Control Groups
- David Haskell (Unlicensed)
- Elliot Loeb
- Tony Browne
This article will introduce you to control groups in Advantage, by showing you how to add and balance control groups. Additionally you can find information on control group statuses and IDs.
5 min read
Your control group is where all of your orders and modifications will go each day. Â Users need to add a new control group whenever adding orders or performing order modifications, this can be done from your ribbon.
When you are completed for the day with your orders and modifications, you will need to balance your control group before exiting from Advantage. Balancing your control group releases everything you have done so it can be processed in the system with posting.
Table of contents
How to Add a New Control Group
Control groups can be added in Advantage by clicking the Open Control Group button under the Orders section of your ribbon.
Then click on the Add button on the right side of the screen
The Control Group Maintenance dialog box will appear, complete the following fields:
Control Group ID | The ID associated with the batch being added. Generally this will start with C for Customer Service or T for Telesales, followed by a letter to represent your group and then your initials. If unsure what ID to use, see you manager. |
Description | Description of what the batch is for. This is generally the user's name and type of transactions. For example, John's Orders or Sally's Credit Card Decline Payments. |
Order Source | Identifies the source of the transaction. Generally this will be PHONE unless processing EMAIL or MAIL transactions. |
4. Click Next
5. Click Finished
6. In the Open Control Group window, click Open
How to Balance a Control Group
From your ribbon click the Open Control Group button under the Orders section of your ribbon.
Â
at the bottom of the screen
Ensure your control group is selected and then right-click over it and choose Balance and Release Control Group or click on
Â
When asked ‘Ok to release control group…’ select
Use the X to close out of the Open Control Group dialog box
Control Group Status
Control groups can be in different statuses based on whether they are opened or have be balanced and released.
Open | The control group is in use. The name of the user involved is displayed on the view. |
Balanced | Data entry has been completed and actual totals are balanced to expected totals where required. |
Closed | No one is using the control group. |
Unbalanced | The control group was balanced but has been backed down from that status so that adjustments can be made to the transactions involved. This is done using the UN--Unbalance function. |
Posted | This status is not currently used. |
Released | The control group has been balanced and transactions have been or will be handled by the relevant CIR and PRO processes. |
Unreleased | The control group was released but has been backed down from that status so that adjustments can be made to the transactions involved. This is done using the UR0--Unrelease function. This function is not allowed if any of the transactions have been processed by CIR or PRO. |
Control Group IDs
Various naming conventions are used to identify control groups. Â This is a listing of user control group ids. Â
Customer Service | Generally, Customer Service groups start with a C and Telesales groups with a T. | |
CA | Agora Financial in Baltimore, Maryland | |
CB | Bonner & Partners in Delray Beach, Florida | |
CC | Legacy Group in Delray Beach, Florida | |
CE | ECC in Waterford, Ireland | |
CG | Inversor Global in Santiago Chile | |
CI | International Living in Waterford, Ireland | |
CK | Merkle Email for NewMarket Health in Hagerstown, Maryland | |
CM | Money Map Press in Baltimore, Maryland | |
CO/TO | Oxford Club in Baltimore, Maryland | |
CQ | Tradestops in Brentwood, Florida | |
CS | Sovereign Society in Baltimore, Maryland | |
CT | TCC in Hunt Valley, Maryland | |
EC | EquityMaster in Mumbia, India | |
FC/FO | Fleet Street & Money Week in London, UK | |
PA | Publications Agora in Paris, France | |
PP | Port Phillip/Portner Press in Melbourne, Australia | |
SB | Southbank in London, UK | |
SW1 | Sercogest | |
WS | Weiss | |
Online | ||
MC | WMC | |
IL | International Living in Waterford, Ireland | |
NL | NewMarket Health shopping carts | |
PAF | Publications Agora in Paris, France | |
System | System generated control groups generally start with a Z. | |
ZERROR | Orders in error - various sources | |
 | ZAMB | Auto-Generated from AMB350 (AMB auto-renewal process) |
 | ZBCL | Auto-Generated from Auto-Delivery process (BCL) |
 | ZCA | Auto-Generated from CIR350 (Subscription auto-renewal process) |
 | ZMBR | Auto-Generated from MBR350 (Member auto-renewal process) |
 | ZPRM | Auto-Generated from MST391 (Premium auto-generated process) |
ZW | Foundation Site | |
PPP | Port Phillip Publishing in Melbourne, Australia | |
Misc. | ||
SA/SI | 14 West Support | |
CP | Chilean Dinero Mail Payments for Inversor Global Chile | |
QL | IVR Auto Renew Cancels | |
DMP | Mail orders entered from DMP | |
SK | Sisk Returns in Federalsburg, Maryland | |
QL | Automated IVR Cancels | |
 | FF | Fulfillment |
Wrap up
You should now have a better understanding of control groups in Advantage
Still need help?
We know this can be frustrating. To get further please help open a support ticket.