Defining a Market Code

You can restrict the market code to any subsystem or product. If no subsystem is specified, the market code can be used in all Personify subsystems. In the case where a market code is to be used for a particular product, the product code and parent product code are entered. For a subsystem-wide market code, you can choose to enter only the acronym for the subsystem in the table window.

To define a market code:

1. From the toolbar, select Marketing & Communication > Market Code Definition.
The Market Code Maintenance search screen displays, as shown below.

You can also access this screen from the Marketing Launch screen by clicking “Define Market Codes.”

2. Click Create New Market Code.
The Market Code Maintenance screen displays, as shown below.

3. If applicable, check the Active checkbox.

4. Click the Agency link and search for the appropriate agency.

5. Select a Promotion from the drop-down.

6. Select the Department from the drop-down.

7. Select the Campaign from the drop-down.

8. Select the Marketing Date from the drop-down.

9. Select the Valid From date form the drop-down.

10. If necessary, select the Valid Thru date from the drop-down.

11. Enter the Marketing Cost.

12. Click Save.

Screen Element	Description
Market Code	Text box. The unique market code typically assigned to a mailing or catalogue but captured by the Order Entry screen.
Active	Checkbox. The status of the market code. Inactive market codes cannot be referenced on the Order Entry screen.
Agency	Link. The customer number for the agency that created the promotional or marketing piece, if bought from a particular company.
Promotion	Drop-down. Displays the form in which the marketing is going to take place. This information is for your own grouping and reporting purposes. No current report exists that uses this field, so you would need to create your own. For example, marketing via a brochure, letter, or over the Web.
Department	Drop-down. The optional department code for the department initiating the marketing promotion. This information is for your own grouping and reporting purposes. No current report exists that uses this field, so you would need to create your own.
Campaign	Drop-down. The name of the fundraising campaign associated with the marketing promotion. This information is for your own grouping and reporting purposes. Used in Data Analyzer reporting.
Marketing Date	Drop-down. The date associated with this marketing piece. Allows you to know the relative age of various marketing pieces.
Valid From	Drop-down. The date on which this market code is visible to the Order Entry screen.
Valid Thru	Drop-down. Date after which this market code is not visible for the creation of new orders. If you enter the date here, you will not need to deactivate the code in the future.
Marketing Cost	Text box. The cost of the marketing effort or venture.