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Summary / TL:DR: For monthly publications that are mailed to customers, affiliates will request issue pulls to be manually run monthly.  Use these instructions to setup a manual issue pull. 

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CIR420 Initializes the select and places it in a table\buffer (will need to look for that table).
CIR430 reassigned the customers to the updated select.

Do NOT Run Cycle End / Issue Pull Jobstream Twice (See Step 4)

If you run the jobstream and the client says the CIR441 report is incorrect, do not run the issue pull jobstream again. The cycle end processes will decrement the customer issues to go. 

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  1. The requester will indicate if the select levels of the select set needs to be updated. The select set will be Most commonly you will need to import these changes from the Training instance of Advantage. Click on the Select Set section of the Processes ribbon.

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2. Login with your credentials and search for (PUB CODE)+A001 (ex: GRRA001)

3. Select the pub and click the dots in the top right of the window and choose “Export Select Set”. Save this file in a location on your local machine, by default it will save to the downloads folder of the remote machine.

4. Open the production instance of Advantage and navigate to the Select Sets screen using the same process.

5. Select the pub (PUB CODE+A001) and this time choose “Import Select Set” and select the XML file downloaded from the Training instance and upload it here.

6. You should now be able to schedule the jobstream and proceed as normal.

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Step 2 - Request the Issue Pull

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  1. Go to the Operations folder on the network (\\maui\AdvProd\PubProd\reports\operations)

  2. Locate and open the correct folder.  Folders are organized by year and month, for example 07/17 would be the 1707 folder.

  3. Locate and open the folder for the day the process ran

  4. Search for the CIR441 report.  The report can be found by searching by CIR441_ = pub code (for example CIR441_LD1)

  5. Drag and drop the file into the attachments section of the support ticket and add a public comment to the ticket for the affiliate letting them know the counts are attached to the ticket.

HOW TO RE-RUN AN ISSUE PULL

Do NOT Re-Submit the Issue Pull Jobstream. The Cycle End processes will decrement the customers' remaining issues-to-go twice in the same time period. 

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