Working with Individual Positions (WPOS)

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

See Creating and Updating Individuals for more information.

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

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

In this topic:

Work with Individual Position Screen

Create Individual Position Screen

Change Individual Position Screen

Display Individual Position Screen

Work with Individual Position Screen

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

CSR0722 DISPLAY Work with Individual Position 8/23/96 13:40:39

Mail Order

Department

Opt Position Description Required

Type options, press Enter.

2=Change 4=Delete 5=Display

BUY BUYER N

INV INVESTIGATOR R

MAN MANAGER R

PRR PUBLIC RELATIONS REP R

RCP RECEPTIONIST

SEC SECRETARY R

F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company

Field

Description

Position

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

Description

The description of the position.

Alphanumeric, 30 positions; optional.

Department required

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

N = You cannot specify a department for this position.

R = Department is required for this position.

blank = Department is optional for this position.

Alphanumeric, 1 position; display-only.

Screen Option

Procedure

Create a new position

Press F6 to advance to the Create Individual Position Screen.

Change a position

Enter 2 next to a position to advance to the Change Individual Position Screen.

Delete a position

Enter 4 next to a position to delete it.

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

Display a position

Enter 5 next to a position to advance to the Display Individual Position Screen.

Create Individual Position Screen

Purpose: Use this screen to create an individual position.

How to display this screen: Press F6 at the Work with Individual Position Screen.

CSR0720 ENTER Create Individual Position 8/23/96 13:57:59

Mail Order

Position Code . . . .

Description . . . . .

Department Required . (R,N,*Blank)

F3=Exit F12=Cancel

Field

Description

Position code

This code represents a position within an organization.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

The description of the position.

Alphanumeric, 30 positions; required.

Department required

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

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

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

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

Alphanumeric, 1 position; optional.

Change Individual Position Screen

To change: Enter 2 next to a position at the Work with Individual Position Screen to advance to the Change Individual Position screen. You can change the Description or the Department required fields on this screen. See Create Individual Position Screen for field descriptions.

Display Individual Position Screen

To display: Enter 5 next to a position at the Work with Individual Position Screen to advance to the Display Individual Position screen. You cannot change any information on this screen. See Create Individual Position Screen for field descriptions.

CS03_15 CWDirect 18.0.x 2018 OTN