Printing the Customer Exposure Report (PCER)

Purpose: The Customer Exposure Report tells you the numbers of customer action notes entered in your company within a given date range, sorted by the reason for the note or the person who entered it. The report includes totals for each reason code, including the quantity of notes entered, in process, resolved, and remaining.

A customer action note is a message about a customer issue or problem that you need to resolve. You can enter or resolve customer action notes in:

• order entry, standard order inquiry, or order maintenance by selecting Options to advance to the Display More Options Screen and selecting Customer Action Notes (you can also use this option in quote entry, inquiry, or maintenance)

• Work with Customers by selecting Customer Actions or selecting Customer Actions for a customer at a selection screen; see Selecting Customers or Creating and Updating Sold-to Customers (WCST)

Pop-up window: Until the note is resolved, a window will pop up in quote entry/maintenance or order entry/maintenance when you select a quote or order to remind you of the open issue. The window will also pop up in Work with Return Authorizations if the Display Customer Action Notes/Messages in RA (F64) system control value is selected.

You can assign customer action reason codes to action notes to help you track common issues your customers raise.

Menu option: You can also work with customer action issues through Work with Email by Order Number Screen.

In this chapter:

• Customer Exposure Report Selection Screen

• Customer Exposure Report by Reason Code

• Customer Exposure Report by User

For more information: See Working with Customer Action Reason Codes (WCAR).

Customer Exposure Report Selection Screen

How to display this screen: Enter PCER in the Fast path field at the top of any menu or select Customer Exposure Report from a menu.

Field	Description
Date from	The beginning date for including notes on the report. The current date defaults. Numeric, 6 positions (in user date format); required.
Date to	The ending date for including notes on the report. The current date defaults. Numeric, 6 positions (in user date format);required.
Sort by fields:
Customer exposure by reason code	Select this field to print the Customer Exposure Report by Reason Code.
Customer exposure by user	Select this field to print the Customer Exposure Report by User.

Instructions:

1. Optionally, enter a different beginning or end date in the Date from or Date to fields.

2. Select the Customer exposure by reason code field to produce the Customer Exposure Report by Reason Code. Select the Customer exposure by user field to produce the Customer Exposure Report by User.

3. Select OK. The system validates your entries and highlights any fields you need to correct. Correct any fields and select OK again.

4. Select Accept. The system submits the job CUSTEXRPT1 to print the Customer Exposure Report by Reason Code or the CUSTEXRPT2 job to print the Customer Exposure Report by User.