A/R types are codes that identify various A/R transactions. Currently, the only A/R type codes you need to create are open item types. When you enter an accounts receivable transaction, the system checks the appropriate system control value to determine the type of open item to create, then checks the A/R Type file to determine the characteristics of the open item type.

ABC/Velocity codes are an industry-wide standard used to measure the velocity of your sales and to classify items based on your sales volume.

Accompanying items are added to the order automatically at no charge or for a set price, as defined at the Work with Accompanying Item Screen.

Additional charges are user-defined types of charges that you can add to an order for any reason. You might establish standard additional charge codes for freight fees, special handling charges or rush shipment fees. You might also establish standard credit types of additional charge codes to reimburse the customer for long-distance telephone calls or postage fees.

Address verification services help to reduce the fraudulent use of credit cards by verifying that the billing address on the credit card is legitimate.

Affinity add-on sales is a function which identifies items that appeal to a customer’s preferences, and presents those items as potential add-on sales when the customer places an order. During order entry, you can view a Select Affinity Items Window of upsell items selected for an individual customer’s preferences by selecting Customer Affinity from an options menu in order entry, or you can set up your system to automatically display the pop-up window when the customer places an order.

Aggregation: Summarized facts, such as total dollars ordered, in a data warehouse.

ANI (Automatic Number Identification): The phone number that originates an incoming call. The CTI interface uses this number to identify the customer who is calling, so that it can “pop” a screen with the customer’s information to the customer service representative who is answering the incoming call.

Application areas categorize related functions, such as all functions that relate to the Purchase Order application area, Inventory application area, Order Entry application area, etc.

Application groups further define the functions within an application area. An example of an application area may be O/E (Order Entry); an example of an application group within the O/E application area may be FRE (freight).

Arrival date is the date when the customer wants to receive the order. This date controls whether inventory is reserved and pick slips printed immediately.

ASYNC (background) jobs are used to process the non-time sensitive file updates, such as analysis and reporting updates, associated with transactions that are processed throughout the day in the following modules: Order Entry, Order Maintenance, Purchase Order Entry, Purchase Order Maintenance, Purchase Order Receiving, PC Manifesting, and Billing. The WMS Background jobs process information received from another system into CWDirect.

Attributes are item characteristics, used in affinity add-on sales, for which a customer may have a preference, for example: Fabric type.

Automated inventory transactions allow you to process inventory transactions across companies. This is useful if you use Inventory Sharing (A69) and you wish to move inventory from the sharing company (which uses inventory located in another company) to the shared company (where you actually maintain the inventory). However, you can still process automated inventory transactions without using inventory sharing.

Background jobs (async jobs) are used to process the non-time sensitive file updates, such as analysis and reporting updates, associated with transactions that are processed throughout the day. These jobs run in the background and process transactions in the order that they are sent to the async.

Batch Authorization Inquiry allows you to perform an authorization inquiry against a credit card in order to receive a response for an online authorization transaction that did not complete during order entry so that the credit card does not have to go out for authorization during batch authorization.

Batch order entry is a method of entering groups of orders on the system, balancing these orders to order controls, and accepting the orders an entire batch at a time.

Best way shipping at pick slip generation is an easy way to ship your packages by the least expensive carrier. During pick slip generation, the system compares the ship via on the order against the alternate shippers identified for the ship via with a Type of P in the Best Way Ship Via file, then selects the shipper with the lowest shipping charge for the destination and total weight of the shipment.

Best way shipping in order entry allows the order entry operator to offer a choice of shipment options to the customer. The customer can select a less expensive shipper, or choose a shipper who can deliver the order sooner. During order entry, the Alternate Shipping Charges by Via Window pops up, listing each of the alternate shippers identified with a Type of O in the Best Way Ship Via file. The operator can select a different shipper for the order, or accept the current ship via.

Bill me later: A payment method in which the customer can set up an account with the issuer interactively during order creation and pay later for the purchase using this account. When first creating the account, you need to disclose the payment terms and conditions to the customer.

Billing addresses are addresses where you send the invoice for an order, whether it is a business-to-business (commercial) or consumer order. You must define a billing address for any order purchased on-account (using an A/R payment type).

Bill-to customers are people or businesses that are billed for the order. This type of customer exists when a business order is placed that will be paid “on-account.”

Business intelligence describes the range of tools and technologies available to help you analyze data and make strategic business decisions.

Buyers are eligible to create purchase orders and may be assigned to purchase specific items. A record must be established on the system for every buyer. The Buyer file is required in order to use the Purchase Order application.

Call Centers are CWDirect Order Entry centers. The term Call Center is used in technical installation documentation to distinguish CWDirect Order Entry from the process of taking orders in a web storefront.

Cardinal Commerce provides authentication services for banks, merchants, processors, and financial service providers. Cardinal Commerce is the gateway used during batch authorization and deposit processing to connect to Google Checkout in order to process Google Checkout payments.

