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 and phone numbers.

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, inquiry, or maintenance, quote entry, inquiry, or maintenance, or through Work with Customers. Until the note is resolved, a window will pop up in order entry and quote 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.

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

For more information: See Working with Customer Action Reason Codes (WCAR), and Work with Email by Order Number Screen.

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.

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 (in user date format); required.
To (Date to)	The ending date for including notes on the report. The current date defaults. Numeric, 6 positions (in user date 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: • Open • Resolved • Work in Process • blank = select all issues regardless of status Required.

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. Select OK. The system validates your entries and highlights any fields you need to correct. Correct any fields and select OK again.

5. Select Accept. The submitted job generates the Customer Detail Exposure Report by Reason Code.