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Carrier Message Rule

Carrier Message Rule setup defines when messages will be created for each product, transaction type, account, rate and notification method. The messages themselves are generated when you run the Carrier Mail Export option in the Publishing module.

To add a new rule:

Select Distribution | Carrier Message Rule to display the message rules window. Existing rules are listed in the top portion of the window.
Click the Add button.
Complete the following fields.
Field
Type
What to enter
PRODUCT
setup
Enter the product or products to which this rule applies. Or, select Apply To All Products.
TRAN TYPE
predefined
Enter the transaction type or types to which this rule applies. Or, select Apply To All Tran Types.
ACCOUNT
setup
Enter the account or accounts to which this rule applies. Or, select Apply To All Accounts.
RATE
setup
Enter the rate or rates to which this rule applies. Or, select Apply To All Rates.
NOTIFICATION METHOD
setup
Enter the notification method or methods to which this rule applies. Or, select Apply To All Notification Methods.
WHEN TO GENERATE
predefined
Select Always, New Only, or Never.
“Always” means that all messages will be exported each time the Carrier Mail Export is run.
“New Only” means that only those messages that have not been exported previously will be exported.
“Never” means that messages of this type will not be exported.
START DATE END DATE DAYS
date open (3)
The Start Date and End Date define the date range during which this rule can be used, and Days defines the number of calendar days before the publishing date that messages will be generated.
Note: The number of days is validated by Carrier Entry Rule setup.
Expire Alert Fields
If this rule applies to a transaction type of “Expire”, you can have an expire alert transaction be created automatically (via the Create Transaction checkbox).
Identify a reason code for the transaction, and specify a label (i.e., a message heading) and message text be generated.
You can apply this rule to auto-renew subscriptions by clicking the checkbox labeled Apply Expire Alert Rule To Auto Renew Subscriptions.
Click OK.

Carrier Message Rule

To add a new rule:

Select Distribution | Carrier Message Rule to display the message rules window. Existing rules are listed in the top portion of the window.
Click the Add button.
Complete the following fields.
Field
Type
What to enter
PRODUCT
setup
Enter the product or products to which this rule applies. Or, select Apply To All Products.
TRAN TYPE
predefined
Enter the transaction type or types to which this rule applies. Or, select Apply To All Tran Types.
ACCOUNT
setup
Enter the account or accounts to which this rule applies. Or, select Apply To All Accounts.
RATE
setup
Enter the rate or rates to which this rule applies. Or, select Apply To All Rates.
NOTIFICATION METHOD
setup
Enter the notification method or methods to which this rule applies. Or, select Apply To All Notification Methods.
WHEN TO GENERATE
predefined
Select Always, New Only, or Never.
“Always” means that all messages will be exported each time the Carrier Mail Export is run.
“New Only” means that only those messages that have not been exported previously will be exported.
“Never” means that messages of this type will not be exported.
START DATE END DATE DAYS
date open (3)
The Start Date and End Date define the date range during which this rule can be used, and Days defines the number of calendar days before the publishing date that messages will be generated.
Note: The number of days is validated by Carrier Entry Rule setup.
Expire Alert Fields
If this rule applies to a transaction type of “Expire”, you can have an expire alert transaction be created automatically (via the Create Transaction checkbox).
Identify a reason code for the transaction, and specify a label (i.e., a message heading) and message text be generated.
You can apply this rule to auto-renew subscriptions by clicking the checkbox labeled Apply Expire Alert Rule To Auto Renew Subscriptions.
Click OK.