Establishing Exchange Reason Codes (WEXR)

Purpose: Use the Exchange Reason Code screens to create and maintain reason codes for merchandise exchanges. The Return Authorization and Order Maintenance functions require an exchange reason code when you exchange merchandise.

The Exchange Reason table stores history by offer, and the system writes transactions to the Order History table whenever you perform an exchange.

Uploading: You can use the Submit Supporting Data Upload Screen (SDUP) to upload new exchange reason codes. See Importing Item-Related Supporting Data (SDUP) for an overview.

Report: You can use the Exchange Reason Report to review the total number of units and dollars returned for exchange in a selected time period. See Printing the Exchange Reason Report (PERR) for more information.

In this chapter:

Work with Exchange Reason Screen

Create Exchange Reason Screen

Display Exchange Reason/Offer Screen (Reviewing History)

Work with Exchange Reason Screen

How to display this screen: Enter WEXR in the Fast path field or select Work with Exchange Reasons from a menu.

Field

Description

Rsn (Exchange reason code)

Represents a reason for exchanging merchandise.

Numeric, 3 positions; optional.

Description

The description associated with the exchange reason code.

Alphanumeric, 30 positions; optional.

Def (Defective)

Indicates whether the merchandise returned for exchange is defective or damaged.

Valid values:

Yes = The merchandise is defective.

No = The merchandise is not defective.

Optional.

Rtv (Return to vendor)

Indicates whether you send the returned merchandise back to the vendor.

Valid values:

Yes = Return the merchandise to the vendor.

No = Do not return the merchandise to the vendor.

Optional.

Whs (Warehouse)

Represents a warehouse.

Numeric, 3 positions; optional.

Screen Option

Procedure

Create an exchange reason code

Select Create to advance to the Create Exchange Reason Screen.

Change an exchange reason code

Select Change for a code to advance to the Change Exchange Reason screen. See Create Exchange Reason Screen for field descriptions. To change the reason code, delete the record and create a new one.

Delete an exchange reason code

Select Delete for a code. If the exchange reason code has been used to exchange one or more items, a pop-up window indicates that there is history for the exchange reason code, containing information on number and dollar value of returns for that return reason by offer. See Display Exchange Reason/Offer Screen (Reviewing History). You will lose this history if you delete the exchange reason code.

Display an exchange reason code

Select Display for a code to advance to the Display Exchange Reason screen. You cannot change any information on this screen. See Create Exchange Reason Screen for field descriptions.

Display exchange reason code history by offer

Select Display Offers for a code to advance to the Display Exchange Reason/Offer Screen (Reviewing History).

Create Exchange Reason Screen

To create: At the Work with Exchange Reason Screen, select Create.

Field

Description

Exchange reason code

Represents a reason for exchanging merchandise.

Numeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

The description associated with the exchange reason code.

Alphanumeric, 30 positions; required.

Defective

Indicates whether the returned item is defective or damaged.

Valid values:

Selected = The merchandise is defective.

Unselected (default) = The merchandise is not defective.

Return to vendor?

Indicates whether to return the merchandise back to the vendor.

Valid values:

Selected = Return the merchandise to the vendor.

Unselected (default) = Do not return the merchandise to the vendor.

Warehouse

Represents the warehouse to receive the returned merchandise. Warehouse codes are defined in and validated against the Warehouse table. This field is not currently implemented; the warehouse is determined by the return disposition value used on the return. See Establishing Return Disposition Values (WRDV).

Numeric, 3 positions; optional.

Display Exchange Reason/Offer Screen (Reviewing History)

Purpose: Use this screen below to display exchange reason/offer records.

How to display this screen: At the Work with Exchange Reason Screen, select Display Offers for an exchange reason code.

How to interpret this screen: This screen displays exchange history associated with a reason code.

Behind each reason code is a History table that indicates the number of units and dollar total in exchanges for the code. The system updates this History table whenever you accept an exchange through Order Maintenance or Return Authorization. The History table matches each exchange with an offer (for example, a catalog) and the date of the exchange transaction.

The information on this screen changes whenever the History table is updated. This screen displays summary data with exchange counts and dollars for each date on which exchanges were processed. Summaries are listed by offer, then by date. You cannot change any information on this screen.

Field

Description

Exchange reason code

Represents a reason for exchanging merchandise.

Numeric, 3 positions; display-only.

Offer

Represents a catalog, space or television advertisement from which you accept orders. Offer codes are defined in and validated against the Offer table. See Working with Offers (WOFR).

Alphanumeric, 3 positions; optional.

Date

The date when the exchange transaction occurred.

Numeric, 6 positions (in user date format); display-only.

Number

The number of units exchanged.

Numeric, 3 positions; optional.

Dollars

The dollar value of exchanged merchandise.

Numeric, 11 positions with a 2-place decimal; display-only.

WEXR OMSCS 19.0 December 2019 OHC