Cardinal Commerce provides authentication services for banks, merchants, processors, and financial service providers. Cardinal Commerce is the service bureau used during batch authorization and deposit processing to connect to PayPal in order to process PayPal payments.

Cash batching enables you to enter check information for a group (batch) of orders prior to Order Entry. This ensures that you enter complete and accurate information on the system for each check. Usually, your Accounting department performs this task and then forwards the order forms to the Order Entry department. This process streamlines Order Entry and reduces errors.

Chase Paymentech Orbital Gateway integration allows you to process token, authorization, authorization reversal, deposit, and stored value card transactions between CWDirect and Orbital Gateway using data queues and Java programs via HTTPS communication protocol. Processing remains the same in CWDirect; however, instead of using integration layer jobs to process the transactions and send the transactions to a CWIntegrate site via the queues defined for the integration layer job, CWDirect sends the XML messages to data queues where Java message handler programs retrieve the XML messages, map the messages to the Orbital Gateway XML message format, and send the transactions to the Orbital Gateway for processing via HTTPS communication protocol.

Companies are single, isolated set of files and data: an organization of financial information, inventory, and customers. Essentially a company has a completely separate database from other companies.

Continuity sets are used when a customer places an order for a series of items to be delivered at regular intervals. Intervals can be days or months.

Credit card authentication services help to reduce fraud and chargeback volume on card not present transactions by requiring the cardholder to enter a card authentication password on the web storefront. The authentication password is sent to an authentication service, such as Visa’s Verified by Visa program or MasterCard’s SecureCode program, to verify the cardholder’s identify and ownership of the credit card during the online purchase.

Credit card authorization reversal allows the system to void an authorization against a credit card and reimburse the original authorization amount to the credit card. The system creates an authorization reversal for the original authorization amount, not the actual amount of the reversal.

Credit card encryption allows you to encrypt the credit card number in the CWDirect database, providing additional security of credit card data.

Credit card number formats allow you to specify which digits of a credit card number are masked on CWDirect screens and reports using a special character, such as an asterisk (*). For example, you may wish to mask all but the last 4 digits of a 16-digit credit card number: ************1443.

Credit card security services (CID, CVV2, CVC2) help to reduce the fraudulent use of credit cards by verifying that the credit card is present at the point of sale and to ensure that the credit card security value from the transaction matches the security value stored by the authorization service for that card.

Credit card tokenization allows you to replace the credit card number defined for a credit card payment method with a token provided by the authorization service. Using credit card tokenization enables you to store a token, rather than the actual credit card number, in the CWDirect database and allows you to follow PCI compliance and maximum security of sensitive data.

Credit card: A card, typically issued by a bank, that consumers can use to make purchases. The consumer pays the card issuer back on the issuer’s terms, which might require payment in full each month, or monthly installments against a variable balance. You can offer deferred or installment billing for a credit card, or you can simply deposit the payment amount promptly after shipment. Mastercard, VISA, American Express, and Discover Card are examples.

CTI (Computer Telephony Integration) in CWDirect is the ability to improve customer service by routing incoming calls from customers and simultaneously “popping,” or forcing the display of, a screen containing the customer’s information to a customer service representative.

CTI async: This job receives the incoming CTI message from the TCP/IP server. Based on the DNIS specified in the message, the async job determines the company that the customer dialed; based on the ANI, the async job determines which customer is calling. Based on the CSR’s extension specified in the message, the async job “pops” the Customer Selection Screen with the correct customer information to the CSR.

Cubes are structures that include multi-dimensional data. A star schema is a structure used to generate cubes.

Customer action notes are messages about a customer issue or problem that you need to resolve. You use customer action reason codes to identify and group the issues or problems in customer action notes or track when and how often customers report certain issues or problems.

Customer affinity preferences are categories you set up to track the types of items a customer orders frequently. You can link items you sell to these categories, and when a customer places an order, you can offer preferred items as potential add-on sales.

Customer company codes allow you to group companies within a single, higher-level company category. A customer company code lets you identify a group of companies with similar characteristics, according to your criteria. For example, you might group all subsidiaries under a single parent company code if you want to construct a focused reporting package on the ordering patterns of a company and its subsidiaries.

Customer ownership allows you to capture and confirm information about the products a customer currently owns or previously owned. You can use this information to determine trends in the products a customer purchases and recommend related products for purchase.

Customer profiles let you define the demographics you want to capture for your customer base and define the valid responses for these categories. You can also establish default codes that represent the most common profile characteristics of your customer base. For example, assume that a profile for marital status includes married, single, divorced, etc., as valid options, and that the majority of people who place orders are single. If you set a profile default for the single option, this value appears on new customer orders. You would then need to perform data entry in the marital status field for new customers only if the customer were other than single.

CWCollaborate is an MICROS application that provides a collaborative, browser-based environment for retailers and vendors to share order, customer, and shipping information related to Drop Ship Processing, and to automatically process drop ship orders.

