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Inactive Promotion Cleanup

Distributor steps for installing the Inactive Promotion Cleanup app in Encompass to auto-delete promotions and their sub-records a set number of days (default 180) after end date. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Install the Application:
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  1. Go to the App Library
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  2. Search for and select the Inactive Promotion Cleanup app
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  3. Click Install
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  4. Assign Report and Dshboard Roles
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  5. Set a schedule for the import routine to run
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  6. Update application settings as needed
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  7. Accept Terms
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  8. Click Install

Fields And Definitions

General Knowledge:
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  • Promotion end date is not required
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How the application works:
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  • A set number of days after the Promotion's End Date (default: 180 days), the system will automatically delete the promotion, and all sub-table records for it (Promotions Products, Promotions Zones, Promotions Customers, Promotions Locations)
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Application Settings:
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  • Number of days after the Promotions.EndDate that the promotion should be deleted
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    -This setting will determine how long after the promotion end date we should wait until we delete the promotion and all related sub-tables

Best Practices

  • This application helps automate a best practice to help clean up data.

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