Customer Detail Exposure Report by Reason Code

How to print: Complete the Print Customer Detail Exposure Report Screen.

CWDirect Rel 2.0 Customer Detail Exposures By Reason KAREN_L CSR0792 1/24/97 14:23:12 Page 1

The Mail Order Company

Reason Code D CUSTOMER RECEIVED DAMAGED PACKAGE

Open/Resolved STATUS

Date Range From 1/24/97 To 1/24/97

Sold To Customer #: 12541 Bill To #: 177 Open A/R: .00

22 LANCASTER

WORCESTER, MA 01701 USA

Phone # Day: 413 - 782-7520 Ext# 342

Phone # Eve: 413 - 799-3166 Ext#

Phone # Fax: 0 -

Action Note: SEND CUSTOMER AN EXCHANGE ITEM

Reason code D Totals Open A/R Total: .00

Reason Code O CUSTOMER WAS OVERCHARGED

Open/Resolved STATUS

Date Range From 1/24/97 To 1/24/97

Sold To Customer #: 12544 Bill To #: 170 Open A/R: 17.85

SANDER HOSPITAL

ROBIN ROAD

LAWRENCE, MA 01701 USA

Phone # Day: 508 - 820-4789 Ext# 123

Phone # Eve: 508 - 827-4765 Ext#

Phone # Fax: 439 - 121-8375

Action Note: SEND REFUND CHECK TO CUSTOMER

Reason code O Totals Open A/R Total: 17.85

Contents:

• the customer action reason code selected for the customer action note

• the description of the customer action reason code

• the date range you entered at the Print Customer Detail Exposure Report Screen

• the sold-to customer number

• the bill-to customer number

• the amount of accounts receivable open for the bill-to customer

• the street address for the customer

• the city, state, zip and country for the customer

• the day phone number and extension for the customer

• the evening phone number and extension for the customer

• the fax or mobile number and extension for the customer

Note: The Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mobile number.

• the action note

Note: If there is more than one action note for the customer, the report lists just the first note.

• the reason code totals

• the total amount of accounts receivable open

CS03_17r CWDirect 18.0 August 2015 OTN