Contents - Index

Coupons Export

Main Menu - Tools - Coupons Export and History

This is used to show a grid of all of the account for which coupons have been requested. Also acts as the gateway to the history of the coupon batches previously exported.

Layout / How To
Requested coupons will appear in account-deal order. If the coupon information for a specific account is incorrect, then you need to exit this screen and re-request the coupons. Re-requesting the coupons will replace what is on this screen for that account-deal.

You may delete a coupons request by selecting the account-deal in the grid and then pressing the button.

To create the batch for the external processor, click the button at the top of the screen. This will open a save dialog window. Choose where to save the batch and what to name it. By default, the batch will be named, "Coupons-yyyymmdd-hhnnss-b", where "yyyymmdd-hhnnss" is the current date and time, and "b" is the batch number. It is recommended to save all batches into the ALMSysSQL\Export folder. Once the batch has been created, the records will be moved to history and the Coupons Batch report will be run.

To see history for previously requested batches, click the Coupon History button.

Coupon Export File Layout
The file created will be a comma-separated value (CSV) file. It may be created with either a TXT or CSV extension. Both types will be comma separated, but the CSV type will contain a header record for the field names.

The layout of this file is as follows:
  • Account number
  • Deal number
  • External Number (from the General Deal screen)
  • Control Number
  • First Name
  • Middle Name
  • Last Name
  • Reporting (Business) Name
  • Coupon Number
  • Amount
  • Due Date
  • Vehicle Year
  • Vehicle Make
  • Vehicle Model
  • Remit to Name
  • Remit to Address Line 1
  • Remit to Address Line 2
  • Remit to City
  • Remit to State or Province Code
  • Remit to Postal Code
  • Make Checks Payable To Name
  • Customer Address Line 1
  • Customer Address Line 2
  • Customer City
  • Customer State or Province Code
  • Customer Postal Code