Adding Subsystems to a Market Code

You can also associate a market code with a subsystem to deal with restrictions in the order system screens on capturing the results of a marketing piece against a specific list. In addition, you can restrict the market code to a subsystem or a particular product.

 

By applying a market code to a specific product and then combining it with one of your list codes, you can determine if there is a close match between the specific product and the individuals or companies. If no subsystem is specified, then the market code can be used in all of the subsystems.

To add subsystems and products to a market code:

1.    From the Market Code Maintenance screen, select the Subsystems and Products tab.

2.    Click Add.

3.    Click in the Subsystem cell and select the appropriate subsystem.

4.    Click in the Product Code cell to specify a product.
The Product Chooser displays.

5.    Search for the appropriate product and double-click it to select it.
The Product Code, Parent Product, and Product Code Description fields display the information related to the selected record.

6.    Click Save.

Screen Element Description
Add Button. When clicked, a new row is added to the table.
Delete Button. When clicked, the highlighted row is deleted from the table.
Subsystem Table cell. The name of the subsystem involved in the ad-hoc analysis. Personify filters the analysis by subsystem in case a restriction on the market code to a specific subsystem exists.
Product Code Table cell. This opens the Product Chooser and allows you to specify the product the market code targets.
Parent Product Table Cell. Auto-populates based on the Product Code selected.
Product Description Table Cell. Auto-populates based on the Product Code selected.