Chapter 141: Working with Order Line Activity Codes (WOLA)

Order line activity codes identify the type of activity, such as a shipment or return, performed against an item on an order line. You can review the activity performed against an item on an order line on the Display Order Line History Screen. You can use the Work with Order Line Activity Codes (WOLA) menu option to review system-delivered order line activity codes and to also create user-defined order line activity codes.

In this chapter:

• System-Delivered Order Line Activity Codes

• In Transit (I) Order Line Activity Code

• Delivered (V) Order Line Activity Code

• Return HDL Warehouse (H) Order Line Activity Code

• Work with Order Line Activity Codes Screen

• Create Order Line Activity Code Screen

• Change Order Line Activity Code Screen

System-Delivered Order Line Activity Codes

The system automatically creates the system-delivered order line activity codes in the Order Line Activity Codes file and displays them on the Work with Order Line Activity Codes Screen the first time you:

• advance to the Work with Order Line Activity Codes Screen, or

• send an Order Line History In Message (CWORDLNHSTIN) to CWDirect, or

• create a delivery confirmation using the Manual Delivery Confirmation (MIDC) menu option.

Note: The system will not automatically create the system-delivered order line activity codes if a user-defined activity code already exists in the Order Line Activity Code file for the company.

The table below provides a list of the system-delivered order line activity codes.

Activity Code	Description
A	Add; the order line is added to the order during order maintenance or through a system-process, such as Process Item Substitutions (PSUB).
B	Express Billed; the order line is express billed. When the system creates an order line activity record for activity code B, the system also posts the express bill to the general ledger; see General Ledger Overview.
C	Cancel; a quantity of the item on the order line is cancelled during order maintenance or through a system process, such as Process Item Substitutions (PSUB) or Confirm Retail Fulfillment Selection (CFUL).
D	Discount When the system creates an order line activity record for activity code D, the system also posts the discount to the general ledger; see Posting Merchandise Sales and Discounts for Price Overrides.
E	Exchange; the order line is added to the order as an exchange item during return processing. When the system creates an order line activity record for activity code E, the system also posts the exchange to the general ledger; see General Ledger Overview.
F	Future Use; not implemented. This activity code is not displayed on any screen.
G	Change; the order line is changed during order maintenance.
H	Return HDL Warehouse; a quantity of the item on the order line has been returned and assigned to an HDL warehouse. See Return HDL Warehouse (H) Order Line Activity Code.
I	In Transit; a quantity of the item on the order line has been shipped and is in the process of being delivered to the customer. See In Transit (I) Order Line Activity Code.
R	Return; a quantity of the item on the order line has been returned. When the system creates an order line activity record for activity code R, the system also posts the return to the general ledger; see General Ledger Overview.
S	Shipment; a quantity of the item on the order line has been shipped. When the system creates an order line activity record for activity code S, the system also posts the shipment to the general ledger; see Posting Sales.
O	Sold out; a quantity of the item on the order line has been soldout. • If the item was soldout through option 13/Sell out in order maintenance, the order line history quantity will be negative and the name of the user who soldout the item displays. • If the order line sold out automatically in order entry because there was a soldout control code assigned to the item, order line history quantity will be a positive quantity, and the name of the user who entered the order displays. • If the order line sold out through Process Auto Soldouts, the order line history quantity will be negative and no user name displays.
V	Delivered; a quantity of the item on the order line has been delivered to the customer. See Delivered (V) Order Line Activity Code.
X	Sale

In Transit (I) Order Line Activity Code

Order line activity code I (In Transit) indicates a quantity of the item on an order line has been shipped and is in the process of being delivered to the customer.

The system creates an order line history record for activity I (In Transit) when you flag the order line as In Transit through the Order Line History In Message (CWORDLNHSTIN).

Note: When you flag the order line as In Transit through the Order Line History In Message (CWORDLNHSTIN), the system validates that the order line has been shipped. However, if the order line has been partially shipped, the system does not validate that the In Transit quantity does not exceed the shipped quantity on the order line.

The system displays the code TBD (To Be Delivered) on the Order Inquiry Detail Screen below the line number if an order line history record exists for activity code I (In Transit). The system removes the TBD code from the order line if there is an order line history record for activity code V (Delivered), R (Return), or E (Exchange) that is more recent than the order line history record for activity code I (In Transit).

Example: The following order line history records exist for the items on an order.

