Process Manager terms

Permission granted to one or more users, groups, or roles for accessing specific areas of functionality within iMIS.

A high-level user with full access and privileges to all setup, maintenance, and data entry areas involving accounting-related tasks. An Account Administrator has all access and privileges granted to any Accounting User.

A mid-level user with limited access and privileges to specific maintenance and data entry areas involving accounting-related tasks. Different accounting users may have different specific privileges depending on the tasks for which they are responsible.

A task within a stage that is assigned to an individual or group for a specific opportunity; for example, a telephone call or an e-mail.

Pre-defined actions that take place in a certain order and in a specific timeframe. Action plans are made up of stages and tasks.

Any accounting transaction that results from an adjustment of inventory, orders, invoices, or payments; for example, transactions stemming from credit memos, debit memos, inventory adjustments, and returned checks.

Accounting process that will generate the adjustment and adjustment application lines based on the data passed from the commerce engine, export file, or user manually entered adjustment.

An alternate name for a column (property). For example, you could define Postal Code as the alias for the Zip column name.

A process that runs independently (in the background) of other processes. Other processes may be started before the asynchronous process has finished.

A query that is connected to an output process definition and cannot be overridden at runtime.

The configuration setting on the Campaign Management Set up module page for specifying whether Target Revenue and budgets are tracked at the appeal or source code level.

A collection of self-contained data that represents an entity or process and shields the physical data. For example, the CsContact business object can represent a view of a person or organization and the processes that a person or organization can perform.

Cash received through checks, credit card charges, and currency. Cash can be received at the same time as the order (for example, a prepaid order) and therefore applied specifically to that order and/or it can be received to apply towards open receivables. In some cases, cash can be received without sufficient application instructions, leaving the unapplied portion an unrestricted open credit.

Accounting process that will generate the payment and payment application lines based on the data passed from commerce engine, export file, or manually entered payment.

Specifies the method by which data is restricted for a column. For example, to return orders for more than $1000.00, create a filter set that uses the “Greater” Comparison operator and enter “1000” in the Value field.

An individual, company, or entity that may compete for the prospect that is the target of an opportunity.

A set of contact records based on a segment definition. The list may contain all of the results returned by a query, may be part of an n-Select segment, or may be a random selection of records returned by a query.

Unearned income liability due to revenues collected in advance that require obligations, benefits, or services to be rendered in the future before the income is realized. Typically, expenses will be incurred as the benefits or services are rendered such that the matching principle also kicks in. Examples of deferred income transactions include dues or subscription transactions in which the benefits may be realized equally over the 12-month term of the membership or subscription or an event registration in which the benefits coincide with the event date.

A business object that validates, at runtime, that a selected query will be able to drive an output process; for example, a driver business object for a Crystal report would create the required index.

The legal financial entity for which a separate set of balanced financial accounts (or set of books) must be maintained independently. Although accounting information from different entities may be combined for consolidated reporting purposes, all transactions and accounts must be kept in balance for each entity.

A low-level user with restricted access and privileges to enter orders and payment information and monitor the process of the shipment of the order.

One or more column-specific search conditions. For example, to search for all contacts who live in Texas or who subscribe to an organization's journal, define a filter set that returns only those contacts either Texas or who subscribe to the journal.

Completion of the obligation on the part of the selling organization to supply the product or service ordered to the customer. For stock items, fulfillment coincides with physical shipment of the goods. Once the fulfillment phase of an order is completed (or partially completed when allowed), the fulfilled lines can be invoiced and, if prepaid or accrued, recognized as income or deferred income.

Summarizes some characteristic of the current set of rows. The functions that are available depends on the data type of the column you selected.

Note: You must select only one column when using a function. For example, if you want the maximum ID, ID must be the only column listed on the Display tab.

A collection of users assigned the same level of access to a specific area of functionality within iMIS.

The currency of the organization. For accounting and audit trail inquiry and reporting purposes, all amounts must be also represented in the home currency. All general ledger journal entries and all accounting-related reports must be created using the home currency amounts.

Accounting process that will generate the invoice header invoice lines and invoice distribution lines based on the data passed from the commerce engine or an export file.

Transactions that record a company's financial activity through various offsetting debit and credit accounts and amounts.

Processed output (text) that is custom generated for a contact from a template using a letter generator.

The currency of the customer. When the multi-currency feature is enabled, it is important that the natural currency is the primary currency focus of the transaction calculations and customer interaction.

Notices to internal staff that are predefined during action plan building. Notes have no timeline designation and must be marked complete to advance the action plan.