Data dictionary: Lists each file and field that makes up CWData, including how the business rules that govern how it is calculated.

Data mining consists of analyzing data to discover new relationships.

Data Warehouse staging files are used by CWDirect to collect key information for download to CWData. Each file’s name and description begins with the letters DW; for example, the DW Accounting Period file (DWACTP) captures information on CWDirect accounting periods. Transaction information, such as orders or updates to customer records, are temporarily stored in the DW Transaction file. You run a periodic extraction to populate these files, and then download them to the CWData server, where they are then added to the data warehouse.

Data warehouses are databases that serve as repositories of information for query and analysis.

Debit card: A card issued by a bank that draws directly on the consumer’s account. Although a debit card often bears the Mastercard or VISA logo like a credit card, it is restricted to the consumer’s current balance or line of credit with the bank. A Switch card is a type of debit card offered in the United Kingdom.

Default messages are standard order or gift messages that you enter on orders on a regular basis. Instead of requiring users to retype a standard message on each eligible order, you can have the user select the message from a list of standard messages to default to the order, allowing you to avoid typographical errors that can occur when the message is manually added to the order. You can create default messages for order level messages and order line level messages. When a user selects a default message to add to an order, the message text defined for the default message defaults to the Message field and the print code defined for the default message defaults to the Print field; however, the user can still override the default message text and the print code or add to the default message text. For example, if a user selects to default Happy Birthday!, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Alex and Beth.

Deferred liability is cash paid by a customer before an actual order is shipped. You must post this cash to a default deferred liability account until the order is fulfilled (shipped). When a prepaid order is fulfilled, the system relieves the deferred liability account and posts cash to the customer's account to whom you are shipping merchandise. The deferred liability account is empty when there are no orders waiting to be shipped.

Deferred payment plans are payment plans that allow a customer to pay at a later date, for example, Payment due on January 1st or can be a rolling date, for example, Payment due in 30 days.

Depictions are layouts (photograph or illustration) in an offer containing several different items. One item is the focus of the depiction; however, several other items are available in the depiction for sale. The focal item in the depiction is designated as the feature item (and is labeled as such in the Item/Offer file). Every other item advertised in the depiction is labeled as an option in the Item/Offer file.

Dimensions are structural attributes or members of a star schema, all of which are of a similar type in the user’s perception of the data. For example, months, quarters, and years, make up a time dimension.

Direct bank disbursement: Draws funds for a purchase directly from the customer’s bank account. Although similar in some ways to a debit card, a direct bank disbursement does not require authorization.

Dispute reasons are codes that identify why an A/R customer refuses to pay for an invoice. You must establish at least one dispute reason code before an amount can be disputed through the Change A/R Open Item Screen.

DNIS (Dialed Number Identification Service): The phone number that the customer dials. Used as part of computer telephony integration (CTI) to identify the company that the customer is calling; the description of the company phone number displays at the top of CTI screens in monitored sessions. The system uses the last four positions of the company phone number to identify the DNIS number for an incoming call; for this reason, it is important that you not repeat the last four numbers when setting up phone numbers for multiple companies, or the CTI interface will not be able to route incoming calls to the correct company.

Drop points represent locations to which merchandise will be shipped from your warehouse. Typically, a drop point represents the address of a UPS facility. This drop point prints as the return address on the pick slip and is the destination to which undeliverable packages are returned. You must specify drop points for shipping in two ways: you set up a drop point for each warehouse when you enter warehouse information using Work with Warehouses; the system uses this drop point in Pick Slip generation if you are not using the Zone skipping feature, or you can optionally specify drop points for each warehouse, ship via, and SCF combination using the Editing Warehouse Drop Points (EWDP) menu option; the system uses the drop points you specify in this menu option when you select the Zone skipping feature in Pick Slip Generation.

Drop ship items are items that you do not stock in inventory. When a customer places an order for a drop ship item, you order the item from your supplier (vendor). The vendor ships the item directly to your customer.

Dunnage weight is the weight of packing materials. Use the Work with Dunnage Weight menu option to define the weight of dunnage based on the cube of the items on a pick slip.

eBillme is a third-party payment processor for online merchants who want to receive payments for goods and services through online bill payment. Customers pay for their purchases using their bank’s online bill pay portal. eBillme sends the payment to the online merchant so that the merchant can fulfill and ship the order.

EDI (Electronic Data Interchange) is a product used to transmit data electronically from one company to another.

Email site: The email site in CWIntegrate enables you to translate emails you receive at your mail server into XML, and then forward them to CWDirect. Once the emails are received into CWDirect, the system assigns or “routes” the emails to the appropriate customer.

European direct debit: The customer gives permission to directly debit the designated bank account when collecting payment. European direct debit does not perform authorization to hold funds; instead, during order entry the system determines whether the customer has authorized the debit from the bank account. When the order ships, the system informs the bank to debit the customer’s account and move the funds to the appropriate bank account.

