Initial Program Configuration - Revision history

Cody Gallagher at 20:25, 17 January 2020

2020-01-17T20:25:20Z

2019-12-19T17:33:26Z

2019-11-27T19:31:42Z

2019-11-27T18:43:34Z

‎Partner Site Setup

2019-11-27T18:27:28Z

‎Downcodes

2019-11-27T18:27:22Z

‎Downcodes

2019-11-27T18:27:05Z

‎Review Address Items

2019-11-27T18:26:55Z

‎Setup Automated Tasks

2019-11-27T18:26:44Z

‎Review Monthly Allocation Setups

2019-11-27T18:17:46Z

‎Review Address Items

← Older revision		Revision as of 20:25, 17 January 2020
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← Older revision		Revision as of 17:33, 19 December 2019
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	The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships.		The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships.
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		+	Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.

← Older revision		Revision as of 19:31, 27 November 2019
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 ===<u>'''Partner Site Setup'''</u>===
 Managing the sites assigned to partners is done using the ‘Partner Sites’ process in AnalystX2.
 The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships.

← Older revision		Revision as of 18:27, 27 November 2019
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	You should review these and edit/add/remove the list of codes to meet your company’s requirements.		You should review these and edit/add/remove the list of codes to meet your company’s requirements.
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	Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records.		Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records.

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 ===<u>'''Downcodes'''</u>===
 Downcodes are managed using the ‘Downcode Maintenance’ process in AnalystX2.
 During the installation process a base set of downcodes will have been created and any during the conversion any existing downcodes will have been duplicated. You should review these and edit/add/remove the list of codes to meet your company’s requirements.
 Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records.
 ===<u>'''Partner Site Setup'''</u>===
 Managing the sites assigned to partners is done using the ‘Partner Sites’ process in AnalystX2.
 The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships.

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 ===<u>'''Review Address Items'''</u>===
-The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process. Double check that all agency codes have been brought over properly.
+The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process.
 When reviewing or adding new address items pay attention to the lookup availability options as they control when an address record will be available in fields that use these items. Also be sure to include an email address whenever possible.

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 ===<u>'''Setup Automated Tasks'''</u>===
-The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules. In PRAMSX2 both of these are referred to as ‘tasks’ and are defined by the same process, ‘Manage Scheduled Tasks’.
+The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules.
 No automated tasks will have been defined by the conversion process so you will need to recreate these tasks in PRAMSX2.
 ===<u>'''Review Address Items'''</u>===
 The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process. Double check that all agency codes have been brought over properly.

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 ===<u>'''Review Monthly Allocation Setups'''</u>===
-The existing PRAMS Plus system did not allow for effective dated monthly allocation setups so effective dated setups were attempted to be resolved from the existing transactional data. In most cases the process is able to find the correct setups, but you should review them to ensure that they were properly converted. This is done using the ‘Monthly Allocation Setup’ process in AnalystX2.
+The existing PRAMS Plus system did not allow for effective dated monthly allocation setups so effective dated setups were attempted to be resolved from the existing transactional data.
 ===<u>'''Setup Automated Tasks'''</u>===
 The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules. In PRAMSX2 both of these are referred to as ‘tasks’ and are defined by the same process, ‘Manage Scheduled Tasks’.