Evantage Blog

11 September 2009   By  Molly Mathe

With the 2008R1 release (and later), you can set up an item to be valid for only those promotions under which it has been specifically defined as a promotion item at CPNPMO/ITM.

When this setting is used, the item cannot be added under a different promotion, even when the promotion is set up to allow additional items.  This would allow you, for example, to protect an item from being sold under the wrong promotion---one intended for another owning organization, for example.

Defining the item at INVDAT

Order Entry The order entry edit that prohibits addition of promotion-exclusive items to "non-participating" promotions is in place at the following places:

  • Order entry views (e.g., MSTDAT/FST, /CIR)
  • Uploads (e.g., CIR125, PRO301)
  • Web orders

If you try to add a "promotion exclusive" item to an order under a promotion that it is not defined on, you will receive a message alerting you that the item is exclusive to specific promotion codes, and cannot be ordered under that promotion.

11 September 2009   By  Cindy Morphew

Paul DesRosiers is a man of many talents and he has put them to good use in his 12 years at ACS.  After earning a degree in computer engineering, his first job was as a programmer for a company that developed accounting software.  During his time there, he enrolled in night school at Eastern Michigan University, where he earned an MBA with a concentration in Strategic Quality Management.  Paul still retains his membership in the American Society for Quality.

Although he enjoyed programming, Paul wanted to use his business skills as well.  He joined ACS in 1997 as an analyst in the implementation area, and began learning Advantage and the project methodology.  Paul has great memories of working with Caryn Bair on his first implementation, at what was then called Intertec.

Caryn remembers that time also: "We tortured Paul so thoroughly, that I am surprised he is still with Advantage, let alone that he still speaks to us.  He was brand new and assigned to our first implementation.  He took the heat from both sides, yet managed to present a positive attitude to his customer every time.  But with the trial by fire beginning, we do take credit for how thoroughly he learned the product and the project needs of clients!  He put tremendous effort into keeping us satisfied and moving forward.  I always ask if Paul can be on my projects because of the confidence I have in him."

During the 1999 Y2K compliance push, many clients scheduled upgrades and Paul was asked to help with resource planning and scheduling in that area.  He has worked in the upgrade realm ever since and today, as a Project Director, is the acknowledged Upgrade Guru.  Under his leadership, the section has grown from an average of five upgrade projects a year to 20 or more.  Since taking over responsibility for the area, more than 100 upgrade projects have been completed.

Steve Miller, of Wolters Kluwer Health, has high regard for Paul: "I've had the pleasure of working with Paul on several upgrade projects here at WKH over the years, and I can say that each of those projects was very successful because of Paul's project management skills, communication abilities and attention to detail at every level.  I look forward to working with Paul again on our next upgrade or whatever project Paul may be leading." 

Paul earned his Project Management Professional certification from the Project Management Institute and called upon this training to help him implement a methodology for Advantage upgrade projects.  Since earning his certification, Paul has helped to develop training materials for other candidates looking to earn their PMP.  Helping to create the foundation, plus metrics and standards, was an enjoyable exercise for Paul, as he relishes challenges which enable him to learn new things.

Evelyn Acton worked with Paul at their previous workplace as well as here at ACS.  She has this to say about him:  "As a programmer, Paul was always top notch.  He was VERY dedicated to figuring out solutions and serving the clients well……..that's a quality that has stayed with him throughout the years.  I truly enjoy working with Paul.  He has an open-door policy and is always willing to help on tasks or let you bounce ideas off of him."

Greg Stout, Paul's supervisor, describes him this way:  "In essence, Paul is a guy who gets things done.  He is always on top of his various projects and responsibilities, and gets the work done while continually looking for ways to improve customer satisfaction and operating procedures.  He is great at working with all kinds of people and offering solutions that work for everyone.  When a new initiative presents itself at ACS, I can always depend on Paul to take on the challenge and be an enthusiastic member of the team. And he appears to do all this with the easy stride of an accomplished long distance runner (which he is)."

Perhaps the most enjoyable aspect of his job, Paul says, is that he gets to interact with so many clients and departments at ACS.  Upgrades have an impact on--and are important to--nearly every area of the company.  Paul works with the support center staff, the account managers, the QA folks, the engineers and the documentation team, all of whom are involved in an upgrade project in its various stages.

Larry Kleber works with Paul on the "nuts and bolts" of most upgrades.  "Paul always knows what's going on in all the projects in his area, but never micro-manages. If you can't get a hold of the project manager, chances are that a quick call to Paul will get you the answer you need," says Larry.  He goes on to say: "Paul is constantly asking the question ‘How could we do this better?' Even if the process is working well, he is constantly looking for ways to optimize and streamline the process."

Paul and his wife, Lisa—his high school sweetheart—live in Dexter with their three children: Cadey, 12, Blake, 10, and Tommy, 5.  Paul and Lisa enjoy camping with the kids and are both Sunday school teachers at their church.  Paul's hobbies also include biking, hitting garage sales, exercise and running.  He likes both trail and road running, and ran in 12 races in 2008, ranging from 5K's to half-marathons.  Paul has brought this outside interest in to the workplace, as he was responsible for arranging a professional trainer to come to ACS twice weekly and lead core exercise classes for ACS staff.

Whatever he does, Paul goes at it with enthusiasm and determination, and you can count on him to keep at it until he achieves his goal.  Your upgrade is safe in his hands.  

11 September 2009   By  Cindy Morphew

Both September webinars are multi-session.  Each webinar will consist of two different sessions, with an exercise or quiz to be completed after the first session in preparation for the second.

Reserve your spot at the webinar registration page.