Self-contained element that consists of instructions to manipulate data; for example, a business object or a query object.

An advantageous circumstance that could result in a positive action such as a purchase, registration, or donation.

A user who can set up and administer security and can perform module setup functions for the Opportunity Management module.

A combination of standard data elements and structure that specify what data should be recorded about a project. This information can be used to guide the project to success and to analyze the success or failure of the project.

An individual or group who is assigned to an opportunity and has responsibilities to bring an opportunity to success.

The marketing source code and affiliated campaign/appeal from iMIS Campaign Management that may have produced the opportunity.

A class or category of opportunity that has its own unique set of processes. Opportunity types include information about the Opportunity Class, the default action plan, and the default Opportunity Owner.

A mid-level user with limited access and privileges to specific maintenance and data entry areas involving order-related tasks. Different Order Management users may have different specific privileges depending on the tasks for which they are responsible.

The physical method used to view the results of an output process, for example, a computer screen, a printer, or a PDF document.

The format for data resulting from an output process, for example, Excel, HTML, or MS Word.

Content that is delivered to a prospect, such as a combination of messages and inserts, brochures, letters, and envelopes.

A user-supplied value that dynamically customizes output. A parameter can be pre-defined or can require user input at runtime.

The accounting process that runs as the data is being posted. All posted transactions will be matched together (invoices, payments, and adjustments). If there are any GL entries or due-to due-from balancing lines needed to be generated, the system will generate them.

Any location at which three or more orders are received by the retailer in a calendar year.

The process of submitting unposted invoice, adjustment, or payment data that converts the data to its permanent state. Once a transaction is posted, it can no longer be changed directly.

The target of a project. The primary contact for a project is not stored in the iMIS Prospect table.

The option for deleting all inactive campaigns. Only users assigned to the CampaignAdmin group can purge inactive campaigns.

Segment populated by a query assigned to the segment. A query segment can be populated with the specified number of random records returned by the query.

The privilege granted to access a specific instance of data, such as a contact's record or a query.

The part of a query definition that specifies a relationship between two or more sources and is used to restrict the data the query returns.

The assignment that allows one or more users and/or groups to perform specific functions and to access specific areas of functionality within iMIS.

The data used to build query definitions. A source can be a business object or a query object.

A step in an action plan associated with a major milestone. A stage may include tasks, notes, documents, and e-mail notifications. Project status and win probability can be updated automatically at each stage completion or manually at any time.

The groups created by default when you install iMIS. You can add new groups, but you cannot edit or delete system-defined groups.

The roles created by default when you install iMIS. You can add new roles, but you cannot edit or delete system-defined roles.

Monetary goal for each campaign and appeal (when Budget Level is set to Appeal) or for each solicitation and source code (when Budget Level is set to Source Code)

An action or job that is associated with a minor milestone in an action plan. Users open tasks, update them with comments, and mark them completed. Completing tasks advances the action plan.

A jurisdiction or geographical area to which a set of specific taxing rules apply.

A user-defined group of products that have common taxation rules. For example, food, clothing, or shipping.

The tax schedule combines all the Tax Authorities that apply to a particular customer location and dictates the rates that apply per each Tax Authority/Tax Category combination. The tax schedule also determines the order in which taxes are calculated when more than one tax applies.

A liability that arises because the business received a payment and is obligated to deliver goods, perform services, or refund the payment in the future. When the prepaid case is deposited, the payment amount should remain categorized as an unearned income liability until the accompanying order is fulfilled. Unearned income is also the account that is used for unknown or unapplied payments which are awaiting further application instructions.

A value selected by the user that triggers an update to an opportunity's overall status property when the action plan stage is completed.

The value that triggers an update to the opportunity's win probability property when the action plan stage is completed.

A record which has a unique login and can access the system. All users are automatically assigned to the Everyone role upon login.

The privilege granted to one or more users, groups, or roles for allowing and limiting access to record-level data. The user permissions for the iMIS system are:

■ Control (full control) - Grants complete access to record-level data (read, add, edit, delete).

■ Add - (Applicable only to folders) Allows users to save items to the folder.

Contains the iMIS tasks that are currently running, waiting to be run, or that have failed.

Avg	Returns the average of the values in the specified column. (Numeric data type only)
Count	Returns the number of rows that are in the table or that meet certain conditions. (Any data type)
Max	Returns the maximum value found in the specified column. (Character and numeric data types)
Min	Returns the minimum value found in the specified column. (Character and numeric data types)
Sum	Returns the sum of all values found in the specified column. (Numeric data type only)