Working with Individual Positions (WPOS)

Purpose: Use the Individual Position table to define valid position codes for individuals within organizations who purchase your merchandise. You must specify a position for each individual.

See Creating and Updating Individuals for more information.

System control value: The Individual Position for Consumer Customers (G02) system control value plays a role in determining when you must specify an individual in order entry, or if the system should create and/or assign an individual automatically. See the Individuals Required in Order Entry (E01) system control value.

Download to web storefront: The Downloading B2B E-Commerce Static Tables (BBED) menu option allows you to extract individual positions for download to the web storefront.

In this topic:

Work with Individual Position Screen

Create Individual Position Screen

Work with Individual Position Screen

How to display this screen: Enter WPOS in the Fast path field at the top of any menu or select Work with Individual Positions from a menu.

Field

Description

Position

A code representing a professional position within an organization. Alphanumeric, 3 positions; optional.

Description

The description of the position.

Alphanumeric, 30 positions; optional.

Department required

Indicates whether a department is required, optional, or invalid for individuals in this position. Valid values are:

Not Allowed = You cannot specify a department for this position.

Required = Department is required for this position.

blank = Department is optional for this position.

Display-only.

Screen Option

Procedure

Create a new position

Select Create to advance to the Create Individual Position Screen.

Change a position

Select Change for a position to advance to the Change Individual Position Screen. You can change the Description or the Department required fields on this screen. See Create Individual Position Screen for field descriptions.

Delete a position

Select Delete for a position to delete it.

Note: The system allows you to delete a position regardless of whether there are individuals assigned to it.

Display a position

Select Display for a position to advance to the Display Individual Position Screen. You cannot change any information on this screen. See Create Individual Position Screen for field descriptions.

Create Individual Position Screen

Purpose: Use this screen to create an individual position.

How to display this screen: Select Create at the Work with Individual Position Screen.

Field

Description

Position code

This code represents a position within an organization.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

The description of the position.

Alphanumeric, 30 positions; required.

Department required

Controls whether a department is required, invalid, or optional for individuals in this position.

Valid values are:

Not Allowed = You cannot define a department for individuals in this position.

Required = You must define a department for individuals in this position.

• blank (default) = A department is optional for individuals in this position.

Optional.

WPOS Serenade 5.0 March 2015