Whenever users select from a dropdown a notification template to use for a specific purpose, the values in the dropdown come from a list maintained from the list value maintenance function. Using a list allows you to localize the template names. The list is called NOTIFICATION_TEMPLATE_ **categoryCode**, where **categoryCode** is the code representing the category […]
Moving contracts to another company
When required, a contract can be moved to another company. A contract cannot be moved if: The contract has outstanding return or renewal orders The contract has orders that have not been invoiced Contract termination dates are different (depending on configuration settings) The companies are different (depending on configuration settings) Some contracts have technical support […]
Monitoring Poetic users
Poetic allows you to view the users logged into Poetic. You can also end user sessions. To view all of the users logged into Poetic: On the Administration menu, click Site maintenance. On the Site Maintenance menu, click the System Monitoring tab. On the System Monitoring tab, click User sessions. The User System Monitor page […]
Merging contracts
About merging contracts Poetic allows contracts to be merged within or between companies. Using this function, you can: Merge multiple contracts into one contract Move some entitlements from one company to another company on a different contract Consolidate contracts for companies that occur in the system more than once because of data entry errors Criteria […]
Merging companies
About merging companies Poetic allows you to merge one company’s assets into another company. Possible reasons to merge companies include to reflect that a company has acquired another company, or to consolidate duplicate companies. A merge moves all of the contracts, groups, entitlements, and certificates from the merge-from company to the merge-to company. You also […]
Managing requirements for an activation validation set
About the requirements Each activation validation set is made up of one or more requirements. Each requirement represents a single validation check or quantity calculation, and consists of: The products that trigger the requirement The validation or quantity calculation expression The error to display if the validation or quantity calculation fails Filtering the list of […]