Lawson Insight Technical Documentation

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OEPROCLEV


                             OEPROCLEV FILE

                       Order Entry Process Level

The Order Entry Process Level file contains the valid process levels for the
entire system.  Each is attached to a company and can only be used in that
company.  A process level can be a division, a department, a group of
departments, and so on.  An entity that will enter, process, and track
customer orders separately should be defined as a process level.

REFERENCED BY

PHI3.1    TX40.1    WH120

UPDATED BY

TX140     WH20.7

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

OEP-COMPANY            Numeric 4
Element: Company       The company number represents an
                       established company and is entered on
                       all function codes.

OEP-PROCESS-LEVEL      Alpha 5
Element: Process Level This field contains the process level,
                       which is the reporting hierarchy below
                       company.

OEP-NAME               Alpha 30  (Lower Case)
Element: Name          The name of the process level. This is
                       the remit-to name that will print on the
                       invoice.


OEP-POA-NAME           Alpha 30  (Lower Case)
Element: Name

OEP-POA-ADDR1          Alpha 30  (Lower Case)
Element: Address 1

OEP-POA-ADDR2          Alpha 30  (Lower Case)
Element: Address 1

OEP-POA-ADDR3          Alpha 30  (Lower Case)
Element: Address 1

OEP-POA-ADDR4          Alpha 30  (Lower Case)
Element: Address 1

OEP-POA-CITY           Alpha 18
Element: Billing City

OEP-POA-STATE          Alpha 2
Element: Poa State

OEP-POA-ZIP            Alpha 10
Element: Postal Code

OEP-POA-COUNTRY        Alpha 30  (Lower Case)
Element: Poa Country

OEP-POA-COUNTY         Alpha 25  (Lower Case)                    TX140
Element: County

OEP-RMT-NAME           Alpha 30  (Lower Case)
Element: Name          The first line of the remit-to address
                       is entered in this field.

OEP-RMT-ADDR1          Alpha 30  (Lower Case)
Element: Address 1     The remit-to address that will print on
                       documents created using this process
                       level.

OEP-RMT-ADDR2          Alpha 30  (Lower Case)
Element: Address 1     The remit-to address that will print on
                       documents created for this process
                       level.

OEP-RMT-ADDR3          Alpha 30  (Lower Case)
Element: Address 1     The remit-to address that will print on
                       documents created for this process
                       level.

OEP-RMT-ADDR4          Alpha 30  (Lower Case)
Element: Address 1     The remit-to address that will print on
                       documents created for this process
                       level.

OEP-RMT-CITY           Alpha 18
Element: Billing City  The remit-to city that will print on
                       documents created for this process
                       level.

OEP-RMT-STATE          Alpha 2
Element: State or ProviThe remit-to state that will print on
                       documents created for this process
                       level.

OEP-RMT-ZIP            Alpha 10
Element: Postal Code   The remit-to postal code that will
                       print on documents created for this
                       process level.

OEP-RMT-COUNTRY        Alpha 30  (Lower Case)
Element: Country or OthThe remit-to country that will print on
                       documents created for this process
                       level.

OEP-RMT-COUNTY         Alpha 25  (Lower Case)
Element: County

OEP-DEF-LOCATION       Alpha 5
Element: Location Code The default location that will be used
                       when placing an order for this process
                       level.

OEP-DEF-ORDER-TYP      Alpha 2
Element: Order Type CodThe default order type that will be
                       used when placing an order for this
                       process level when the operator's
                       default order type is blank. Order types
                       are set up on OE51.1 (Order Type).

OEP-DEF-REASON         Alpha 4
Element: Cb Reason     The default cancellation reason code to
                       be used by the system when canceling an
                       order for this process level. These
                       codes are defined on BL07.1 (Reason
                       Codes).

OEP-DEF-COD-HOLD       Alpha 4
Element: Hold Code     The default hold code that the system
                       will use for Cash on Delivery invoices
                       placed on hold that belong to this
                       process level. Hold codes are
                       established in the Accounts Receivable
                       system.

                       Cash on delivery invoices are placed on
                       hold after the shipment record has been
                       created and the invoice sent. To process
                       the invoice it must be taken off hold.

OEP-DEF-CIA-HOLD       Alpha 4
Element: Hold Code     The default hold code that the system
                       will use for orders placed on hold if
                       cash in advance has not been paid yet
                       for all invoices that belong to this
                       process level. Hold codes are
                       established in the Accounts Receivable
                       system.

