transfer-reasons) ## Warehouse Product Types | Symptom | Likely cause | Fix | |---|---|---| | You cannot access the Warehouse Product Types list. | The system is displaying the login prompt, or your user session is not active. | Enter the required values in **Enter User Name** and **Enter Password**, then select **Login**. | | The required product type is not visible. | The list has not been filtered with a relevant search value, or the current search does not match the record. | Clear or revise **Search**, then select **Apply filter** again and review the resulting list. | | You are unsure whether to create a new record. | An existing record may already be available under a similar name. | Search the list first and select **Apply filter**. Select **New** only after reviewing the results. | | The exported output contains more records than expected. | The list was exported before the intended search or filter was applied. | Return to the list, enter the required value in **Search**, select **Apply filter**, then select **Export** again. | [Open the full page](doc:warehouse-product-types)