Expected ship date is the date when a purchase order that can fulfill an item on an order line is expected. When an item is placed on backorder on an order line, the system displays the expected ship date for the item in order to inform the customer of when the item may ship.

Fact table: The table of information that makes up the center of a star schema.

FedEx SmartPost is a service of FedEx Ground offered to large volume shippers to ship high volumes of low-weight packages to residential customers. FedEx picks up the packages at the fulfillment center, sorts the packages to the proper destination postal codes, tracks the packages during the route to the destination postal code, and delivers the packages to regional USPS sorting facilities and has USPS make the final delivery to the residence.

File: A related collection of records in CWDirect. When referring to a collection of records in the CWData database, the term table is used.

Finished goods are items that require assembly prior to picking and packing. A finished good is made up of one or more components. These components are assembled to build the finished good. The finished good is picked and packed, not the individual components. The system tracks the usage of each component and will recommend re-order quantities. The system also forecasts demand for the finished good item and recommends the number of finished goods to be made up to meet demand.

FOB (freight on board) address is the location where title to merchandise being shipped passes from the seller to the buyer. If the FOB address is an Origin type, ownership of the merchandise passes from seller to buyer at the origin of the shipping route, and the buyer is responsible for transportation costs and risk of loss or damage from that point. If the FOB address is a Destination type, ownership of the merchandise passes from seller to buyer at the receiving point for the merchandise, and the seller is responsible for transportation costs and risk of loss or damage until the merchandise reaches its destination.

Freight by order weight involves calculating the freight charges for an order by evaluating the number of cartons you expect the order will require to ship, and the weight of each carton. The tables you create with this function define the freight charges to add to an order based on the weight of each carton.

Frequency codes represent the pick frequency for an item. You can assign these informational codes to items and SKUs.

Ghost customers are customers whose records have been merged with the records of matching customers when you performed a merge/purge.

Google Checkout is a fast, convenient checkout process that allows customers to buy from your web storefront and pay for the purchase using their Google Checkout account.

Gross margins are used to determine the profit of an item on an order based on the item's selling price, or to determine the profit of an entire order. This is helpful if your operators are allowed to negotiate prices and work on a commission basis.

Hazard codes identify hazardous items and indicate if special storage and/or handling is required. You assign a Hazard code to an item in Work with Item/SKUs.

HDL (Home Delivery Service) is a CWDirect warehouse that represents a delivery service provider that provides “white glove” home delivery service. Instead of shipping products directly to the customer, the system sends the products to the HDL, who in turn, delivers the products to the customer. For example, you may wish to use a home delivery service for large items, such as furniture or appliances, that require someone to carry and set up the item in the customer’s home or business.

Immediate backorder fulfillment represents merchandise that has been received into the warehouse that can immediately fulfill an order line that was on backorder. Instead of placing the merchandise in its defined location, the system places the merchandise in a cross-dock area so that the merchandise can easily be picked and shipped to the customer.

Indicia messages are messages you enter to print on the pick slip, such as shipping instructions or notes to the carrier. The indicia message that displays is determined by the drop point associated with the ship via for an order. The drop point associated with the ship via for an order depends on whether or not you are using the Zone skipping feature in Pick Slip Generation.

Individual customers are subordinate records to the sold-to customer, in much the same way as a permanent ship-to address relates to the sold-to customer. You can have up to 999 individual records associated with each sold-to customer. In order entry, any individual can serve as the placer (the person who places an order) or the originator (the person who authorizes or approves the order).

Installment payment plans are payment plans that allow a customer to pay a specific amount of the payment each month. The date of the payment is due can be a fixed day of the month, for example, Installments due on the 25th of each month, or based on a specific interval, for example, Installments due in 30 day intervals.

Inventory transaction priority allows you to assign multiple logical warehouses to a single group that represents a physical warehouse. Within the inventory transaction priority group, you can then assign the sequence in which each warehouse will receive inventory transactions from PkMS.

Item availability is the quantity of the item that is available to sell; this value represents the quantity of the item available in the system that is not set aside for other orders or backorders, or that is not protected or included in an autostock replenishment between warehouses. The system reduces the quantity available and updates the quantity open by the quantity ordered each time you add an item to an order. Availability is reduced regardless of the type of reservation used (immediate, batch or interactive).

Item category codes classify and group similar items on a level below Item Class. For example, you can assign a group of items within the same item class an Itm category (Item category) of “printers only” to differentiate printers from the other items under that item class.

Item cycle codes are used to select groups of items periodically for physical inventory. You can assign these codes using the Cycle field in the Item file. The Generate Physical Inventory Screen enables the user to enter up to 10 cycle codes to be counted. You must pre-define these codes in the Item Cycle Code file.

Item ship via overrides are the shippers that can be used to deliver an item to its destination.

Items are units of inventory that are defined to the system according to item codes. The item code consists of the code itself and, optionally, a SKU, which allows you to define the item further by characteristics such as color, size, etc.

