Include All Customer Inquiry Triggers for Marketing Download (I09)

Purpose: Use this screen to indicate if the system creates a Marketing Download Customer Inquiry record for a CI (customer inquiry) trigger record when there is a corresponding OH (order header) trigger in the Marketing Download Trigger table.

Yes/No field: Select this field to have the system create a record in the Marketing Download Customer Inquiry table for a CI (customer inquiry) trigger record when there is a corresponding OH (order header) trigger in the Marketing Download Trigger table.

An OH (order header) trigger record corresponds to a CI (customer inquiry) trigger record if both records are for the same company and sold to customer. Also, the entity number needs to match if the Track Customer History at Entity Level (F89) system control value is selected.

Marketing Download Trigger table

Field

OH trigger record

CI trigger record

Company

555

555

Trigger type

OH

CI

Customer sold to

345

345

Entity

222

222

The Populate Marketing Download Trigger File (G33) system control value determines what type of activity in Order Management System causes the system to populate the Marketing Download Trigger table.

The system creates a CI trigger record in the Marketing Download Trigger table when you:

• create a catalog request.

• create a new customer in order entry, even if you don’t accept the order.

• create a new customer entity record, if the Track Customer History at Entity Level (F89) system control value is selected.

The system creates an OH trigger record in the Marketing Download Trigger table when you:

• create a new order in order entry or accept an order in batch order entry. A separate record is created for each one-time to.

• add a new ship-to address (using Accept/Add Rcp) in order maintenance.

When you run the periodic function to extract the records in the Marketing Download Trigger table to the appropriate Marketing Download table, the function:

• creates a record in the Marketing Download Customer Inquiry file for each CI trigger.

• creates a record in the Marketing Download Order Header table and Marketing Download Order Detail table for each OH trigger.

The following table explains when the system creates a record in the Marketing Download Customer Inquiry table for each CI trigger in the Marketing Download Trigger table based on the setting of the Include All Customer Inquiry Triggers for Marketing Download (I09) system control value.

SCV value:

trigger type:

includes:

Marketing Download table populated:

selected

OH

Company: 555

Customer sold to #: 345

Entity: blank

Marketing Download Order Header

Marketing Download Order Detail

CI

Company: 555

Customer sold to #: 345

Entity: blank

Marketing Download Customer Inquiry (even though a corresponding OH trigger record exists)

unselected

OH

Company: 555

Customer sold to #: 345

Entity: blank

Marketing Download Order Header

Marketing Download Order Detail

CI

Company: 555

Customer sold to #: 345

Entity: blank

none

Marketing Download Customer Inquiry table is not populated since a corresponding OH trigger exists

selected

OH

Company: 555

Customer sold to #: 345

Entity: blank

Marketing Download Order Header

Marketing Download Order Detail

CI

Company: 555

Customer sold to #: 567

Entity: blank

Marketing Download Customer Inquiry (corresponding OH trigger does not exist)

unselected

OH

Company: 555

Customer sold to #: 345

Entity: blank

Marketing Download Order Header

Marketing Download Order Detail

CI

Company: 555

Customer sold to #: 567

Entity: blank

Marketing Download Customer Inquiry (corresponding OH trigger does not exist).

For more information: See Working with the Marketing Download Extract for more information on extracting order, customer, source code, and vendor information from Order Management System for an external system.

Leave this field unselected to create a record in the Marketing Download Customer Inquiry table for a CI trigger record only when there is no corresponding OH trigger in the Marketing Download Trigger table for the same company, sold to customer, and entity number (if the Track Customer History at Entity Level (F89) system control value is selected).

IN03_08 OMSCS 19.0 December 2019 OHC