Applying a line of business
On some entities, you can select a line of business, on others, the line of business is inherited.
Setting the line of business on an entity
The following entities display the Line of Business field and allow you to select or apply a Division > Line of Business pairing in a variety of ways.
How to...
Line of business inheritance rules for dependent entities
You cannot select a line of business on dependent entities. All billing items associated with the list of entities above, plus quotes, are considered dependent entities.
- If the contract is the parent entity or the parent entity is associated with a contract, dependent entities inherit the line of business from the contract.
NOTE Tickets and projects can be assigned a line of business that is different from the line of business the contract is associated with. The billing items on a ticket or contract are considered to have a closer association with the contract, which is a financial tool, and therefore always inherit the line of business from the contract, not the parent entity. Refer to Why would the line of business on the parent and the contract differ?
- If the parent entity is not associated with a contract, dependent entities inherit the line of business from the parent.
- For sales orders, the opportunity's line of business is defaulted in, but can be overridden manually or by using a sales order workflow rule.