Printing the Price Override Reason Report (PROR)

Purpose: Use this screen to generate the Price Override Reason Report, which you can use to review the price override reason codes used to discount items for a range of dates, and the total discount amounts and percentages applied. Your options in generating the report include:

• restricting the report to one price override reason code, or including all codes whose Exclude from price override report field is unselected

• listing the ID’s of the users who applied the price overrides, listing the items whose prices were overridden, or listing both user ID’s and items

Report based on order date, not price override date: When you generate the report, you need to select a date range for selection. The report includes orders that originated within the date range you enter, although the price override might not have been applied within that date range (for example, if you changed, added, or returned an order line at a later date).

Excluding price override reason codes: The system excludes any price override reason codes whose Exclude from price override report field is selected; for example, you may wish to exclude system-assigned price override reason codes, such as Default Price Override Reason (B35), from the report; see Default Price Override Reasons for a list of system-assigned codes specified in system control values. You can also limit the report to a single code by completing the Price override reason field at the Print Price Override Reason Report Screen.

Discount amount and percentage based on item offer: The discount amounts and percentages listed on the report are determined by comparing the Item offer price from the Order Detail table with the actual price after applying the price override. If the Override item offer price flag for a price override reason code is selected, the system changes the Item offer price in the Order Detail table to be the same as the actual selling price; as a result, the discount amount and percentage in this case are both zero.

The report does not list any discounts that were not applied using a price override reason code.

In this chapter:

• Identifying the User who Applied the Price Override

• Print Price Override Reason Report Screen

Identifying the User who Applied the Price Override

To identify the user who applied the price override, the system checks:

1. Order Line History? If there is no Order Line History record for the order line, this indicates that the price override was applied at initial order creation, so use the User ID on the Order Header. Otherwise, if there are any Order Line History records:

2. D (Discount) Order Line History? If there is an Order Line History record indicating that a discount was applied after shipment, use the User ID for that record; otherwise,

3. W (Price override) Order Transaction History message? If there is one or more Order Transaction History messages indicating a price override for the order line (for example, User price override - Order line 2), use the User ID associated with the first Order Transaction History message.

Example: User EKAPLAN changes the price of an order line using price override reason code Z. Later that day, user HBROWN changes the price again, using price override reason W. The report lists the current reason code of W and the first user ID of EKAPLAN.

Note:

• The system writes a price override Order Transaction History message whenever a user makes any change to an order in order maintenance if there is already a price override reason applied to an order line.

• The line number specified in the Order Transaction History message indicates the order line sequence number, and this is the number used to identify the order line for the price override. This sequence number is typically the same as the order line number, but might differ depending on updates made to the order.

Otherwise, if there is no Order Transaction History message for a price override,

4. A (Add) Order Line History but no subsequent changes? If there is an Order Line History record indicating that the order line was added after initial order creation, use that User ID; otherwise,

5. G (Change) Order Line History? If there are any Change Order Line History records indicating that the order line was changed after creation, use that User ID.

Print Price Override Reason Report Screen

How to display this screen: Enter PROR in the Fast path field at the top of any menu, or select Print Price Override 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 orders that were originally created on that date or later, regardless of when the price override was applied. Based on the Order date from the Order Header. Numeric, in user date format; required.
End date	Enter the last order date to include on the report. The report includes orders that were originally created on that date or earlier, regardless of when the price override was applied. Based on the Order date from the Order Header. Numeric, in user date format; required.
Price override reason	Optionally, enter a price override reason code to limit the report to that code. An error message displays if you enter a price override reason code whose Exclude from price override report field is selected: Reason is currently flagged to be excluded from reports - select another. If you leave this field blank, all price override reason codes whose Exclude from price override report field is unselected are eligible for inclusion on the report. Price override reason codes are defined in and validated against the Price Override Reason table; see Establishing Price Override Reason Codes (WPOR) for more information. Alphanumeric, 1 position; optional.
Include users	Optionally, select this flag to have the report list the users who applied price overrides. • Selected = The report lists users who applied price overrides if the report includes all price overrides, there is a summary for each user. • Unselected = The report does not list users.
Include items	Optionally, select this flag to have the report list the item that received the price override. • Selected = The report lists the items that received price overrides. • Unselected = The report does not list items.

Completing this screen: To generate the Price Override Reason Report:

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

• Optionally, select a Price override reason, or the Include users or Include items flags.

• Select Print Report to submit the PRC_OVR 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.