Marketing Event Transitions
Marketing Event Transitions
Marketing Event Transitions
Program #: 1823
Module: System Administration
Overview
Use Marketing Event Transitions (program #1823) to define valid transitions from one marketing event to another. SBN checks for valid marketing event transitions in the following order:
1. A transition with defined current and new events.
2. A transition with a blank current event and a defined new event.
3. A transition with a defined current event and a blank new event.
4. A transition with blank current and new events.
Note: The default setting for marketing event transitions displays blank current and new events, and a 0 for the action. Use the default to enable a transition from any marketing event to any marketing event without requiring user authorization.
To access this program, select Marketing Event Transitions (program #1823) from the main menu of SBN.
The Marketing Event Transitions Window
The following graphic shows Marketing Event Transitions as the program opens. The upper pane displays previously defined marketing event transitions.
Field/Column Descriptions
The following table describes the fields and columns used in Marketing Event Transitions.
|
Field/Column |
Description |
|
Current Event |
Identifies the current marketing event. (This menu originates from program #1856.) O If you leave this field blank, the transition is valid for any marketing event. |
|
New Event |
Identifies the marketing event to transition to.(This menu originates from program #1856.) O If you leave this field blank, any marketing event transition is valid for the current marketing event. |
|
1 (Contract Flag) |
If this column displays an X, the installation must have a contract before this marketing event transition is valid. |
|
2 (Work Order Flag) |
If this column displays an X, the installation must have a work order before this marketing event transition is valid. |
|
3 (Account Flag) |
If this column displays an X, the installation must have a billing account record before this marketing event transition is valid. |
|
4 (Cancel Flag) |
If this column displays an X, the installation must be in cancelled status before this marketing event transition is valid. |
|
Action |
Identifies an action that must be included in a user’s action profile for that user to activate this marketing event transition. |
|
Contract Flag |
Enter a check mark in this box to require the installation to have a contract before this marketing event transition is valid. |
|
Work Order Flag |
Enter a check mark in this box to require the installation to have a work order before this marketing event transition is valid. |
|
Account Flag |
Enter a check mark in this box to require the installation to have a billing account record before this marketing event transition is valid. |
|
Cancel Flag |
Enter a check mark in this box to require the installation to be in cancelled status before this marketing event transition is valid. |
Using Common Functions
See the reference document Common Functions in SBN for more information.
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
|
Button |
Name |
Shortcut Key |
Action |
Description |
|
|
Get |
ALT+F1 |
1823/ 1 |
Get record. |
|
|
Change |
F2 |
1823/ 2 |
Change selected record. |
|
|
New |
F3 |
1823/ 3 |
Create new record. |
|
|
Delete |
SHIFT+F10 |
1823/ 4 |
Delete selected record. |
|
|
Undelete |
ALT+F10 |
1823/ 5 |
Restore deleted record. |
|
|
|
CTRL+F8 |
1823/ 6 |
Print selected records. |
|
|
Copy |
SHIFT+F3 |
1823/ 999 |
Copy current record. |
|
|
Previous |
F4 |
1823/ 999 |
Select last record. |
|
|
Next |
F5 |
1823/ 999 |
Select next record. |
Modifications and Updates to Marketing Event Transitions
The following table lists modifications and updates to the Marketing Event Transitions document.
|
Mod Number |
Date |
Description |
|
n/a |
8/19/14 |
Images updated. |