Evantage Blog

A Sneak Peek at Some 2009r2 Features
13 May 2009   By  Cindy Morphew

Here are just some of the new features available in Advantage 2009R2.

  • Access Management & Billing (AMB) - The AMB module now incorporates renewal statistics tracking, similar to functionality in the CIR module.  The AMB340 process (regular renewals) and AMB350 process (auto-renews) will now auto-assign renewal promotion codes.  Also, renewal responses to AMB promotions are reflected on the CPNPMO-M promotions statistics table, at the agreement level.  A new promotion table, AMBPMO-M, reflects response statistics at the level of the access point.

  • The Customer Overview display now incorporates the same routing functionality that is available in the Customer Portrait.  From the Overview, you can access a number of different Advantage informational views for the customer---including, for example, A/R and subscriptions---as well as route immediately to MSTDAT/FST for the purpose of entering orders.

  • Advertising Management (ADM) - Order entry and maintenance for the Advertising Management module has been consolidated into a single tabbed workspace, ADMDAT.  From ADMDAT, you can enter and maintain advertiser contracts, as well as perform standard functions related to insertion orders.  The ADMDAT workspace uses Advantage scripting functionality, meaning that you can tailor your contract and order entry fields according to the needs of the contract or order, or by user.

  • Inventory Management (INV) - Advantage has added "price point" functionality to the Inventory management module.  With this feature, you associate an item to a separate price point inventory item for the sole purpose of assigning and maintaining prices.  For example, if you have a line of 100 items with identical pricing, and wish to increase the price incrementally each year, you can assign all the items to the same "price point" item.  This means that ongoing price maintenance need only be performed on the price point item; the other items would inherit the pricing structure assigned to the latter.

  • Conference and Event Management (CEM) - You can now offer Conference registrations as items under a promotion (along with PRO items, CIR subscriptions, MBR subscriptions, and AMB access points).  As with the latter, you can set up multiple Conference offers under the same promotion, using different pricing, or a different mix of sessions.  Finally, as with PRO, CIR, MBR, and AMB, you can set up reusable Conference "choices" at the CPNTBL workspace, so that you can assign the same offer to different promotions.


For more information, contact your ACS account manager.

Subjects:advertisinginventoryconferencestatisticscustomer
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Even More Highlights of 2008R2
01 June 2008   By  Cindy Morphew
Here are even more highlights of the latest release.
  • You can now include AMB agreements in inventory packages that are set up at the INVPAK workspace.  You can include a CIR subscription (or a PRO product) with an AMB agreement within the same package for your customers, and offer package pricing.  Currently, only single-access-point agreements may be used with this feature.
  • A new view, OPRDAT/SES, tracks the history of user locations, as well as high-level activity (logging in and out, routing between views, etc.).  This information could be of use in researching system problems, for example---since you have an audit trail of how users have moved through the system.
  • With this release, separate transaction tables have been created as associated tables to both the CPNPMO-M and CIRPMO-M tables. The new associated tables contain only the statistical portions of the current promotion tables (and omit the fields related strictly to promotion setup). These tables are updated by Advantage processes, which in turn update the main CPNPMO-M and CIRPMO-M tables when the process completes successfully.

    One effect of this change is that users can now be working at the CPNPMO workspace and its views (to add and maintain promotions) while the posting processes are running.
  • A separate Date of Birth field has been added to the main Advantage customer record. Many clients use this information in their daily business, and previously have had to store this in a customer demographic field. The new date-format field allows the customer's birthdate to be stored directly on the main record.

For more information, contact your ACS account manager.

Subjects:oprambcpncircustomer
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Quick Search Icons
01 May 2008   By  Kathie Porter
Searching for a customer, publication information, a product, customer notes or promotions is easier than ever. It is NOT necessary to route to SVCDAT/CTM to search for your customer or to CIRPUB to look for information about your publication. Simply use the icon (or the associated hot key) to access the appropriate search dialog box.

These icons are available at EVERY view - even views without Order Entry capability (CDSOPR...).

The icons - in order from left to right - are as follows:

  • Blue & yellow figurines: Customer Lookup (Control key plus number 1 key = CTL-1)
  • Darker blue square icon: Inventory Lookup (CTL-2)
  • Orange figure with pen: Customer Notes (CTL-3)
  • Orange square icon: Publication Information (CTL-4) - see issues, rates, delivery codes and much more
  • White square icon: next Due Notes (CTL-5) - sort in reverse order by Due Date
  • Open envelope icon: Promotion Finder (CTL-6) - Old fashioned value list works on the Promo Code at the bottom of the dialog box
  • Yellow figurine: Customer Overview (CTL-7) - for current session customer
  • Orange figure in frame: Customer Portrait (CTL-8) - for current session customer
  • Scissors in box: Coupon Information for customer and for coupon (CTL-0) - as of 2007r2
  • Red phone: Call Tracking icon (CTL-9)

These ten icons can save you time and effort when looking up information, whether checking up on something or working with a customer.

Subjects:customersvccir
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