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Availability of Messaging Plans in the PCD Viewer

After the user creates a messaging plan, the messaging plan goes through an approval process. When the messaging plan is approved, the administrator sets the status of the messaging plan as Released and associates a category with it to make it visible to the required users. When you click the Detail button from the Account Call and Contact Call form applets, the messaging plans are automatically loaded in the PCD Viewer.

Access to the messaging plans depend on the catalog visibility associated to the messaging plans and on the CanLoadInDetailer calculated field in the LS Admin Messaging Plans business component. When making contact calls, messaging plans that have the CanLoadInDetailer field set to Y are available to those users who have catalog visibility.

The CanLoadInDetailer calculated field is set to Y when the messaging plan verification status is Successful. The Successful verification status depends on certain conditions.

All presentation items in the messaging plan must:

• Have a verification status of Successful.
• Be active, that is, the release date of the presentation items must be before or is today's date and is before the expiration date.
• Contain supported file types.

All related messages and detail message content associated with each of the presentation items must:

• Contain products that are in the personal list of the sales representative
• Not have inactive messages
• Be the highest, active version

The calculated fields that control the loading of messaging plans in the PCD Viewer and PCD Planner are listed in Table 59. For information about user properties that control access visibility for loading messages in PCD Viewer and PCD Planner, see Table 61.