OEP-SLS-ACCT-UNIT      Alpha 15
Element: Accounting UniSafety default general ledger account
                       unit to be credited for items ordered
                       using this process level. This account
                       unit will be disregarded and the sales
                       account unit on the sales major/minor
                       classes will be used instead. The sales
                       major/minor class accounts are
                       established on BL05.1 (Sales Class
                       Accounts). This sales account found on
                       the process level serves as somewhat of
                       a safety net - if something goes wrong
                       and for some reason the sales class
                       record is not found, the system will use
                       this account. Therefore, it should never
                       really be used.

OEP-SLS-ACCOUNT        Numeric 6
Element: Account       Default general ledger account number
                       to be credited for items ordered using
                       this process level. This account number
                       will be disregarded and the sales
                       account number on the sales major/minor
                       classes will be used instead. The sales
                       major/minor class accounts are
                       established on BL05.1 (Sales Class
                       Accounts). This sales account found on
                       the process level serves as somewhat of
                       a safety net - if something goes wrong
                       and for some reason the sales class
                       record is not found, the system will use
                       this account. Therefore, it should never
                       really be used.

OEP-SLS-SUB-ACCT       Numeric 4
Element: Subaccount    Default general ledger subaccount
                       number to be credited for items ordered
                       using this process level. This account
                       unit will be disregarded and the sales
                       account unit on the sales major/minor
                       classes will be used instead. The sales
                       major/minor class accounts are
                       established on BL05.1 (Sales Class
                       Accounts). This sales account found on
                       the process level serves as somewhat of
                       a safety net - if something goes wrong
                       and for some reason the sales class
                       record is not found, the system will use
                       this account. Therefore, it should never
                       really be used.

OEP-MI-ACCT-UNIT       Alpha 15
Element: Accounting UniThis is the sales general ledger
                       account unit to be credited for special
                       orders placed using this process level.

OEP-MI-ACCOUNT         Numeric 6
Element: Account       This is the sales general ledger
                       account number to be credited for
                       special orders placed using this process
                       level.

OEP-MI-SUB-ACCT        Numeric 4
Element: Subaccount    This is the sales general ledger
                       subaccount number to be credited for
                       special orders placed using this process
                       level.

OEP-MCG-ACCT-UNIT      Alpha 15
Element: Accounting UniThis is the general ledger account unit
                       that is debited for cost of goods sold
                       when a special order is placed for this
                       process level.

OEP-MCG-ACCOUNT        Numeric 6
Element: Account       This is the general ledger account
                       number that is debited for cost of goods
                       sold when a special order is placed for
                       this process level.

OEP-MCG-SUB-ACCT       Numeric 4
Element: Subaccount    This is the general ledger subaccount
                       number that is debited for cost of goods
                       sold when a special order is placed for
                       this process level.

OEP-EXP-ACCT-UNIT      Alpha 15
Element: Accounting UniThis is the general ledger account unit
                       to be credited as an offset to COGS when
                       placing a special order for this process
                       level.

OEP-EXP-ACCOUNT        Numeric 6
Element: Account       This is the general ledger account
                       number to be credited as the offset to
                       COGS when placing a special order using
                       this process level.

OEP-EXP-SUB-ACCT       Numeric 4
Element: Subaccount    This is the general ledger subaccount
                       number to be credited as the offset to
                       COGS for special orders placed using
                       this process level.

OEP-DSC-ACCT-UNIT      Alpha 15
Element: Accounting UniDefault general ledger accounting unit
                       that will be debited when add-on
                       discounts are used. An add-on discount
                       can be either entered for an order line
                       or an order header by using some of the
                       options available at order entry time.

OEP-DSC-ACCOUNT        Numeric 6
Element: Account       Default general ledger accounting
                       number that will be debited when add-on
                       discounts are used. An add-on discount
                       can be either entered for an order line
                       or an order header by using some of the
                       options available at order entry time.

OEP-DSC-SUB-ACCT       Numeric 4
Element: Subaccount    Default general ledger subaccount
                       number that will be debited when add-on
                       discounts are used. An add-on discount
                       can be either entered for an order line
                       or an order header by using some of the
                       options available at order entry time.