Item	Order Qty	Activity	Qty	Date	Results
AB10	5	S (Shipment)	5	10/16	TBD does not display for the order line because an order line history record does not exist for activity code I.
BC10	2	S (Shipment) I (In Transit)	5 5	10/16 10/17	TBD displays for the order line because the most recent order line history record is for activity code I.
CD10	1	S (Shipment) I (In Transit) V (Delivered)	1 1 1	10/16 10/17 10/19	TBD does not display for the order line because the most recent order line history record is for activity code V.
DE10	3	S (Shipment) I (In Transit) V (Delivered) R (Return)	3 3 3 1	10/16 10/17 10/19 10/21	TBD does not display for the order line because the most recent order line history record is for activity code R.
EF10	4	S (Shipment) I (In Transit) V (Delivered) S (Shipment) I (In Transit)	3 3 3 1 1	10/16 10/17 10/19 10/22 10/23	TBD displays for the order line because the most recent order line history record is activity code I.

Note: If multiple order line history records are created for an order line on the same date, the system may not display TBD for a partial In Transit quantity. For example, the following order line activity occurs for an item with an order line quantity of 2:

Item	Order Qty	Activity	Qty	Date	Results
AB10	2	S (Shipment)	2	10/16	TBD does not display for the order line because an order line history record does not exist for activity code I.
		I (In Transit)	1	10/17	TBD displays for the order line because the most recent order line history record is activity code I.
		V (Delivered)	1	10/18	TBD does not display for the order line because the most recent order line history record is for activity code V.
		I (In Transit)	1	10/18	Even though the most recent order line activity is In Transit, TBD does not display for the order line because an order line history record for activity code V exists on the same date as the order line history record for activity I.

Delivered (V) Order Line Activity Code

Order line activity code V (Delivered) indicates a quantity of the item an order line has been delivered to the customer.

The system creates an order line history record for activity V (Delivered) when:

• you flag a quantity of the item on the order line as Delivered through the Order Line History In Message (CWORDLNHSTIN) or Manual Delivery Confirmation (MIDC) menu option.

• you create a return or exchange for the item on the order line if a Delivery Confirmation general ledger number has been defined for the division associated with the order.

• you apply a discount to the shipped quantity of the item on an order line on the Discount Price Window (Applying a Discount to an Item) if a Delivery Confirmation general ledger number has been defined for the division associated with the order.

• you express bill an item on an order line if a Delivery Confirmation general ledger number has been defined for the division associated with the order.

In addition, when the system creates an order line history record for activity code V, if a Delivery Confirmation general ledger number has been defined for the division associated with the order in the Working with Divisions (WDIV) menu option, the system also posts the delivery confirmation to the general ledger; see Posting Delivery Confirmation.

Sending delivery confirmations for set items: When you send a delivery confirmation for a set item, make sure to send the delivery confirmation for the item at the level where you price the set:

• If you price sets at the set master level, send a delivery confirmation for the set master item.

• If you price sets at the set component level, send a delivery confirmation for each component item.

This will ensure that the Delivery Confirmation posting to the general ledger is correct.

You can also send a delivery confirmation for both the set master item and each component item.

Flagging an item as delivered during return/exchange processing: When you completely process (create, receive, and credit) a return or exchange and a Delivery Confirmation general ledger number has been defined for the division associated with the order, the system creates an order line history record for activity V (Delivered) for the quantity of the item that has been returned or exchanged.

In addition, the system updates the External reference number field for the order line history record with System Gen’d by Retu to indicate that the order line history record was created as a result of return processing. If the entire returned quantity has already been flagged as delivered, then the system does not create an order line history record for activity V.

Note: The system does not create an order line history record for activity V if the return was created as a result of entering an order line for a negative quantity in order entry or maintenance or if the return is a misship return.

See Delivery Confirmation for Return Process for more information on the general ledger postings the system performs when a delivery confirmation is posted during returns processing.

Flagging an item as delivered during discount processing: When you apply a discount to an order line on the Discount Price Window (Applying a Discount to an Item) and a Delivery Confirmation general ledger number has been defined for the division associated with the order, the system creates an order line history record for activity V (Delivered) for the shipped quantity of the item on the order line that has not already been flagged as delivered. In addition, the system updates the External reference number field for the order line history record with System Gen’d by Disc.

Note: The system creates the order line history record for activity V for the shipped quantity; if the entire shipped quantity has already been flagged as delivered, then the system does not create an order line history record for activity V.

See Delivery Confirmation for Discount Process for more information on the general ledger postings the system performs when a delivery confirmation is posted during discounting.

