Returns Analysis Report (SOR830)

Using Reports

Use the Returns Analysis Report program to obtain a report of all orders currently on file in the CRS subsystem. This report is designed to track returns. It provides you with both information from the return document and information from the sales order, credit memo, and/or vendor return when these entries are generated.

You can specify:

• print order by customer or by item
  
• beginning and ending order
  
• returns by warehouse
  
• returns by reason and by disposition
  
• range of return dates
  

Report information includes the following: document number, return entry date, customer number, return warehouse, document line number, item and description, reason code, return quantity, unit of measure, line status, and credit memo or sales order document number when applicable.

This report differs from the Customer Returns Status report in that it does not include pricing information.

Running a Returns Analysis Report

1. Click Sales Orders>Customer Returns>Returns Analysis Report (SOR830).
2. Select the order in which to print the report: Document, Customer, or Item order. The program defaults to Document order.
3. Specify the beginning and ending Document, Customer or Item to print, depending on the Order selected.  
4. Specify the beginning and ending return dates to print. If one or two digits are entered, the system assumes the digits are the day of the current month and year, and will complete the date entry for you.   
5. Specify the ending return date to print. If one or two digits are entered, the system assumes the digits are the day of the current month and year, and will complete the date entry for you.   
6. Specify up to 20 two-character warehouse codes (side-by-side) to print documents for. Only valid warehouse codes are accepted. The program defaults to the warehouse assigned to the current terminal.   
7.  UnderReturn Action, check the appropriate check boxes for the types of return actions to include on the report.

You can specify Return Actions, W=Return to Warehouse, R=Return to Vendor for Replacement, C=Return to Vendor for Credit, S=Scrap and P=Repair. If you select the “All” option that will check all boxes in the frame and disable them, it will indicate that the value in this field is not to be considered when printing the report.

For Replace to Customer the available options are W=From Warehouse, D= Direct Ship from Vendor, or N=No. The “All” option is also available to check all boxes in the frame and disable them. This will indicate that the value in this field is not to be considered when printing the report.

For Wait for Vendor Action Repair, you can select Yes, No, or All. The All option is available to check all boxes in the frame and disable them. This will indicate that the value in this field is not to be considered when printing the report.

8. Specify up to 14 three-character reason codes side by side for which documents are to be printed.
9. Click OK.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails

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