Working with Lines of Business (WLOB)
Lines of business represent clients, or business units, in Order Management System. Each line of business contains assignments that represent a specific entity, division, or offer, or a combination of these three values.
When an operator enters an order in order entry the system assigns each ship to customer to a line of business based on the entity, division, and offer associated with the order. The system uses the source code defined on the order header to determine which line of business to assign to an order based on the assignments defined for the line of business.
The system uses the line of business associated with each order to group all orders that contain a specific line of business together. You can then generate pick slips for the orders by line of business.
The system uses the following hierarchy to assign a line of business to an order ship to in order entry:
• the entity, division, and offer associated with the source code on the order header matches a specific line of business
• the offer and division associated with the source code on the order header matches a specific line of business
• the offer and entity associated with the source code on the order header matches a specific line of business
• the division and entity associated with the source code on the order header matches a specific line of business
• the offer associated with the source code on the order header matches a specific line of business
• the division associated with the source code on the order header matches a specific line of business
• the entity associated with the source code on the order header matches a specific line of business
Selecting the line of business for an order: The system uses the source code on the order header to determine the related division and offer. The related entity is determined based on the division associated with the source code on the order header.
Line of business order queue: You can review shippable orders based on the line of business assigned to each order. The system further defines orders assigned to a specific line of business by:
• orders containing one reserved and unprinted open order line
• orders containing more than one reserved and unprinted open order line
• whether the order includes a bulk item
• whether the order includes a gift-wrapped item
• the ship via priority defined for the ship via on the order header
Note: You must select Update Statistics in Displaying the Line of Business Order Queue Summary (DLOQ) or submit the LOBSTATS periodic function to view the most current line of business order queue.
For more information:
• reviewing the line of business order queue for each line of business and generating pick slips by line of business, gift wrap orders, bulk orders, or ship via priority: Displaying the Line of Business Order Queue Summary (DLOQ)
• processing credits by line of business and dollar amount: Processing Credits by Line of Business (MCLB)
In this chapter:
• Work with Line of Business Screen
- Create Line of Business Screen
- Display Line of Business Screen (Displaying Line of Business Order Queue)
• Work with Line of Business Assignment Screen
- Create Line of Business Assignment Screen
Work with Line of Business Screen
How to display this screen: Enter WLOB in the Fast path field at the top of any menu or select Work with Line of Business from a menu.
Field |
Description |
LOB code (Line of business code) |
A code that represents a line of business. Alphanumeric, 3 positions; optional. |
Description |
A description of the line of business code. Alphanumeric, 40 positions; optional. |
Screen Option |
Procedure |
Change a line of business description |
Select Change for a line of business to advance to the Change Line of Business screen. At this screen, you can change the line of business description only. See Create Line of Business Screen for a description of the fields on this screen. |
Delete a line of business |
Select Delete for a line of business to delete it. Note: The following error message indicates if you try to delete a line of business that is assigned to an open order: Cannot delete LOB, Order Exists |
Display a line of business order queue |
Select Display for a line of business to advance to the Display Line of Business Screen (Displaying Line of Business Order Queue). |
Work with line of business assignment |
Select Assignments for a line of business to advance to the Work with Line of Business Assignment Screen. |
Create a line of business code |
Select Create to advance to the Create Line of Business Screen. |
Create Line of Business Screen
Purpose: Use this screen to create a line of business code.
How to display this screen: On the Work with Line of Business Screen, select Create.
Field |
Description |
Line of business |
A code that represents a line of business. Note: The system cannot assign a line of business to an order unless at least one line of business assignment exists for the line of business code. See Work with Line of Business Assignment Screen. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
Line of business description |
A description of the line of business. Alphanumeric, 40 positions; required. |
Completing this screen: You advance to the Create Line of Business Assignment Screen, where you can create an assignment for the line of business you just created.
Display Line of Business Screen (Displaying Line of Business Order Queue)
Purpose: Use this screen to review the line of business order queue. You can use the line of business order queue to review statistics for orders that are associated with a specific line of business, such as:
• the total number of orders that contain only one reserved and unprinted open order line
• the total number of orders that contain more than one reserved and unprinted open order line
• the number of single line and multiple line gift wrap orders
• the number of single line and multiple line bulk orders
• the number of orders for each ship via priority
Note: You must select Update Statistics in Displaying the Line of Business Order Queue Summary (DLOQ) or submit the LOBSTATS periodic function to view the most current line of business order queue.
How to display this screen: On the Work with Line of Business Screen, select Display for a line of business.
