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Availability of Messages in PCD Planner

Your system administrator loads and verifies messages in the Document Administration > Literature view. The administrator can then associate categories to the messages to make them visible to users creating messaging plans. Users create new messaging plans using the PCD Planner. Messages that are loaded in PCD Planner appear in the Items tab. Access to the messages depends on the catalog visibility associated to the messages and the CanLoadInPlanner calculated field in the Admin Sales Tool business component. A message with the field, CanLoadInPlanner, set to Y is available to users and is loaded into PCD Planner.

The CanLoadInPlanner calculated field is set to Y if the following conditions apply:

• The Literature record is of type Message.
• The message has a status of Active; that is, the release date is before or is today's date and the expiration date is greater than today.
• The message is a supported file type.

The fields used to controls the loading of messages in PCD Planner are listed in Table 59. For information about the user properties that control access visibility for loading messages in PCD Planner, see Table 61.