About selecting the eligibility criteria The Selection tab of the Automated Upgrade Job Maintenance page allows you to set criteria, in addition to the upgrade-from products on the Mapping tab, for eligibility to receive the upgrade. Selecting the type of selection criteria From the Selection based on dropdown, select the criteria to use to determine […]
Admin
Viewing upgrade job transactions and run results
About the upgrade job transactions Poetic records a transaction against the upgrade job when: The job is created A validation run is completed A production run is completed The job is inactivated The user updates: Activation configuration Order configuration Selection criteria Mapping Notification configuration Validation configuration Run schedule Users can view the list of transactions. […]
Configuring validation requirements for paid upgrades
About entitlement validation for upgrades The Validation tab displays if the upgrade type is Paid upgrade. For paid upgrades, when users perform an upgrade activation, they must provide proof, in the form of a LAC or LACs, that they have purchased the required upgrade product for the upgrade. For example, to upgrade from Acme DocumentWriter […]
Using data and conditional tags in notification templates
About notification template tags Each notification template includes a list of tags that may be inserted into the notification. Tags are used to either insert a specific piece of data or check for a specific condition. When the notification is sent, the tags are replaced by the appropriate data. You can insert tags into either […]
Adding and editing carrier services
About carrier services Carrier services are the shipping companies the publisher uses to ship physical products to customers. Users are prompted to select the carrier service depending on the settings for the order mode. Publishers set available shipping prices by loading a flat file of prices based on carrier service, country, currency, and weight. Customers […]
Adding and editing company types
About company types Each company in Poetic is assigned a company type. The company type controls: The information required for the company The information required for users in the company The security roles available for users in the company The default security role for users in the company How to create Poetic logins for users […]