As of Personify360 version 7.7.0, a new workflow has been created to populate purchasing groups. Using Data Analyzer, organizations will be able to generate a simple or complex marketing list to populate a purchasing group in bulk, saving time and making purchases more accessible to more constituents.
There are four steps to populate a purchasing group in bulk:
1. Create a Data Analyzer query
4. (Optional) Run PGR100 manually
Data Analyzer gives you the option to create your own reports based on a specific query you create in the application. The reports can then be saved to one of your personal folders, known as My Folders, or to one of the Public Folders.
To view the steps to create a Data Analyzer query, please see Creating a Webi Report.
Marketing lists can be populated with customer records based on a predefined Data Analyzer query created using existing Personify360 data. This functionality is only available if “Data Analyzer Query” is selected as the Creation Method for the marketing list. The results returned by the Data Analyzer query will create the customers on the marketing list.
To view the steps to create a marketing list, please see Creating a List from a Data Analyzer Query.
To view the steps to create a purchasing group, please see Creating a Purchasing Group.
As of Personify360 version 7.7.0, you can populate a purchasing group
using a marketing list.
To add customers to the purchasing group using a marketing list:
1. From the Personify360
main toolbar, select Products > Rates, Discounts,
Coupons > Purchasing
Group Definition.
The Purchasing Groups Maintenance search screen displays.
2. Click
Create New.
The Purchasing Groups Maintenance screen displays.
3. Enter the Purchasing Group name.
4. Enter a Description of the purchasing group.
If
you want to create the purchasing group and then run PGR100 manually,
skip to (Optional) Step Four:
Run PGR100 Manually at this point. If you want to create the purchasing
group and populate using the PGR100 default settings, continue to select
the Marketing List.
5. Select the Marketing
List hyperlink.
The List Code Chooser displays, as shown below.
6. Search for and select the marketing list you wish to populate.
7. Click the Refresh
Group button.
A message displays asking you to save your changes. Click Yes.
A confirmation message displays with your job ID. Click Yes
to view the status of the PGR100 job.
8. Once the job is finished
running, refresh the purchasing group screen.
The customers from the marketing list are added to the purchasing group.
If you wish to populate the purchasing group with options different from the default setup, you can run PGR100 manually.
1. From the menu bar at the top of the application, select Reporting > Batch Job Submission.
2. Search for and select the PGR100 process.
3. From the Job Submission screen, select the parameters you wish to use. For more information on these parameters, please see PGR100 - Maintain Purchasing Group Process.
4. Run the report.
If you make changes to the marketing list, you must refresh the group using the Refresh Group button on the Purchasing Group Maintenance screen or by running the PGR100 process to update the purchasing group.
The following logic applies when refreshing the purchasing group:
· For customers that are still on the marketing list, the begin date remains the same; existing rows are not modified
· For customers that are no longer on the marketing list, the end date is updated to the system date or to the date selected as the Effective Begin Date on the PGR100 process
· For customers that have been added to the marketing list, they are added with a begin date set to the system date or to the date selected as the Effective Begin Date on the PGR100 process
· For customers that were removed from the marketing list and now have an end date in the past within the purchasing group, if they are re-added to the marketing list they will be added to the purchasing group for a second time.
If you add the wrong list accidentally and
wish to clear the list, right click the list name and select Clear. 
A warning message will display. Choosing the Clear option will completely remove all customers added to the purchasing group and will not retain any history. This is recommended to be used only in the case of accidentally adding the wrong list to the purchasing group.