Working with Lines of Business (WLOB)
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.
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.
Conversion program: To associate existing orders with a line of business, you can run the following conversion program, where BBB represents all companies. If you wish to run this conversion program for a specific company, enter the company number in place of BBB.
Mozart Version 3.5: CALL PGM(CSR1130) PARM(’ ’ ’BBB’)
retail.dot.commerce Version 4.0: CALL PGM(CSR1121) PARM(’ ’ ’BBB’)
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 defined on the order header to pull the related division and offer. The related entity is pulled 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 contains a bulk item
• whether the order contains a gift-wrapped item
• the ship via priority defined for the ship via on the order header
Note: You must press F7 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: Customer Service Processing Credits by Line of Business (MCLB)
In this topic:
• Work with Line of Business Screen
• Create Line of Business Screen
• Change 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
• Change Line of Business Assignment Screen
• Display 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.
CSR0901 DISPLAY Work with Line of Business 1/28/99 15:52:37 KAL Co. Opt LOB Code Description
Type options, press Enter. 2=Change 4=Delete 5=Display 6=Assignments
CGW CHEF GEORGE WARRANTY COW CONSUMER WARRANTY CUW CUSTOMER WARRANTY GL GRILL LOVERS
F3=Exit F6=Create F12=Cancel F21=Print List F24=Select company |
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 |
Enter 2 next to a line of business to advance to the Change Line of Business Screen. |
Delete a line of business |
Enter 4 next to a line of business to delete it. Note: The following error message displays 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 |
Enter 5 next to 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 |
Enter 6 next to a line of business to advance to the Work with Line of Business Assignment Screen. |
Create a line of business code |
Press F6 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, press F6.
CSR0902 ENTER Create Line of Business 1/28/99 16:18:27 KAL Co.
Line of Business . . . . . . . .
Line of Business Description . .
F3=Exit F12=Cancel |
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.
Change Line of Business Screen
To change: Enter 2 next to a line of business at the Work with Line of Business Screen 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.
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 press F7 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, enter 5 next to a line of business.
CSR0904 DISPLAY Display Line of Business 2/02/99 8:43:41 KAL Co. LOB Description LOB LINE OF BUSINESS Last Update: 2/02/99 8:36:03
Single Multi
Total Orders . . . . . 37 26 Gift Wrap Orders . . . 8 5 Bulk Orders . . . . . . 18 11 Ship Via Priority 1 . . 1 0 Ship Via Priority 2 . . 1 0 Ship Via Priority 3 . . 1 1 Ship Via priority 4 . . 1 0 Ship Via Priority 5 . . 29 24 Ship Via Priority 6 . . 1 0 Ship Via Priority 7 . . 1 0 Ship Via Priority 8 . . 1 0 Ship Via Priority 9 . . 1 1
F3=Exit F12=Cancel |
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 pressing F7 in Displaying the Line of Business Order Queue Summary (DLOQ) or by submitting the LOBSTATS periodic function. Numeric, 6 positions (MMDDYY 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 set to Y). 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 set to Y). 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 contains 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, enter 6 next to a line of business.
CSR0909 DISPLAY Work with Line of Business Assignment 1/28/99 17:23:10 KAL Co. LOB Description GL GRILL LOVERS
Opt Entity Division Offer
Type options, press Enter. 2=Change 4=Delete 5=Display
555 55 A01 BO1 555 55 A01 555 B01 555 A01 55 B01 55 A01
F3=Exit F6=Create F12=Cancel |
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 Accounts Payable 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 Accounts Payable 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 Marketing Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
.
Screen Option |
Procedure |
Change a line of business assignment |
Enter 2 next to a line of business assignment to advance to the Change Line of Business Assignment Screen. |
Delete a line of business assignment |
Enter 4 next to a line of business assignment to delete it. |
Display a line of business assignment |
Enter 5 next to a line of business assignment to advance to the Display Line of Business Assignment Screen. |
Create a line of business assignment |
Press F6 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 an error message similar to the following displays:
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, press F6. The system automatically advances you to this screen when you complete the Create Line of Business Screen.
CSR0907 ENTER Create Line of Business Assignment 1/29/99 8:43:03 KAL Co.
LOB Description GL GRILL LOVERS
Entity . . . . :
Division . . . :
Offer . . . . :
F3=Exit F12=Cancel |
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 file. See Accounts Payable 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 file. See Accounts Payable 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 file. See Marketing 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. |
Change Line of Business Assignment Screen
To change: Enter 2 next to a line of business assignment at the Work with Line of Business Assignment Screen 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.
Display Line of Business Assignment Screen
To display: Enter 5 next to a line of business assignment at the Work with Line of Business Assignment Screen 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.
| Working with Offer Ship Via Assignment (WSVA) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Displaying the Line of Business Order Queue Summary (DLOQ) |
FU04_15 CWDirect 18.0.x 2018 OTN