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Here are some of the new features found in 2013r1. Contact your account manager to schedule your upgrade.

  • A workflow events feature has been added. This feature provides a background service that continuously monitors events…such as payment entry or postings…against configurable rules, and allows you to set up actions based on those events and rules. For example, you could configure Advantage to send an email acknowledging a payment received or a change of address, or inform an external system of a subscription adjustment.
  • An AMB agreement can now contain CIR subscriptions and PRO order lines (along with traditional AMB access points, these are referred to as the agreement’s “components”). This permits you to carry a set of subscribed items for a customer under a single number (the agreement ID). The components can be entered on the agreement singly, or as part of a package. In either case, renewing the AMB agreement will automatically renew the CIR subscriptions, and also cause a reorder of the PRO components.
  • Pricing setup for CIR, AMB, and PRO has been consolidated under the data element of an Advantage “price code” (the price code approach replaces CIR and AMB rate codes). This can simplify and standardize your pricing setup and usage. All price setup now occurs under the item at INVDAT. Price codes do contain module-specific elements (for example, a CIR price code allows you to define valid donor types, set up block pricing or term-based pricing, etc.), but otherwise the concept spans the CIR, AMB, and PRO modules.
  • In the current release, the basic architecture of workflow events has been implemented. Going forward, ACS plans to add more events and actions to the base feature.
  • Advantage now offers a detailed statements feature. This allows you to gather and present multiple invoices to the customer under a single statement, with links back to the details of the creating order so that these may be easily added to the outgoing statement form. In addition, the new workflow events feature (see above) can be used to perform tasks at the “nth” statement effort…for example, to suspend or cancel some or all of a customer’s subscribed services (CIR, AMB, BCL, CEM, and STO).
  • The AMB module now fully supports the renewal page number feature. As with CIR, you can have the AMB renewal process create the numbers, send them out with the renewal efforts, and use these on the way back in as a shortcut for building the full AMB renewal order.
  • You can now enter multiple CIR suspends in a single customer service transaction. You could, for example, set up a customer to temporary-suspend for the first two weeks of July and the last two weeks of September, and also log an indefinite suspend beginning on December 1…all as part of one customer service action.
  • On a given order, your customers may want to use a dedicated address for credit card authorization, which is neither the billing nor shipping address on the order. Advantage now permits capture of a “credit card billing address” during order entry, which is associated with the transaction going forward.
  • The lengths of the Street 1, Street 2, and Street 3 address fields have been increased from 40 to 80 characters each. In addition, the City field (formerly 35 characters) and the Department field (formerly 40 characters) have been increased to 80.
  • The allowable length of CIR pub codes has been increased from 3 to 16 characters. (Upgrading clients may choose to retain their current 3-character pub codes.)

Filed under: Software