Flagging an item as delivered during express billing: When you express bill an order line and a Delivery Confirmation general ledger number has been defined for the division associated with the order, the system creates an order line history record for activity V (Delivered) for the express billed quantity of the item on the order line that has not already been flagged as delivered. In addition, the system updates the External reference number field for the order line history record with System Gen’d by Expr.

Return HDL Warehouse (H) Order Line Activity Code

Order line activity code H (Return HDL Warehouse) indicates a quantity of the item on an order line has been returned and assigned to an HDL warehouse.

The system creates an order line history record for activity H (Return HDL Warehouse) when:

• the Include HDL Warehouse Value on Order Detail (J54) system control value is set to Y, and

• a return or exchange is processed against an order line, and

• a Generic WMS Customer Return XML Message (CWCustomerReturn) was generated for the return. See Generating a CWCustomerReturn Message for Returns.

• An HDL warehouse is part of the warehouse list associated with the order line.

When the system creates an order line history message for activity H, the system:

• updates the Delivery provider field for the order line history message with the code and description of the HDL warehouse assigned to the returned quantity of the item on the order line.

• updates the Quantity field with the returned quantity; the system populates the quantity regardless of whether the return is in process (created) or completed (created, received, and credited).

• updates the User field with the user ID of the person that started asyncs.

Note: If you delete an RA that generated an order line history record for activity H (Return HDL Warehouse), the system deletes the order line history record.

See HDL Return Processing for more information.

Work with Order Line Activity Codes Screen

Use this screen to review system-delivered and user-defined order line activity codes.

Order line activity codes display on this screen in activity code sequence.

How to display this screen: Enter WOLA in the Fast path field at the top of any menu or select Work with Order Line Activity Codes from a menu.

OER1469 DISPLAY Work with Order Line Activity Codes 10/10/06 15:44:29 KAB Co Opt Code Description System Type options, press Enter. 2=Change 4=Delete A Add Y B Express Bill Y C Cancel Y D Discount Y E Exchange Y G Change Y I In Transit Y O Sold Out Y R Return Y S Shipment Y V Delivered Y + F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company

Field	Description
Code (Order line activity code)	A code for a type of update against the item on the order line. Enter a valid order line activity code to display order line activity codes in alphanumeric order, starting with your entry. See System-Delivered Order Line Activity Codes to review a list of the system-delivered order line activity codes and a description of each. Alphanumeric, 2 positions; optional.
Description	A description of the order line activity code. Enter a full or partial description to display order line activity codes in alphanumeric order, that contain your entry. Alphanumeric, 25 positions; optional.
System	Indicates whether the order line activity code is a system-delivered code or a user-defined code. Valid values: Y = The order line activity code is a system-delivered code. You cannot change or delete a system-delivered code. N = The order line activity code is a user-defined code. Alphanumeric, 1 position; display-only.

Screen Option	Procedure
Create a user-defined order line activity code	Press F6 to advance to the Create Order Line Activity Code Screen.
Change a user-defined order line activity code	Enter 2 next to a user-defined order line activity code to advance to the Change Order Line Activity Code Screen. You cannot change a system-delivered order line activity code: System Code Cannot be Changed.
Delete a user-defined order line activity code	Enter 4 next to a user-defined order line activity code to delete it. You cannot delete a system-delivered order line activity code: System Code Cannot be Deleted.

Create Order Line Activity Code Screen

Purpose: Use this screen to create a user-defined order line activity code.

You cannot create a user-defined activity code that is already exists as a system-delivered activity code: Order Line Activity already exists.

Order line activity codes F and H are reserved for future-use: Code Reserved for Future Use.

See System-Delivered Order Line Activity Codes to review a list of the system-delivered order line activity codes and a description of each.

How to display this screen: Press F6 at the Work with Order Line Activity Codes Screen.

OER1471 ENTER Create Order Line Activity Code 10/10/06 16:01:48 KAB Co Activity code . . . . . . . . . Description . . . . . . . . . . F3=Exit F12=Cancel

Field	Description
Activity code	A user-defined code for a type of update against the item on the order line. You cannot create a user-defined activity code that is already exists as a system-delivered activity code: Order Line Activity already exists. See System-Delivered Order Line Activity Codes to review a list of the system-delivered order line activity codes and a description of each. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Description	A description of the user-defined order line activity code. Alphanumeric, 25 positions; required.

Change Order Line Activity Code Screen

To change: Enter 2 next to an order line activity code at the Work with Order Line Activity Codes Screen to advance to the Change Order Line Activity Code screen. At this screen, you can change the Description field. See Create Order Line Activity Code Screen for field descriptions.