OEP-INVC-EDIT-OPT      Alpha 1
Element: All Flag      Option that determines whether or not
                       users are required to run an invoice
                       edit report before the invoice is
                       printed out. If the invoice edit is
                       required, users will need to run BL121
                       (Invoice Print Edit Report).
                       N = No
                       Y = Yes

OEP-INTF-COST-FL       Alpha 1
Element: All Flag      This field indicates whether or not to
                       post cost for interfaced invoice.
                       Y = Yes
                       N = No

OEP-INTF-INV-FL        Alpha 1
Element: All Flag      This field indicates whether or not to
                       post cost for interfaced invoices.
                       Y = Yes
                       N = No

OEP-TAX-PRINT-CD       Alpha 1
Element: Tax Print Cd  Code indicating whether the tax lines
                       should print in summary or detail on the
                       invoice.
                       D = Calc by line - print detail
                       S = Calc by line - print summary
                       T = Calc and print in summary
                       P = Price incl tax - print summary

OEP-TAX-PRICE-FL       Alpha 1
Element: All Flag      Flag to indicate that prices printed on
                       the customer's invoice include taxes.
                       Y = Yes
                       N = No

OEP-DISC-AOC-FL        Alpha 1
Element: All Flag      Flag to indicate whether add-on charges
                       are included in order-level discount
                       calculations.
                       Y = Yes
                       N = No

OEP-TERMS-AOC-FL       Alpha 1
Element: All Flag      Y = Yes
                       N = No
                       " "

OEP-INVC-CR-FL         Alpha 1
Element: All Flag      If invoicing is done at the process
                       level and OE129 (Daily Shipment Journal)
                       is running (this program creates
                       invoices), this flag will be set to Yes
                       to indicate that other invoice update
                       programs cannot be run.
                       N = No
                       Y = Yes

OEP-INVC-EDIT-FL       Alpha 1
Element: All Flag      If invoicing is done at the process
                       level and BL121 (Invoice Print Edit
                       Report) is running, this flag will be
                       set to Yes to indicate that other
                       invoice update programs cannot be run.
                       N = No
                       Y = Yes

OEP-INVC-PRT-FL        Alpha 1
Element: All Flag      If invoicing is done at the process
                       level and BL122 (Invoice and Register
                       Print) is running, this flag will be set
                       to Yes to indicate that other invoice
                       update programs cannot be run.
                       N = No
                       Y = Yes

OEP-INVC-UPD-FL        Alpha 1
Element: All Flag      If invoicing is done at the company
                       level and BL123 (Sub-System Update) is
                       running, this flag will be set to Yes to
                       indicate that other invoice update
                       programs cannot be run.
                       N = No
                       Y = Yes

OEP-INVC-DTL-FL        Alpha 1
Element: All Flag      This flag indicates whether
                       lots/sublots and serial numbers of items
                       ordered should print on the invoice.
                       N = No
                       Y = Yes

OEP-COD-INVC-OPT       Alpha 1
Element: All Flag      This option determines whether invoices
                       should be created and printed twice for
                       Cash on Delivery orders. If Yes is
                       selected, an invoice will be printed to
                       be sent with the goods (invoice at this
                       time is placed on hold until the driver
                       returns with the payment) and when the
                       driver returns with the payment, that
                       invoice will be printed again to send to
                       the customer for their records. This
                       final invoice will reflect any
                       corrections made after the driver
                       returns.

                       The invoice for the COD order is
                       printed right after the packing step by
                       the COD invoice print program to
                       accompany the shipping. This option
                       determines whether an additional invoice
                       is to be printed by BL122 (Invoice and
                       Register Print).
                       Y = Yes
                       N = No

OEP-SHIP-DAYS          Numeric 3
Normal Days to Ship    Number of days to be added to the order
Order                  date when an order is added to the
                       system to calculate the default expected
                       ship date for the orders. Orders are
                       printed on the pick list based upon
                       their expected ship date.

OEP-EDI-NUMBER         Alpha 15
Element: EDI Number    Electronic Data Interface (EDI) number.

OEP-USED-FL            Alpha 1                                   WH20.7
Element: Used          Flag indicating whether the process
                       level has been used or not.
                       Y = Yes
                       N = No

OEP-TAX-EXEMPT-CD      Alpha 1
Element: Tax Exempt Code

OEP-TAX-CODE           Alpha 10                                  TX140
Element: Tax Code      This field contains a code representing
                       specific tax information.  This must be
                       valid Tax Code.


