Adding and editing regions

About regions

Regions are used in Poetic to organize countries into groups. The current types of regions are:

Call Center	Used in notification templates. Determines how notifications are CC'ed or BCC'ed to the publisher's internal mailboxes.
Contract Number Generation	Used to determine how to generate the contract number based on where the customer is located.
Fulfillment	Used to determine: Which suppliers can ship an order Which orders to include in an automated upgrade job Each supplier belongs to a fulfillment region. When orders are placed, the ship-to for the order determines the fulfillment region for the order. Only a supplier from that fulfillment region can fulfill the order. When an automated upgrade job is run, users can select a fulfillment region to include for the job.
Publisher Company	Usually used to group countries for the purposes of revenue recognition. For example, the publisher may group all revenue from the U.S. and Canada into a single North American region.
Price	Used to group countries to determine the price to charge for orders. For example, the U.S. and Canada may belong to a North American region that is charged one price for a product. France and Germany may belong to a separate European region that is charged a different price for the same product.
Sales Region	Allows the publisher to group countries based on their sales regions. Sales regions are only used when generating Poetic reports.
Tax Region	Used to group countries for the purposes of setting the tax codes associated with each product. The countries in a tax region should use the same tax codes.

Note: If a new region type is required, please contact your representative.

Displaying the List Regions page

You manage regions from the List Regions page. To display the page:

1. On the Administration menu, click Site maintenance.
2. On the Site Maintenance menu, click the Configuration tab.
3. On the Configuration tab, click Regions.
4. On the List Region Types page, click the List Regions link for the region type for which to add or edit a region.

   The List Regions page displays, listing the regions that have been created for the region type.

Adding or editing a region

To add a region, on the List Regions page, click Add a region.

To edit a region, click the Edit link for the region you want to edit.

The Region Maintenance page displays.

Identifying the region

Pub ID	In the Pub ID field, type the identifier the publisher uses to identify the region in their external systems.
Region name	In the Region name field, type the name of the region.
Active	To make the region available for use, check the Active check box.
Region code	In the Region code field, type the code used to represent the region. You cannot change the code once the region is saved.
Description	In the Description field, type a brief description of the region.
System of record	This field only displays for Publisher Company regions. In the System of record field, type the system of record for this region.

Selecting the countries that belong to the region

To change the countries listed for the region:

1. Click the icon next to the Country field.

   The Region Country Selection page displays.

   The Region Country Selection page provides a complete snapshot of how all of the countries are distributed among all the regions for the current region type.

   The Countries Assigned to this Region section lists the countries assigned to the current region.

   The Countries Currently Not Assigned to a Region section lists the countries that are not assigned to any of the regions of the current type.

   For each region of the current type that has countries assigned, the Region Country Selection page includes a section that lists the assigned countries.

2. To remove a country from the current region, uncheck the check box next to the country. The next time you display the page, that country is listed in the unassigned countries section.
3. To add an unassigned country to the current region, check the check box next to the country. The next time you display the page, that country is listed under the current region.
4. To add a country currently assigned to another region, check the check box next to the country. The next time you display the page, the country is removed from the other region and listed under the current region.
5. When you're finished changing the country assignments, click Save.

Providing legal instructions for orders

The Legal instructions field only displays for Publisher Company regions. It is used to provide terms and conditions for orders placed in this region.

Setting the rule for generating renewal orders

The Party boundaries dropdown only displays for Publisher Company regions.

From the Party boundaries dropdown, select the rule to use when generating renewal orders within this region.

• To use the rules set within the program, select Use the renewal order generation rule set by the program.
• To create one renewal order for each dealer, unless the dealer and bill-to are different resellers, in which case generate multiple orders, select Generate one renewal order per LARS at the sold-to level.

Saving the region

To save the changes to the region, click Save.