JCL (Job Control Language) statements control the flow of a complete job. They determine which programs run, the sequence in which each program runs, and which files are accessed, copied, or created.

Lead days represents the number of days it takes a shipper to deliver the order to its destination. The SCF represents the first 3 positions of the destination postal code.

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.

Lines of business represent clients, or business units, in CWDirect. Each line of business contains assignments that represent a specific entity, division, or offer, or a combination of these three values.

List sources are codes used to identify segments of a list of names rented from a list broker. You can assign a list source to a source code in Working with Source Codes (WSRC).

Locate’s Supplier Direct Fulfillment module is an MICROS application that provides a collaborative, browser-based environment for retailers and vendors to share order, customer, and shipping information related to drop ship processing, and to automatically process drop ship purchase orders.

Match codes are unique customer identification codes that consist of selected portions of a customer name, company name, and address information. The system generates a match code for each customer based on positional field contents you include in a match code schematic or algorithm. You can create up to four match codes per customer, including a standard match code and three fraud identification match codes.

Matched (allocated) online cash payments are payments that the online bill pay system was able to match to an open order in the online bill pay system.

Misships are items that were inadvertently shipped to your customer. When you process a misship through return authorizations, you add a record of the item to the order and process other updates, such as receipt into inventory, as required. Misships differ from regular returns, in which you process a return against an item that was already on the order. Misship returns cannot be credited, since they were not billed. However, the system updates the Date credited field in the RA Header file to indicate a pending credit does not exist.

Net Perceptions is a third-party application that, when integrated into CWDirect, produces a list of recommendations for items customers can add to their purchases when they place orders either through Order Entry or on a web storefront.

Online analytical processing (OLAP) enables you to review information for the purpose of analysis and decision-making. The information is organized in such a way that you can view it from multiple dimensions. For example, you might want to view a segment of your customers from geographical, demographic, or order history perspectives.

Online cash payment allows a customer to pay with cash for an order using funds from his bank account. The online bill pay system, such as eBillme, notifies the customer when the online cash payment is ready to pay; the customer pay’s for the online cash payment using funds from his bank account. The online bill pay system notifies CWDirect that the customer has paid for the online cash payment so that CWDirect can fulfill and ship the order.

Online transaction processing (OLTP) enables you to process, manage, and track the various types of transactions that make up your business.

Order batching enables you to enter order controls for a group (batch) of orders before you enter the orders on the system. This ensures that the order controls match the actual orders entered on the system.

Order Entry in this documentation refers to the process of taking orders in CWDirect, using the screens defined in the Order Entry manual.

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.

Order ship-to addresses are addresses that are attached to orders you are entering, but which are not saved as permanent mailing addresses for customers.

Outbound interface trigger rules define the criteria a record must meet in order for the system to create an IL outbound trigger. For each outbound process, you can define trigger rules for certain files, for example the Item Outbound job allows you to define trigger rules for the Item file and SKU file. If you define more than one criterion, the record must meet all of the criteria defined in order to generate a trigger.

Parent vendors are companies made up of different vendors who supply you with merchandise or services. You may define a vendor as a parent vendor if you wish to pay the main (parent) vendor for the merchandise you received from each subsidiary (child) vendor.

Pay plans are deferred payment or installment billing options you can offer to your customers. Under a pay plan, you delay billing the customer's credit card for a prearranged interval.

PayPal is an e-commerce business that allows you to perform payment and money transfers securely over the Internet. PayPal’s service builds on the existing financial infrastructure of bank accounts and credit cards and utilizes fraud prevention systems to create a safe, global, real-time payment solution.

Pending warehouse locations are locations that were created by the Location Generator in a deferred status. These records are created in a deferred status when you want to review and modify location information before updating the permanent Location Table.

Periodic functions are jobs that you need to run periodically, usually on a daily, monthly, or yearly basis. Periodic functions include reports listing or summarizing activity in a particular area of your business, such as accounts payable disbursements, gift certificates issued, or refunds processed; reports providing current status information on your business, such as merchandise on-hand in a warehouse or carryover pick slips; periodic resets, such as clearing daily, weekly, monthly, or yearly total buckets; aging operations, such as evaluating orders for time-release holds or updating bill-to customer account age.

Periodic processes are jobs consisting of one or more periodic functions that run on a daily, weekly, monthly or yearly basis.

Permanent shipping addresses are address that are kept on file for the customer. An example of a ship-to address would be the customer's work address. The system adds a separate record to the Ship-to Customer file for this shipping address under the customer number. You can define up to 999 permanent shipping addresses for one customer.

Phone switch: A device for receiving, connecting, and routing calls.

Physical stored value cards are physical cards that you can stock in a warehouse or retail location. Physical stored value cards are reserved on an order based on available inventory and printed on a separate pick slip from the other items on the order. You must assign a number to the physical card by pick control number before the card can be billed. Once the card receives an approved activation from the service bureau, the system delivers the physical card to the recipient card holder on the order. In addition, an email may be sent to the recipient card holder, notifying the customer that the physical card is in the process of being delivered.