OEP-POA-CTRY-CD        Alpha 2
Element: Poa Ctry Cd

OEP-POA-REGION         Alpha 2
Element: Poa Region

OEP-POA-EC-CTRY        Numeric 3
Element: Poa Ec Ctry

OEP-POA-ISO-CTRY       Numeric 3
Element: Poa Iso Ctry

OEP-RMT-CTRY-CD        Alpha 2
Element: Rmt Ctry Cd

OEP-RMT-REGION         Alpha 2
Element: Rmt Region

OEP-RMT-EC-CTRY        Numeric 3
Element: Rmt Ec Ctry

OEP-RMT-ISO-CTRY       Numeric 3
Element: Rmt Iso Ctry

                         OEPROCLEV FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

OEPSET1   COMPANY                                                PHI3.1  TX140
          PROCESS-LEVEL                                          TX40.1  WH120
                                                                 WH20.2  WH20.7

                         OEPROCLEV FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Arcomp         ARCOMP       Required

                            OEP-COMPANY          -> ACO-COMPANY

Arproclevl     ARPROCLEVL   Required

                            OEP-COMPANY          -> APV-COMPANY
                            OEP-PROCESS-LEVEL    -> APV-PROCESS-LEVEL

Def Cia Hold   HOLDCODES    Required
                            When OEP-DEF-CIA-HOLD != Spaces

                            ACO-CUST-GROUP       -> HDD-CUST-GROUP
                            OEP-DEF-CIA-HOLD     -> HDD-HOLD-CODE

Def Cod Hold   HOLDCODES    Required
                            When OEP-DEF-COD-HOLD != Spaces

                            ACO-CUST-GROUP       -> HDD-CUST-GROUP
                            OEP-DEF-COD-HOLD     -> HDD-HOLD-CODE

Exp Acct       GLMASTER     Required
                            When OEP-EXP-ACCT-UNIT != Spaces
                            Or   OEP-EXP-ACCOUNT   != Zeroes
                            Or   OEP-EXP-SUB-ACCT  != Zeroes

                            OEP-COMPANY          -> GLM-COMPANY
                            OEP-EXP-ACCT-UNIT    -> GLM-ACCT-UNIT
                            OEP-EXP-ACCOUNT      -> GLM-ACCOUNT
                            OEP-EXP-SUB-ACCT     -> GLM-SUB-ACCOUNT

Misc Csgs      GLMASTER     Required
                            When OEP-MCG-ACCT-UNIT != Spaces
                            Or   OEP-MCG-ACCOUNT   != Zeroes
                            Or   OEP-MCG-SUB-ACCT  != Zeroes

                            OEP-COMPANY          -> GLM-COMPANY
                            OEP-MCG-ACCT-UNIT    -> GLM-ACCT-UNIT
                            OEP-MCG-ACCOUNT      -> GLM-ACCOUNT
                            OEP-MCG-SUB-ACCT     -> GLM-SUB-ACCOUNT

Misc Sls Acct  GLMASTER     Required

                            OEP-COMPANY          -> GLM-COMPANY
                            OEP-MI-ACCT-UNIT     -> GLM-ACCT-UNIT
                            OEP-MI-ACCOUNT       -> GLM-ACCOUNT
                            OEP-MI-SUB-ACCT      -> GLM-SUB-ACCOUNT

Oecompany      OECOMPANY    Required

                            OEP-COMPANY          -> OEC-COMPANY

Oecompref      OECOMPREF    Not Required

                            OEP-COMPANY          -> OEL-COMPANY
                            OEP-PROCESS-LEVEL    -> OEL-PROCESS-LEVEL

Oereason       OEREASON     Required
                            When OEP-DEF-REASON != Spaces

                            OEP-COMPANY          -> OER-COMPANY
                            OEP-DEF-REASON       -> OER-REASON-CODE

Ord Discount   GLMASTER     Required
                            When OEP-DSC-ACCT-UNIT != Spaces
                            Or   OEP-DSC-ACCOUNT   != Zeroes
                            Or   OEP-DSC-SUB-ACCT  != Zeroes

                            OEP-COMPANY          -> GLM-COMPANY
                            OEP-DSC-ACCT-UNIT    -> GLM-ACCT-UNIT
                            OEP-DSC-ACCOUNT      -> GLM-ACCOUNT
                            OEP-DSC-SUB-ACCT     -> GLM-SUB-ACCOUNT

Ordertype      ORDERTYPE    Required

                            OEP-COMPANY          -> OTP-COMPANY
                            OEP-DEF-ORDER-TYP    -> OTP-ORDER-TYPE

Sales Account  GLMASTER     Required

                            OEP-COMPANY          -> GLM-COMPANY
                            OEP-SLS-ACCT-UNIT    -> GLM-ACCT-UNIT
                            OEP-SLS-ACCOUNT      -> GLM-ACCOUNT
                            OEP-SLS-SUB-ACCT     -> GLM-SUB-ACCOUNT