As of Personify360 version 7.7.0, a new TRS process called PGR100 has been created to populate purchasing groups. Organizations can use the new process to pull a list from Data Analyzer to populate the purchasing groups, making purchases more accessible to more constituents.
Using Data Analyzer, organizations will be able to generate a simple or complex list to populate a purchasing group in bulk. For more information on this workflow, please see Populating a Purchasing Group.
| Parameter | Description | Required? |
|---|---|---|
Run Mode |
The mode in which the report runs: · EDIT – does not update the database, but instead generates a report of merged duplicate customers. · PROD – generates the report and updates the database. |
Yes |
Marketing List |
Hyperlink. Opens a chooser to select the marketing list that contains the customers to be added to the purchasing group. |
Yes |
Effective Begin Date |
Date Chooser. Defaults to the system date.
Select the effective begin date to use for customers being added to the purchasing group. |
Yes |
Effective End Date |
Date Chooser. Defaults to null.
Select the effective end date to use for customers that have been removed from the marketing list. |
No |
Purchasing Group |
Hyperlink. Opens a chooser to select the purchasing group to which the marketing list customers should be added. |
Yes |