Pick processing days is a system control value that represents the number of days it takes your company, on average, to pick, pack, and ship an order. This is your internal lead time. The system uses this number to determine when to generate a pick slip.

PkMS is a warehouse management system that controls inventory movement, such as receiving merchandise, inventory transactions, picking and packing, and shipping merchandise to a customer.

Pre-billing items: You can use an item category code to control whether the system automatically bills a percentage of the item price after order entry and before shipment. If the Pre-billable? flag for the item category is selected, the system automatically adds the Pre Billed Amount Item (J72) to an order when the customer orders an item assigned to the category. This pre-billed amount item is added at “no charge,” and serves as a means to apply the pre-billed percentage. The next time you generate pick slips, the pre-billed amount item is billed in the amount of the pre-bill percentage of the extended item price.

Prepaid card: A branded card, such as a non-reloadable gift card, consumer rebate or incentive card, travel card or teen card to which you add money in advance of using the card. CWDirect processes a prepaid card in the same way as a regular credit card pay type.

Price tickets are labels you attach to items that you wish to transfer to a retail store. The ticket contains information such as the item number and SKU, retail price and outlet price. A barcode is defined on each label so you can scan the label information automatically into your system.

Primary email address: The primary address is the one displayed on most screens, such as in customer inquiry and in catalog requests. The primary address also defaults to the order email address, unless the Default Individual Email Address (J17) system control value is selected and an individual placer with an email address is defined for the order. When you first create an email address for a customer, it is flagged as the primary email address, which is stored both at the customer level and in the Customer Sold To Email Address file. Other email addresses on record for the customer are also retained in the Customer Sold To Email Address file.

Primary primary: The primary location stored in the Primary loc (Primary location) field in the SKU file.

QAS Address interface allows you to retrieve address information from the QAS QuickAddress Pro© address management system to update a CWDirect address during order entry, catalog requests, the generic customer API, and customer maintenance. The QAS QuickAddress Pro address management system captures, cleans, maintains, and enhances address records and validates the address data against national postal authorities, such as the U.S. Postal Service.

Recency codes are used to group buyers who have made purchases within the same time frame, such as within the last 0-12 months. You can assign a recency code to each source code to further define buyers in Working with Source Codes (WSRC).

Recipient orders are secondary orders that you add to an order to ship to a different address. For example, you can place an order for yourself and a friend in a single phone call, on a single order. The system assigns the first order an order number, you enter name, address, item, and payment information for this order, and then select Accept/Add Rcpt to accept the current order and add a recipient order.

Recipient orders are secondary orders that you add to an order to ship to different customers or addresses. For example, you can place an order for yourself and a friend in a single phone call, on a single order.

Relate is customer relationship marketing (CRM) solution that serves as a central repository for customer data, and is also an add-on to the XStorePlus bundle that allows you to process stored value cards.

Relate Stored Value Card integration allows you to process stored value cards between CWDirect and Relate using data queues and Java programs via HTTPS communication protocol. Processing of stored value cards remains the same in CWDirect; however, instead of using the stored value card integration layer jobs to process the stored value card transactions and send the transactions to a CWIntegrate site via the queues defined for the integration layer jobs, CWDirect sends the XML messages to data queues where Java message handler programs retrieve the XML messages, map the messages to the Relate XML message format, and send the transactions to Relate for processing via HTTPS communication protocol.

Remote Fulfillment stored value cards are cards that are activated and fulfilled by a gift card fulfillment system. When you generate a pick slip for a remote fulfillment stored value card, the system sends a remote fulfillment request message to the gift card system; once the gift card system activates and ships the card, the gift card system sends a remote fulfillment confirmation back to CWDirect.

Remote job entry (RJE) facilities use JCL statements to control jobs running on remote computers, such as a 3090 mainframe or an IBM System/38.

Remote order entry service: A third party that your customers use to place their orders. This is known as “remote” Order Entry. These operators may accept phone orders for several different companies. The remote order entry service typically does not verify order information. Instead, you can send them periodic item, availability, delivery, pricing and offer updates. This type of order entry allows you to process a higher volume of orders because you use a separate, dedicated service in addition to your own order entry operators to take orders.

Replenishment orders: You can use the system to track and replenish inventory at a retail outlet or other remote site.

Retail integration (from an external system into CWDirect) background jobs monitor and process merchandise information received from an external merchandising system into CWDirect. As you enter information from your retail master system, MQSeries sends messages to the jobs for the retail integration from an external system into CWDirect. For example, to change to an existing item, the external system can send a message to the Item Upload Async. If this process is active, it updates the item you specified immediately, provided there are no errors in the message. If the process is not active when the message arrives, the item will be updated once the process is restarted. All messages are processed in the sequence in which they arrive at the message queue.

