Establishing Cancel Reason Codes (WCNR)
Purpose: Use the Cancel Reason Code screens to create and maintain reason codes for item or order cancellations. You must establish at least one cancel reason code, because order maintenance requires that you enter a cancel reason code when you cancel an order or reduce the quantity ordered. Additionally, the system uses cancel reason codes for automatic backorder cancellations, such as the cancellation of:
• the balance of an order after its first shipment
• backordered items after a specified number of days
• an item from all orders that contain the item (for example, soldout items)
Updates: When you cancel an entire order and enter a cancel reason code, the system assigns the reason code to each open (unshipped) item on the order.
The Cancel Reason file stores history on cancellations by offer, and the system writes transactions to the Order History file whenever you perform a cancellation.
The system also writes cancel reason information to the Refund file for prepaid orders. Prepaid orders include orders paid by check, coupon, cash, or credit. You might designate whether to generate refunds for a cancel reason code. For example, you could prevent refunds for fraudulent orders.
In this topic:
• Work with Cancel Reason Codes Screen
• Display Cancel Reason Screen
• Display Reason/Offer Screen (Cancel Reason History)
Work with Cancel Reason Codes Screen
How to display this screen: Enter WCNR in the Fast path field or select Work with Cancel Reasons from a menu.
OER0007 DISPLAY Work With Cancel Reason 1/18/95 12:45:34 CommercialWare
Opt Rsn Description Ref? Reduce?
Type options, press Enter. 2=Change 4=Delete 5=Display 7=Display Offer 1 OPERATOR ERROR 3 Y 2 INSUFFICIENT INVENTORY 1 N 3 CUSTOMER CHARGED MER 1 N _ 4 FRAUD CUSTOMER 3 Y
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Rsn (Cancel reason) |
A code that represents a reason for canceling an order or item. Numeric, 2 positions; optional. |
Description |
The description associated with the cancel reason code. Alphanumeric, 30 positions; optional. |
Ref? (Refund?) |
This value controls whether a refund will be generated for orders or quantities canceled with the cancel reason code. Valid values are: 1 = Generate a refund 2 or blank = Generate a refund, but place it on hold (however, if the Process A/R Credits Immediately (E80) system control value is set to Y, accounts receivable refunds process automatically.) 3 = Do not generate a refund. Numeric, 1 position; optional. |
This value indicates whether the system decreases demand figures for cancellations using this cancel reason code. Demand represents the quantity ordered (but not necessarily shipped). Valid values are: Y = Reduce demand by the quantity canceled. N or blank = Do not reduce demand. Alphanumeric, 1 position; optional. |
Screen Option |
Procedure |
Create a cancel reason code |
Press F6 to advance to the Create Cancel Reason Screen. |
Change a cancel reason code |
Enter 2 next to a cancel reason to advance to the Change Cancel Reason Screen. |
Delete a cancel reason code |
Enter 4 next to a cancel reason code. If the cancel reason code has been used to cancel one or more orders, a pop-up window appears with the following message: WARNING - HISTORY INFORMATION EXISTS Press ENTER to confirm delete of history info. F12 = Cancel
The Cancel Reason History record contains information about the number and dollar value of cancellations for that cancel reason by offer. See Display Reason/Offer Screen (Cancel Reason History). You will lose this history if you delete the cancel reason code. |
Display a cancel reason code |
Enter 5 next to a cancel reason code to advance to the Display Cancel Reason Screen. |
Display cancel reason history by offer |
Enter 7 next to a cancel reason code to advance to the Display Cancel Reason/Offer screen. See Display Reason/Offer Screen (Cancel Reason History). |
To create: Use this screen below to create a cancel reason code.
How to display this screen: Press F6 at the Work with Cancel Reason Codes Screen.
OER0025 ENTER Create Cancel Reason 1/18/95 12:56:31 CommercialWare
Cancel reason code . . . . . . .