September 21st  and 23rd Setting Up Customer Service Responses (via email and mail merge) Instructor: Mike McCarren This was a popular topic last year.  Don't miss out! September 30th and October 2nd In-depth Process Log Review Instructor: Daryl Vautour He'll also cover some techniques used to better review and handle nightly processing.

11 September 2009   By  Cindy Morphew

All of us here at ACS are looking forward to seeing those of you that are planning to attend this year's Training Week.  In addition to the useful information in all the class sessions, the networking with other Advantage users and ACS staff is always valuable to attendees.

Tuesday, September 15

  • Maximizing Personnel Efficiency:  Optimizing Data Entry and Customer Service Instructor: Mona Hidayet
  • User Forum:  Product Families, Hierarchy, and Granularity Instructor: Dan Heffernan

Wednesday, September 16

  • Marketing Analysis Reports and Business Intelligence in Advantage Instructors: Dick Hile and Corey Mantel

Thursday-Friday, September 17-18

  • Advantage Financial Management:  Reconciliation, Auditing, and Reporting Instructors: Bob Thornton and Corey Mantel

Friday, September 18

  • Enhancing the Customer Service Experience:  Powerful Contact Management Instructors: Angie Markel and Doug Moore

For more information about 2009 Training Week, contact Ken Nemerovski at (734) 327-2345 or

11 September 2009   By  Cindy Morphew

ACS is thrilled to announce that Egmont Magasiner of Denmark is the newest addition to the Advantage client list.  Located in Hellerup, a suburb of Copenhagen, Egmont Magasiner publishes 17 consumer magazines in the areas of house and home, car and boat, parenting, computing, sports, leisure, travel and hobby, plus general men's and women's titles.  Egmont Magasiner is one of about 20 companies in Europe which are part of the Egmont Foundation. 

Egmont Magasiner chose Advantage after a thorough search and evaluation process lasting almost two years.  The implementation project is underway with go-live planned for mid 2010.

Welcome, Egmont Magasiner, to the Advantage family!

Subjects:client
11 September 2009   By  Cindy Morphew

The next release of Advantage--available in the second half of October—is jam-packed with new features and functionality.  Here are just some of the new things contained in the release.

  • Customer Hierarchy:  The Customer Relationships feature has been expanded to offer a more robust use of relationships---the Customer Hierarchy, which makes use of the concept of relationship trees.  Previously, customer relationships were usually reciprocal (employer/employee), or nested in a two-deep hierarchy (such as with the Master Customer Relationships feature).  Now, relationship trees allow you to set up structures with multiple, theoretically unlimited, nesting levels (for example, employees within branch office within company within parent company).  In addition, you can view the aggregate purchase history, activity summary, subscription summary, and notes for a single relationship tree in one display.
  • Customer Relationships in a Household:  The Customer Relationships feature has also been expanded to allow the setup of Household Relationships.  This is similar to the Location customer feature, but is geared more toward private households.  When two or more customers are joined in a household, the system can auto-create a separate customer record to represent the household, and order entry edits can be applied to require the system to use this household record.  You could use the latter feature to ensure, for example, that a single address receives only one subscription, regardless of the number of separate customers living there.
  • AMB included in SVCDAT List and Directory Views:  The List and Directory views at SVCDAT now support the display of all the AMB access points on which the selected customer is a participant.  This is similar to the current list of the customer's publications at SVCDAT.  As with the latter, the system capitalizes the access point name if it is on an active agreement, and uses lower case if the agreement is inactive.
  • Specific Payment Types in Promotions:  Previously in Advantage, you could set up promotions to accept only specified payment codes for credit cards.  For example, you could create a promotion that would accept Visa, but not AMEX.  With this release, the following full validation setup is offered for promotions: you can specify the payment types accepted for each promotion (for example, you could define a promotion that accepts direct debit, but not credit cards); and within each valid payment type, you can specify the payment codes accepted (for example, could define a promotion that accepts checks and cash, but not wire transfer payments).
  • Auto Control Groups: You can now configure the system to automatically create, open, balance, and close control groups for customer reps, without the reps needing to route to MSTDAT views that manage these control group features.  Thus, you can move the required flow of control group handling into a background, invisible series of tasks as far as the rep is concerned.

For more information, contact your Account Manager.

10 September 2009   By  Cindy Morphew

We are pleased to announce the latest Advantage module: Business Intelligence.  You've told us that people in your organization need to be able to get at the vast amount of data in Advantage; that they want meaningful reports, easily accessed and not requiring detailed technical knowledge or deep familiarity with Advantage.  We listened and the BI module is our response. BI offers you 3 main benefits:

  1. Meaningful Reports Rather than selecting reports and then running them, you simply go to a website to access reports which will include graphs, pivot tables you can modify and standard "canned" reports.  You can configure your home page to display specific reports of your choice at the time interval of your choice.  Reports include the analysis types you need—snapshot, historical and comparison; the subjects relevant to your business—marketing, financial and operational; and are geared for each user type you have—key performance indicators for strategic decision makers, summarized data for tactical decision makers, and access to detail for front-line decision makers.
  2. Organized & Accessible Data Your data is already organized for you for easy analysis, stored in a separate data mart.  The data is structured around the measures and dimensions you need and summarized data is efficiently presented.  There's no need for users to know field names or codes. You can access reports on demand via a SharePoint website, or they can be delivered via email.  Reports are also interactive so that users can explore combinations of dimensions, drill down to deep detail or jump to related reports.
  3. Industry-Standard  Solid Foundation The module uses advanced tools with broad acceptance.  These include Microsoft SQL Server, Integration Services, Analysis Services and Reporting Services, plus Excel.  These tools have been used to provide a suite of core reports with customization options involving web layout, custom data elements and new report development.

The BI module is in beta testing at both Kalmbach and Oakstone.