Retail integration from an external system into CWDirect allows you to keep merchandise information in CWDirect in sync with merchandise information at your external merchandising system. Using this integration, you can provide your customers with a consistent shopping experience across your retail store, catalog, and online channels. You can carry the same merchandise and offer your customers the same merchandise pricing in your retail store, catalog, and online channels. This allows you to maintain the image and service levels customers have come to expect.

Retail outlet: A store location where you sell merchandise. If you operate one or more retail stores, you can use CWDirect to track and maintain sales by processing them through the phone interface. You can also use the phone interface to fulfill orders customers place at retail outlets if the items they want are backordered or not stocked at the store.

Sectional Center Facility (SCF) codes represent the first 3 digits of the destination postal (zip) code. The Work with SCF function allows you to enter information specific to the SCF, including the valid states, the preferred method of shipping to this area, and a warehouse list which defines a hierarchy for reserving merchandise in warehouses.

Secured features are procedures or functions that occur within a function, such as the ability to maintain batch totals within Order Entry.

Sets are a group of items which are assembled when the set is picked and packed. Sets can be made up of items which are sold individually. You can flag a master set item and/or its component items as drop ship.

Ship-to customers are people receiving the merchandise. This may be the sold-to customer, the recipient of a gift, the address of a business or an address used for this order only.

SKU Sort Sequence Numbers are sequence numbers assigned to SKUs to determine the order in which the SKUs sort. You can use the sort sequence to display SKUs in a different order, such as by size, rather than alphanumerically by SKU code.

SKUs are codes that further define items by virtue of color, size, width, or any other type of user-defined attribute. Usually, you define SKUs when the majority of your items have 2 or more identifying characteristics.

Socket servers are used to send and receive data from one machine to another. The server manages communication between the machines, waiting for new information to send and “listening” for data to receive. This data is transmitted back and forth through a socket, or port, the point on each machine where the connection takes place, using a specified line to transmit the data.

Sold to customers are people placing orders. The system files the customer's name and address and other basic information so that a customer master record is available for future use.

Soldout control codes define which calculation the system uses to determine when to sell out an item. You can assign a soldout control code for an item in the S/O control field on the second item screen in item maintenance, or on the SKU screen if the item has SKUs. If you do not assign a soldout control code for an item or SKU, it will never sell out automatically in order entry/maintenance.

Source codes are unique codes used to identify segments of your customer base or a rented list. Each source code is assigned to one offer and one division. Source codes control the freight and pricing method used on an order.

Source document type: Identifies the type of document that originates a posting to the General Ledger Detail file. For example, a source document type of C indicates that the transaction originated from an invoice for a particular payment method on an order.

Staging files (or staging tables) are CWDirect files which store information to be downloaded to a third-party application.

Standard special handling is a set of free-form instructions or notes about how to work on an item, including the charge for the special handling work. Standard special handling is entered on a free-format screen where you can enter any information necessary to explain what needs to be done to the item.

Stored value card refunds allow you to generate a credit card credit against the original stored value card on the order or generate a new stored value card for the amount of the refund to send to the customer when you process the refund.

Stored value card: A gift card containing a pre-paid dollar amount that consumers can use to make purchases. Before a customer can use a stored value card as payment, the card must be activated by the service bureau. You can also inquire on the remaining balance on the card during order entry and maintenance.

Sub-offers for an offer allow you to analyze how certain pages in an offer perform from the rest of the offer. For example, you may want to create a sub-offer if the main offer contains insert pages, such as a section of items sold at discounted prices.

Sundry transactions allow you to make direct postings to the general ledger to record miscellaneous cash. For example, when you give a customer a discount because of a late delivery, you might post the discount to the general ledger sundry account to attribute that cash to the correct account.

Table: A related collection of records in the CWData database. When referring to a collection of records in the CWDirect database, the term file is used.

Tax API: The Tax API enables you to use CWDirect to send tax quotation requests to Vertex L before an order is created. For example, you might use the Tax API to request a tax estimate when a customer is in the process of placing an order on the web storefront, but the order has not yet been created in CWDirect.

TCP/IP server: The component of the CWDirect CTI interface that receives the message from the CTI server and forwards it to the CTI async job. The TCP/IP server does not perform any additional processing beyond forwarding the message.

Threshold values monitor the numbers and/or dollar values of functions in the system and trigger the system to perform defined actions when the threshold numbers and/or dollar values have been breached.

Tickler event rules are the criteria that must be met by the system action for the system to create a tickler for a user to resolve.

Tickler events are the system actions for which the system may create a workflow task (tickler).

Tickler procedures are the instructions a user follows to complete the tickler task.

Ticklers are tasks automatically created by the system and assigned to a user when a system action meets the criteria defined for a tickler event rule. For each tickler, you can define the procedures, or instructions, the user should follow to complete the task. A tickler can also be created manually.

Tokens are unique identification symbols that retain all the essential information for a credit card number without compromising its security. A token typically contains only the last four digits of a card number, with the rest of the token consisting of alphanumeric characters that represent miscellaneous cardholder information and data specific to the transaction being processed.

