Printing the Exchange Reason Report (PERR)

Purpose: Use this screen to generate the Exchange Reason Report, which you can use to review exchanges processed using various reason codes for a range of dates, including total units exchanged and dollar value. Your options in generating the report include:

• restricting the report to one exchange reason code, or including all codes

• listing the items that were exchanged

The report lists the total dollars exchanged based on the actual selling prices of the items returned for exchange. It does not indicate the prices of the replacement items.

Report based on order line history: When you generate the report, you need to specify a date range for selection. The report includes exchanges processed within the date range you enter, regardless of when the order was first created or when you ship the replacement item. The exchange date is determined by the Order Line History record for the exchange. You can review order line history at the Display Order Line History Screen.

Note: If you use Working with Return Authorizations (WRTA), it is possible to create, receive, and credit an exchange on different dates. In this case, the date range is based on the date you receive the return, because that is when the Order Line History record is created.

Print Exchange Reason Report Screen

How to display this screen: You can display this screen by entering PERR in the Fast path field at the top of a menu, or by selecting Print Exchange Reason Report from a menu.

Field	Description
Start date	Enter the first order date to include on the report. Must be on or before the End date, below. The report includes exchanges processed on that date or later, regardless of when the order was originally created. Based on the Date from the Order Line History table; see the Display Order Line History Screen for more information. Note: If you use Working with Return Authorizations (WRTA), this is the date you receive the exchange, which might differ from the date you create or credit the return authorization for the exchange, or ship the replacement item. Numeric, in user date format; required.
End date	Enter the last order date to include on the report. Must be on or after the Start date. See the discussion of the Start date, above, for more information. Numeric, in user date format; required.
Exchange reason	Optionally, enter an exchange reason code to limit the report to that code. If you leave this field blank, all exchange reason codes are eligible for inclusion on the report. Exchange reason codes are defined in and validated against the Exchange Reason table; see Establishing Exchange Reason Codes (WEXR) for more information. Alphanumeric, 1 position; optional.
Include item	Optionally, select this flag to have the report list the items exchanged. • Selected = The report lists the items exchanged. • Unselected = The report does not list items.

Completing this screen: To generate the Exchange Reason Report:

• Complete the Start date and End date to specify the range of dates to include on the report.

• Optionally, select an Exchange reason or the Include item flag.

• Select Print Report to submit the EXCH_RSN job, which generates the report.

Note: If there are no order lines that meet the selection criteria you enter, the job does not produce a report. No empty report is generated.

See the field descriptions above for more information.