AudienceView Connect
 Product Guides   Knowledge Base   Discussions   Support   Annual Conference   Developer Guide Login   Developer Guides  
 

Creating a Renewal Miscellaneous Item Rule

Table of Contents | Next

To add a miscellaneous item rule to a renewal, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Renewal tab.
    The Renewals|Search page appears. 
  3. Search for and select the renewal that you want to work with. For more information, refer to Utilities Renewals|Search Page and Performing Searches.
    The Renewals|Details page appears. 
  4. Select the Miscellaneous Items tab.
    The Renewals|Miscellaneous Items page appears.
  5. Click 'Add Rule'.
    A new miscellaneous item rule row appears.
  6. Enter the name of the miscellaneous item on the source order in the 'Item From' field or click  to search for a miscellaneous item.
    For more information, refer to The Find Miscellaneous Items Dialog Box.
  7. Enter the name of the miscelleous included in the offer in the 'Item To' field or click  to search for a miscellaneous item.
    For more information, refer to The Find Miscellaneous Items Dialog Box.
  8. For every miscellaneous item rule that you want to add, repeat the process from Step 5.
  9. Click 'Apply'.
    A window confirms that the application updated the renewal.
  10. Click 'OK'.
Caution
Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later.