Lost business impact on usage

When a line or order is canceled due to lost business, a lost business reason is assigned to that record. When a lost business reason is set up in SA Table Code Value Setup, it can be designated to record the lost business as usage. This ensures that product usage accurately reflects customer demand.

During invoice processing, lost business records are created for order lines that were either marked as lost business by the operator during sales order entry or have a quantity shipped less than the quantity ordered and were not back ordered. These records are stored in a table that is accessed by the Product Administrator Month End Processing Report. If the usage option is set for these records, the canceled amount is used in the usage calculations.

Note: Order lines where the quantity shipped is less than the quantity ordered are called short-shipped lines. For these line items to update usage, set up a lost business reason code of "xo" in SA Table Code Value Setup. Select the Record Lost Business as Usage field.

If you are tracking line hits, which are used to rank products, set up the lost business reasons in SA Table Code Value Setup accordingly. Line hits are accumulated and used for ranking purposes based on parameter settings in Product Replenishment Setup. Lost business hits are added to the total line hits for a product if the associated lost business reason for a lost business transaction updates usage.