Source Code Auto Retrieval Value (H82)

Purpose: Use this screen to define the alphanumeric retrieval code that triggers a search of the Customer Source Finder table when you enter it in the Source code field in order entry; this table allows you to retrieve the customer’s most recent source code based on mail history, even if the customer does not know the source code.

Code field: Use this field to specify the alphanumeric retrieval code to indicate that your entry in the Source code field in order entry does not represent an actual source code; instead, it indicates that your entry represents a search for a matching record in the Customer Source Finder table based on the offer code that you enter following the retrieval code. Using this table, you can default the customer’s most recent source code to the order based on mail history, even if the customer does not know the source code.

Important: Your alphanumeric retrieval code should be a single character, such as * or #. Also, make sure that you do not use a character that begins the name of any source code in your company.

About the Customer Source Finder table: You can use this table to keep a record of source codes for a customer, representing the customer’s recent mail history. If the customer does not know the correct source code while you are entering an order, you can enter the retrieval code plus the correct offer code, and the system will retrieve the most recent source code for the customer from the Customer Source Finder table.

Example:

The alphanumeric retrieval code defined with this system control value is *. In order entry, the customer does not know the correct source code for the catalog, so you enter *OF1 in the Source code field, where OF1 represents the current offer code. There is a record in the Customer Source Finder table for this customer and source code SOURCE1. Since SOURCE1 is associated with OF1, this record represents a match, and the system defaults SOURCE1 to the Source code field in order entry.

Defaulting the source code using the retrieval code works at the Work with Order Screen.

How does a Customer Source Finder record match? In addition to being associated with the offer code you enter in order entry, the source code in the Customer Source Finder table must be unrestricted (the Restricted field must be unselected).

Source matching hierarchy: When determining which source code to retrieve in order entry, the system also uses the Default Miscellaneous Source Code for Existing Customers (H83) and the Default Miscellaneous Source Code for New Customers (H84) system control values, as follows:

Which Source to Use?		Sample Message in Order Entry
1.	Use the record in the Customer Source Finder table that has the most recent Mail date that is not in the future, that matches the customer and the specified offer, and that includes a valid, unrestricted source; otherwise,	Source Defaulted from Customer Source finder
2.	If there is not a qualifying record in the Customer Source Finder table, use the miscellaneous source code (the Type = U) associated with the specified offer, as long as it is not restricted; if there is more than one miscellaneous source code for the offer, use the first one alphanumerically; otherwise,	Source Defaulted to Misc Source for offer OFR
3.	If there is not a miscellaneous source code for the offer and the customer is not new, use the Default Miscellaneous Source Code for Existing Customers (H83) if specified; otherwise,	Source Code CCCS Defaulted for Existing Customer
4.	If there is not a miscellaneous source code for the offer and the customer is new, use the Default Miscellaneous Source Code for New Customers (H84) if specified; otherwise,	Source Code DDDS Defaulted for New Customer
5.	No source code will default; you must enter a source code in order entry.	Source code () is invalid, restricted or missing.

You can vary the hierarchy by omitting certain levels, such as the Default Miscellaneous Source Code for Existing Customers (H83) and Default Miscellaneous Source Code for New Customers (H84); however, you must enter the source code auto retrieval code to use the source matching logic.

Searching without specifying an offer: You can also enter just the retrieval code without specifying an offer in order entry to simply retrieve the Default Miscellaneous Source Code for Existing Customers (H83) or the Default Miscellaneous Source Code for New Customers (H84), as appropriate. For example, if the retrieval code is #, you enter just # without including an offer code. However, if the appropriate default miscellaneous source code system control value is blank, then entering the retrieval code by itself will not work.

Maintaining the Customer Source Finder table: There is no menu option available to maintain the Customer Source Finder table, so you will need to find another means to create records in this table. When creating new records for the same customer, it is best to insert records with the most recent mail date first, to improve system efficiency when searching for a match in order entry.

Note: The system reads the Mail date field in the Customer Source Finder table in YYYMMDD format, so that a value of 1060124 indicates a date of January 24, 2006.

You can also create records in the Customer Source Finder table with mail dates that are in the future; the system will not select these records until the current system date is the same as or later than the mail date. For example, if you create a record with a mail date of February 28, 2006, the system will not select this record until it is February 28 or later.

Additional setup requirements: In addition to specifying a retrieval code with this system control value, you can set up the following:

• Miscellaneous source codes for each offer: Type = U and Restricted = unselected. If there is more than one qualifying miscellaneous source code for the offer, the system selects the first qualifying source code alphanumerically.

• Source codes: Make sure that none of the source codes in your company start with the retrieval code specified with this system control value. For example, if you use a retrieval code of *, you could not create a source code of *123. In this case, the * indicates to the system that the remaining characters you enter in the Source code field represent an offer rather than a source code.

• Additional system control values:

- Default Miscellaneous Source Code for Existing Customers (H83)

- Default Miscellaneous Source Code for New Customers (H84)

Leave this field blank if you are not using the Customer Source Finder table to retrieve the correct source codes for customers in order entry.