Chapter 42: Printing the Customer Detail Exposure Report (PCAR)

Purpose: The Customer Detail Exposure Report by Reason Code gives you a description of the customer for whom the action note was entered within a given date range, sorted by the reason code and status of the action note. The report includes information about the customer, including the customer's address, phone numbers and the amount of open A/R for this customer.

Note: If there are multiple customer action notes for a customer, the report lists just the first note.

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, Order Inquiry, Order Maintenance or through Work with Customers. Until the note is resolved, a window will pop up in Order Entry to remind you of the open issue.

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

For more information: See Chapter 23: Working with Customer Action Reason Codes (WCAR), and Work with Customer Action Notes (WCAN).

Print Customer Detail Exposure Report Screen

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

CSR0791 ENTER Print Customer Detail Exposure Report 1/24/97 15:40:18 The Mail Order Company Enter Customer Action Note Date Range: Date From 012497 To 012497 Reason Code . . . . (*blank for all) Status to include . (O/R/B) F3=Exit F9=Accept F12=Cancel F24=Select Company

Field	Description
Date from	The beginning date for including notes on the Customer Detail Exposure Report by Reason Code. The current date defaults. Numeric, 6 positions (MMDDYY format); required.
To (Date to)	The ending date for including notes on the report. The current date defaults. Numeric, 6 positions (MMDDYY format); required.
Reason code	The reason behind the customer action note. You can type in a specific code for this report or leave the field blank in order to view all the reason codes that have been entered for notes with the date range you have selected. Alphanumeric, 2 positions; optional.
Status to include	The status of the customer action issue. Valid status codes are: O = open R = resolved W = work is in progress blank - select all issues regardless of status Alphanumeric, 1 position; required.

Step-by-step instructions:

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

2. Enter a valid reason code in the Reason code field or leave this field blank to print all valid reason codes.

3. Enter a valid status code in the Status to include field or leave this field blank to include all action notes.

4. Press Enter. The system validates your entries and highlights any fields you need to correct. Correct any fields and press Enter again.

5. Press F9. The system displays a message such as the following:

 

Job 137062/KAREN_L/CSTEXP_RPT submitted to job queue QBATCH in library QGPL.

This job generates the Customer Detail Exposure Report by Reason Code.