Sources

Program #:   1710

Module:    System Administration

Overview

Use Sources (program #1710) to define and maintain the list of marketing sources.

A menu of Sources appears in the New window and the New Inquiry dialog box in Marketing (program #562). The sources displayed in the menu vary based on

• The branch and program selected in the New window or New Inquiry dialog box

Note: If you select a branch and program, the menu of sources displays only those sources associated with

q    Both the selected branch and selected program

q    All branches and the selected program

q    The selected branch and all programs

q    All branches and all programs

or...

• The dealer ID selected in the New window or New Inquiry dialog box

Note: If you select a Dealer ID, the menu of sources displays only those sources associated with

q    The selected dealer ID

q    All dealer IDs

To access this program, select Sources (program #1710) from the main menu of SBN.

The Sources Window

The following graphic shows the Sources window as the program opens. The window displays previously defined sources.

Field/Column Descriptions

The following table describes the fields and columns used in the main window of Sources.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel

Sources contains a sublevel with five tabs:

• Programs

• Log

• Branches

• Dealers

Note: Actions 1710/40-42 control access to the Dealers tab and functions.

• Translations

Note: Actions 1710/50-54 control access to the Translations tab and functions.

You may use the Programs, Branches, or Dealer tabs to associate a source with specific programs, branches, or dealers. Then, the menus of Sources throughout Marketing display only those sources valid for a selected branch, program, or dealer. However, you may associate a source with all programs, branches, or dealers. See Zooming into the Sublevel. See Examples for scenarios in which you would associate sources.

The Programs Tab

Use the Programs tab to associate a source with programs. The tab displays previously associated programs.

Field/Column Descriptions - Programs Tab

The following table describes the fields and columns used in the Programs tab.

The Log Tab

Use the Log tab to view a history of the cost of using a selected source during the time specified in the Period fields in the main window of Sources.

Column Descriptions - Log Tab

The following table describes the columns used in the Log tab in the sublevel of Sources.

The Branches Tab

Use the Branches tab to associate a selected source with branches. The tab displays previously associated branches.

Field/Column Descriptions - Branches Tab

The following table describes the fields and columns used in the Branches tab in the sublevel of Sources.

The Dealers Tab

Use the Dealers tab to associate a selected source with dealers. The tab displays previously associated dealers.

Note: Actions 1710/40-42 control access to the Dealers tab.

Field/Column Descriptions - Dealers Tab

The following table describes the fields and columns used in the Dealers tab.

Translations Tab

Use the Translations tab to attach translations to sources. The menus of Sources in Marketing then display the sources in the user’s language.

Note: Actions 1710/50-54 control access to the Translations tab and functions.

The tab displays previously defined translations.

Field/Column Descriptions

The following table describes the fields and columns used in the Translations tab.

Creating a Global Source

You may associate a source with all

• Branches

• Programs

• Dealers

In Marketing, menus of Sources then display that source for all branches, programs, or dealers.

Use the following steps to create a global source:

   1.    In Sources (program #1710), select the source that you want to associate with all branches, programs, or dealers.

   2.    Choose Zoom in/out of Sublevel.

‰    The sublevel tabs appear below the main window of Sources.

   3.    Select the tab in which you want to associate the source.

   4.    In the tab, choose New Record.

‰    The single field in the lower pane of the tab opens.

Note: Fields vary by tab:

q    Sales Branch - in Branches tab

q    Program - in Program tab

q    Dealer - in Dealer tab

   5.    Leave the field blank.

   6.    Choose Save.

‰    The list of defined sources for that branch, program, or dealer displays a line (________) to identify the source associated with all branches, programs, or dealers.

Examples

The following examples depict scenarios in which a system administrator has associated a source

• With all branches, programs, or dealers

• With specific branches, program, or dealers

Example 1

Company A has placed an advertisement for their security services in a national newspaper. The advertisement discusses a range of services. The system administrator for Company A created a source in program #1710 named National Ad. Because this advertisement was designed to reach customers from all across the country who are interested in various services, the system administrator accessed the Branch, Program, and Dealer tabs and associated National Ad with all branches, programs and dealers.

Example 2

Company B advertises its residential security services in the local telephone directory. However, it advertises its commercial security services in a special mailer to local businesses. The system administrator for Company B created two sources in program #1710 named Local Directory and Special Mailer. In the Dealer tab, the system administrator associated Local Directory with Dealer 102, who exclusively sells residential systems and associated Special Mailer with Dealer 245, who exclusively sells commercial systems.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Modifications and Updates to Sources

The following table lists modifications and updates to the Sources document.