Transfer lead days represents the number of days it takes to ship the order from the drop point. This may be a centralized warehouse (if you must ship from one warehouse to another) or a drop point (which is a place where another shipper picks up the package and delivers it to its destination to save shipping charges).

Unmatched (unallocated) online cash payments are payments that the online bill pay system could not match to an open order in the online bill pay system.

Upselling encourages the customer to order from a special promotion that is in effect for up to three items, when the order is eligible based on the one or more categories, including source code, customer or item class, state, or payment type. An upsell promotion window will appear in Order Entry if the order is valid for one of the above criteria, and the order date is on or between the start and stop dates for the upsell promotion.

User classes are logical groupings of users, for example all Order Entry operators. Like the individual user record, a default menu and default company can be assigned so that all users in this user class will sign on to the same menu and work within the same company. Authority to companies, menu options, secured features and user defined functions can also be assigned at the user class level.

User records allow an individual to sign on and access all or some of the features of the system. A user can be a customer service representative, order entry operator, or warehouse worker. Each user on the system must have a user record.

Variable sets are lists of items that customers can choose from to make up the set they want to purchase. Like sets, variable sets are assembled when the set variable is picked and packed. The items which make up the variable set might not appear on the same pick slip, but the pick slips are generated at the same time.

VAT is a taxing method that applies in only certain states in countries. When an order is subject to VAT, the customer is charged a tax-inclusive price, and the tax amount is “hidden” on the order detail line for the item, not included in the Tax bucket for the order.

Vendor Portal: Locate provides a Vendor Portal where vendors can log in and work with their assigned purchase orders. The Vendor Portal typically resides on a separate server outside your firewall. Tasks available in the Vendor Portal include inquiry, pack slip generation, shipment confirmation, and invoice creation.

Vendor response codes identify the reasons that the service bureau approves (authorizes) or declines a credit card charge or deposit. The codes are assigned to each transaction by the service bureau when approving or declining the request.

Vendors are companies who supply you with merchandise or services. A record must be established on the system for every vendor from whom you purchase merchandise, or for whom you enter A/P invoices.

Virtual stored value cards are virtual (non-physical) cards that you do not stock. Virtual stored value cards are automatically reserved on an order and express-billed during pick slip generation. During pick slip generation, the system also assigns a number to the virtual card. Once the card receives an approved activation from the service bureau, an email is sent to the recipient card holder on the order, notifying the customer that a stored value card has been purchased and providing the stored value card number and dollar amount to use as a form of payment.

Warehouse backorders are picking shortages in the warehouse management system that require you to void and reprint the pick slip based on the quantity in the warehouse that is available to ship.

Warehouse lists are used to more efficiently allocate an order to ship from the warehouse closest to the shipping destination. Each list contains the warehouses the system will use to fulfill an order, and the sequence in which the warehouse will be considered. A warehouse list is usually created for each region to which you ship.

Warehouse ranking attempts to ship an order out of the same warehouse, consolidating as much of the order as possible into one warehouse by assigning ranking points to each warehouse in the selected warehouse list. The system performs warehouse ranking if the Ship Complete from 1 Warehouse (B16) system control value is selected and a warehouse list is assigned to the SCF of the order ship to.

Warranty items are items you can add to an order at no charge. For example, if a customer previously ordered a grill that came with a 2-year warranty and the burner on the grill was defective, you could add the replacement burner to the customer's order free of charge.

Wave picking, or batch order picking, is the simultaneous picking of multiple customer orders, done to improve the efficiency of the overall picking operation. During pick slip generation, the system generates multiple waves (pick batches) in a single pick slip generation run. Orders are picked from various zones simultaneously, providing a fast method of picking. You can create a separate wave (pick batch) based on whether the pick slip contains an item that requires special handling, whether the order is an express-ship order, or whether the order is being shipped to an international address. You can further separate waves by whether the pick slip is a single-line pick slip or multi-line pick slip. In addition, for each type of wave, you can define the maximum number of pick slips that can be included in a single wave (pick batch) before the system generates a new wave.

WMS background jobs monitor and process information received from another system into CWDirect, such as information from CWCollaborate, Locate’s Supplier Direct Fulfillment module, a warehouse management system, PkMS, or Carousel.

Workflow management allows you to automate system actions, during which tasks (ticklers) are assigned to a user for action, according to a defined set of procedures, until the issues associated with the ticklers are resolved.

XML inclusion defines which elements to include in a download message.

Zone skipping is a method of reducing freight charges by shipping inventory via one carrier to a central drop point, where it is picked up by another carrier and delivered to its final destination. For example, if you are shipping from a Massachusetts warehouse to destinations in California, you might use one carrier to deliver all packages to a UPS center in California, from which they will be shipped to their California destinations. Whether or not you are using zone skipping determines which file the system uses to identify the drop point.

masterAPL CWDirect 18.0 August 2015 OTN