Field |
Description |
LOB (Line of business code) |
The code representing the line of business you are reviewing. Alphanumeric, 3 positions; display-only. |
Description |
The description of the line of business you are reviewing. Alphanumeric, 40 positions; display-only. |
Last update |
The date and time the information on this screen was last updated. You can update the line of business order queue by selecting Update Statistics in Displaying the Line of Business Order Queue Summary (DLOQ) or by submitting the LOBSTATS periodic function. Numeric, 6 positions (in user date format); display-only. |
Single total orders |
The total number of orders that have only one reserved and unprinted line in an open status for a specific line of business. Numeric, 6 positions; display-only. |
Multi total orders |
The total number of orders that have more than one reserved and unprinted line in an open status for a specific line of business. Numeric, 6 positions; display-only. |
Single gift wrap orders |
The total number of gift wrap orders that have one reserved and unprinted line in an open status for a specific line of business. This line must represent a gift wrap line (the Gift wrap field for this item is selected). Numeric, 5 positions; display-only. |
Multi gift wrap orders |
The total number of gift wrap orders that have more than one reserved and unprinted line in an open status for a specific line of business. Numeric, 5 positions; display-only. |
Single bulk orders |
The total number of bulk orders that have only one reserved and unprinted line in an open status for a specific line of business. This line must represent a bulk item (the Oversize field for the item is selected). Numeric, 5 positions; display-only. |
Multi bulk orders |
The total number of bulk orders that have more than one reserved and unprinted line in an open status, where one of the lines is for a bulk item, for a specific line of business. Numeric, 5 positions; display-only. |
Single ship via priority 1 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 1 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 1 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 1 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 2 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 2 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 2 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 2 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 3 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 3 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 3 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 3 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 4 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 4 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 4 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 4 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 5 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 5 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 5 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 5 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 6 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 6 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 6 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 6 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 7 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 7 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 7 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 7 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 8 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 8 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 8 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 8 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Single ship via priority 9 |
The total number of orders that contain only one reserved and unprinted line in an open status that is also defined as ship via priority 9 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Multi ship via priority 9 |
The total number of orders that contain more than one reserved and unprinted line in an open status that is also defined as ship via priority 9 for a specific line of business. The system uses the ship via priority defined for the ship via on the order header to determine the ship via priority for the order. Numeric, 5 positions; display-only. |
Work with Line of Business Assignment Screen
Purpose: Use this screen to set up the assignment combinations that will identify a particular line of business.
Line of business assignments represent the entity, division, or offer, or combination of these three values assigned to a line of business. The assignment determines which line of business the system assigns to an order in order entry. The system uses a line of business assignment to group all orders associated with a specific line of business together.
Note: The system cannot assign a line of business to an order unless there is at least one line of business assignment for the line of business code.
How to display this screen: On the Work with Line of Business Screen, select Assignments for a line of business.
Field |
Description |
LOB (Line of business code) |
The line of business code for which you are working with the line of business assignments. Alphanumeric, 3 positions; display-only. |
Description |
The line of business description for which you are working with the line of business assignments. Alphanumeric, 40 positions; display-only. |
Entity |
A code that represents an entity. Entities can represent the business units within your company (for example, mail order, retail, wholesale). Every sale, return, exchange, discount, and write-off is attributed to an entity. Entities should represent any organization within your company that is held accountable for sales performance. See Working with Entities (WENT). Numeric, 3 positions; optional. |
Division |
A code representing a division of your business. Divisions can represent groups within business units (for example, winter, spring, summer, fall, and holiday). See Working with Divisions (WDIV). Alphanumeric, 2 positions; optional. |
Offer |
A code representing a catalog, space, or advertisement used to present merchandise to your customers. See Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
.
Screen Option |
Procedure |
Change a line of business assignment |
Select Change for a line of business assignment to advance to the Change Line of Business Assignment screen. You can change any information on this screen. See Create Line of Business Assignment Screen for a description of the fields on this screen. |
Delete a line of business assignment |
Select Delete for a line of business assignment to delete it. |
Display a line of business assignment |
Select Display for a line of business assignment to advance to the Display Line of Business Assignment screen. You cannot change any information on this screen. See Create Line of Business Assignment Screen for a description of the fields on this screen. |
Create a line of business assignment |
Select Create to advance to the Create Line of Business Assignment Screen. |
Create Line of Business Assignment Screen
Purpose: Use this screen to create an assignment for a specific line of business. Each assignment you create must be unique across all lines of business or the screen displays an error message similar to the following:
Combination of Ent/Div/Off Exists for LOB (4) (LOB 555)
How to display this screen: On the Work with Line of Business Assignment Screen, select Create. The system automatically advances you to this screen when you complete the Create Line of Business Screen.
Field |
Description |
LOB (Line of business code) |
The line of business code for which you are creating an assignment. Alphanumeric, 3 positions; display-only. |
Description |
The line of business description for which you are creating an assignment. Alphanumeric, 40 positions; display-only. |
Entity |
A code that represents an entity. Entities can represent the business units within your company (for example, mail order, retail, wholesale). Every sale, return, exchange, discount, and write-off is attributed to an entity. Entities should represent any organization within your company that is held accountable for sales performance. Entity codes are defined in and validated against the Entity table. See Working with Entities (WENT). The following message displays if you enter an invalid entity in this field: Entity does not exist. Numeric, 3 positions; optional. |
Division |
A code representing a division of your business. Divisions can represent groups within business units (for example, winter, spring, summer, fall, and holiday). Division codes are defined in and validated against the Division table. See Working with Divisions (WDIV). The following message displays if you enter an invalid division code in this field: Division does not exist. The following message displays if you enter a division that does not relate to the entity you defined: Division does not belong to the above Entity. Alphanumeric, 2 positions; optional. |
Offer |
A code representing a catalog, space, or advertisement used to present merchandise to your customers. Offer codes are defined in and validated against the Offer table. See Working with Offers (WOFR). The following message displays if you enter an invalid offer code in this field: Offer does not exist. Alphanumeric, 3 positions; optional. |
