When configuring a marketing acknowledgement process, users have two letters options on the General tab:
  • Assign letters based on segmentation
  • Allow multiple letters per revenue

These options can cause revenue to be excluded from the acknowledgement process, depending on the configuration of the segments and packages (which include specific letters), and on whether or not there are letters listed currently on the revenue record.

For each rule in the template:

  • The process looks at the letter associated with the rule’s package (for example, “Letter X”).
  • The process then goes through all of the revenue transactions in the segment:
    • If the template is set to “Assign letters based on segmentation”:
      • If a revenue transaction has no letter that is active*, it is included, and “Letter X” is added to it.  Any letter operations** are performed on the new “Letter X” record.
      • If a revenue transaction has had “Letter X” added to it some other way, and it is current*, and it doesn’t have an Acknowledge Date or a Process Date, it is included, but “Letter X” is not added to it again.  Any letter operations** are performed on the existing “Letter X” record.
      • If a revenue transaction has another letter besides “Letter X” that is active*, it is not included.
    • If the template is set to “Allow multiple letters per revenue”:
      • If a revenue transaction has no letter that is active*, it is included, and “Letter X” is added to it.  Any letter operations** are performed on the new “Letter X” record.
      • If a revenue transaction has had “Letter X” added to it some other way, and it is active*, and it doesn’t have an Acknowledge Date or a Process Date, it is included, but “Letter X” is not added to it again.  Any letter operations** are performed on the existing “Letter X” record.
      • If a revenue transaction has another letter besides “Letter X” that is active*, it is included, and “Letter X” is added to it.  Any letter operations** are performed on the new “Letter X” record.

*   “Active” = not marked “Out of date”
** “Letter Operations” = the “Mark letters acknowledged / receipted when process completes” functionality