Pathway: Setup > Services > Line Of Business
Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific areas of waste management (Roll-off, Residential, Commercial, Medical and etc.). This screen displays in two grids: upper grid and lower grid. The upper grid shows all active and inactive lines of business. Values in the lower grid display when a line of business is selected from the upper grid.
Permissions
The following permissions are required to view, add and edit in the Line of Business Setup screen:
| Permission ID | Permission Name |
120 | Setup \ System and Security |
Upper Grid - Add a Line of Business
The following section provides information on the tabs that are displayed when adding a line of business. To edit a line of business, double-click the row corresponding to the line you want to modify.
Tab: Settings
The Settings tab displays in both the Add and Edit Line of Business popup editors.
Field Descriptions
| Fields | Descriptions |
| LOB ID | The identification for the Line Of Business. |
| Name | The name of the Line Of Business. |
| Active | The active status of the Line Of Business. |
| Screen Type | Select option 1 (this is currently the only option). |
| GL Segment | Enter the GL Segment number to identify and track revenue streaming from a specific line of business. More information about GL Segmentation Setup and Tracking can be found here: GL Segmentation Setup and GL Transaction Processing. |
| Unearned Revenue GL Account | Specifies the GL Account where all unearned revenue for the line of business will be tracked. |
| Work Order Minimum Charge Code | Charge Code that is applied to the work order if the work order minimum has not been met. Example: In the example below, the service charged for is $15 less than the minimum required amount. In this scenario, a charge code would be added to the work order for the difference and the account would be billed $50 ($35 + $15). Review Charge Code Setup for more information on creating a work order minimum charge code. Work order minimum = $50 Service total = $35 Difference = $15 |
| Over Max Weight Charge Code | The charge code applied by the Line of Business if equipment max weight is exceeded. Max Weight is entered in Equipment Type Setup (Setup > Services > Equipment Type). Review Charge Code Setup for more information on creating an over max weight charge code. |
| Rental Charge Code | The charge code applied for daily equipment inactivity (equipment rental fee). Review Inactivity and Daily Rental Fee Setup for more information about daily rental charge setup process and Applying to a Service. |
| Limit Charge Code To Matching Equipment | Limits the charge code list of options available on a work order to only display charge codes that match the equipment of the Line of Business. |
| Limit Charge Code To Matching Material | Limits the charge code list of options available on a work order to only display charge codes of matching material. |
| Invoice Summary Description | Text entered here displays on the invoice summary. |
| Productivity Unit Name | |
| Enable Used Oil Collection | Enables settings for used oil collection within the driver application. |
| Enable Proactive Route Status Driver Check | |
| Enable Manifest Processing | |
| Enable Manifest Group Weight Rounding | Enables rounding when grouping the weight of the boxes for medical waste. |
| Enable Active Dispatch | Controls if the line of business displays on the Active Dispatch screen. |
| Enable Charge Codes Waste Codes | Enables recording and attaching EPA Waste Codes to a charge code. |
| Enable Work Type Default Charge Codes | For each line of business default charge codes apply, this option should be set to 'Yes'. |
| Enable BIC Reporting | Enables BIC reporting where BIC reporting is required. |
| Enable Labor Tracking | Displays the Labor tab on the Service Record. By default, this field is disabled. |
| Route Cutoff Time | Unavailable at this time. |
Tab: Mobile
The Mobile tab controls settings in the driver application for the select Line of Business.
Field Descriptions
| Fields | Descriptions |
| Name | The name of the Line of Business. |
| Active | The status of the Line of Business. |
| Days Available To Driver | Establishes what days a driver can see on their mobile app. |
| Receipt Header Text | Text entered here will display at the top of a receipt. |
| Auto Complete Seconds | Automatically completes a job once the specified time has elapsed. This setting applies only to Residential mode in the driver app and is measured in seconds. For example, if stops should take only 1 minute to complete, enter "60" in the Auto Complete Seconds field. Once the driver arrives at the location, the stop will automatically be marked as "Complete" after 60 seconds. |
| Acknowledgement Text | Text entered here displays in the signature section of the receipt. |
| Service Description Display | A selection here affects how the service description is displayed to drivers in NavuNav (Android). |
| Enable Completion Note Entry | Allows drivers to add a completion note after finishing a service for the line of business. |
Tab: Optimization
The Optimization tab includes settings that are used for Route Optimization. Route Optimization requires additional setup. Watch an overview of Route Optimization here: Route Optimization Overview
Field Descriptions
| Field | Description |
| Optimization | |
| Route Optimization Type |
|
| Route Optimization Overrides | Overrides the default settings configured at Route Smart and indicates how the route will be serviced (right/left side of street, etc.). Leave blank and route optimization will use your Route Smart's unique account settings. |
| Health Overrides | |
| Health Score Weights | |
| Balancing | |
| Compactness | |
| Interlacing | |
Tab: Self-Service Ordering
Settings in the Self-Service Ordering tab apply to the Customer Portal application.
Tab: Productivity and Profitability
The Productivity and Profitability tab determines the specific calculation method the system should use for route profitability calculations.
Field Descriptions
| Field | Description |
| Route Profitability Calculation | Select the preferred calculation method to calculate route profitability. |
| Work Order Profitability Calculation | Select the preferred calculation method to calculate work order profitability. |
| Route Operating Hours Calculation Method | Setting the system will use to identify the route's operating hours. |
| Automatic 30 Minute Lunch Deduction | Setting to have the system automatically apply a 30 minute lunch deduction from the operating hours. |
| Downtime Deduction | Setting that will deduct downtime from route operating hours. |