Description . . . . . . . . . . Generate refund? . . . . . . . . 2 (1,2,3) Reduce demand? . . . . . . . . . N (Y,N)
F3=Exit F12=Cancel |
Field |
Description |
Cancel reason code |
A code that represents a reason for canceling an order or a quantity on the order. Numeric, 2 positions. Create screen: required. Change screen: display-only. |
Description |
The description associated with the cancel reason code. Alphanumeric, 30 positions; required. |
This value controls whether a refund will be generated for orders or quantities canceled with the cancel reason code. Valid values are: 1 = Generate a refund. 2 or blank = (default) Generate a refund, but put it on hold (however, if the Process A/R Credits Immediately (E80) system control value is set to Y, accounts receivable refunds process automatically.) Note: If you use a cancel reason code set to 2 against any item on an order, any subsequent refunds for that order will also go on hold. 3 = Do not generate a refund. Important: The system will never generate a refund for an order if you cancel an item on the order with a cancel reason whose Generate refund? field is set to 3. Numeric, 1 position; optional. |
|
This value indicates whether the system decreases demand figures (quantity ordered) for dollar value of orders when you cancel a line using the cancel reason code. Demand figures are tracked in the Source file (MSSRC) and on the Source Code Analysis Report (RSCA), as well as the other files listed under Demand Updates: Affected Files. Valid values are: Y = Reduce demand by the quantity canceled. One reason to reduce demand is if the operator made a keying error when entering the quantity. Using a cancel reason code with this field set to Y changes the status of lines or orders to X (closed) and reduces the quantity ordered on the order line to zero. When you use a cancel reason code with this field set to Y, and system control value Update Demand for Order Maintenance Transactions (C72) is also set to Y, the system decreases the dollar value of orders, but does not change the dollar value or number of cancellations in the Source file (MSSRC). |
|
|
N or blank (default) = Do not reduce demand. Using a cancel reason code with this field set to N changes the status of lines on orders to C (canceled) but does not change the quantity ordered. When you use a cancel reason code with this field set to N, and system control value Update Demand for Order Maintenance Transactions (C72) is set to Y, the system increases the dollar value and the number of cancellations but does not change the dollar value of orders in the Source file (MSSRC) and other files listed under Demand Updates: Affected Files. Alphanumeric, 1 position; optional. |
To change: At the Work with Cancel Reason Codes Screen, enter 2 next to a cancel reason code to advance to the Change Cancel Reason screen. See Create Cancel Reason Screen for field descriptions. You can change any information on this screen except the cancel reason code.
To display: At the Work with Cancel Reason Codes Screen, enter 5 next to a cancel reason code to advance to the Display Cancel Reason screen. You cannot change any information on this screen. See Create Cancel Reason Screen for field descriptions.
Display Reason/Offer Screen (Cancel Reason History)
Purpose: Use this screen to display history by offer for a cancel reason code.
How to display this screen: At the Work with Cancel Reason Codes Screen, enter 7 next to a cancel reason code.
OER0109 DISPLAY Display Reason/Offer 6/10/95 10:41:04 CommercialWare
Cancel reason code . . . : 1
Offer Date # Cancels # Units $ Cancels
1 1/18/94 4 4 80.00 3 1/18/94 2 4 24.00
F3=Exit F12=Cancel |
How to interpret this screen: This screen displays cancellation history associated with the reason code. Behind each reason code is the Cancel Reason/Offer file, which contains the number of orders and dollars canceled for the reason code.
Updates when? The system updates the History file when you accept a cancellation through Order Maintenance. The system does not update the file when you sell out an item. The History file matches each cancellation to an offer (for example, a catalog), and the date of the cancellation.
This screen displays summary data by offer, with cancel counts and dollars for each date when items were canceled. Summaries are listed by offer, then by date. You cannot change any information on this screen.
Field |
Description |
Cancel reason code |
A code that represents a reason for canceling an order or a quantity on an order. This is the code you selected at the Work with Cancel Reason Codes Screen. Numeric, 2 positions; display-only. |
Offer |
A code representing a catalog, space or television advertisement from which you accept orders. Offer codes are defined in and validated against the Offer file. See Marketing Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
Date |
The date when the cancellation(s) occurred. Numeric, 6 positions (MMDDYY format); optional. |
# cancels |
The number of cancellations performed manually or automatically. Numeric, 3 positions; display-only, updated by the system. |
# units |
The total number of units canceled. Numeric, 3 positions; display-only, updated by the system. |
$ cancels (Dollars canceled) |
The total merchandise dollars canceled. Numeric, 11 positions with a 2-place decimal; display-only, updated by the system. |
| Establishing Order Hold Reason Codes (WOHR) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Establishing Return Reason Codes (WRTR) |
CS01_05 CWDirect 18.0.x 2018 OTN