AD Brands
Most of the time you will want to access Brand information in the context of a Campaign.
However, when going to the AD Brands mapping from GEN Clients , you will have access to "setup" information about a Brand and its related Client. Each Client can have multiple Brands associated with it, whereas when coming from a campaign, you will be presented with the Brand appropriate to the campaign.
If you are wanting Setup Information about Brands, having your base mapping a AD Brands will make things a bit easier to understand.
Rep Assignments
Default Sales Reps Assignments for a Brand
There is no "Default Rep" field in the AD Brands mapping. The default rep is stored in the AD Internet Brand Product Reps mapping with a Brand Product ID of
- Client ID (Name ID)
- Brand ID
Default
A default rep for Client 123 with a Brand XX would be 123*XX*Default and exist only in the AD Internet Brand Product Reps.
There is NO relationship between AD Brands and AD Internet Brand Product Reps for the default rep. To get this information in a report you will need to create a separate dataset that only pulls the default reps from AD Internet Brand Product Reps and then join that to your report needing the default rep information for a brand.
Here is a sample template for a dataset that will return the default rep for a Brand Key. Since there may be multiple groups of default reps based on date (as of date), the dataset has code to only return the most recent one based on Today's date.
Download [JOIN]-Default Brand Rep
Here is an example:
| asOfDate | asOfRep | asOfRepPct |
|---|---|---|
| 2024-01-01 | REP-1, REP-2 REP-3 | 50%, 50% 100% |
| 2024-06-15 | REP-2 | 100% |
| 2024-06-25 | REP-3 | 100% |
| 2024-06-30 | REP-2 | 100% |
If today was 06/26/2024 The [JOIN]Default Brand Rep dataset would return REP-3 from the asOfDate 2024-06-25.
Also note that the asOfRep and asOfRepPct fields are not only multivalued but also subvalued, in essence arrays of arrays.
Sales Rep Overrides by Product Group
The details for the Rep overrides by Product Group are linked to AD Brands by the BRAND.REP.KEY. This key is a virtual field that is the Client ID*Brand ID*Product Group ID. To get the actual override reps, you will need to use the AD Internet Brand Reps mapping.
Given that you have the ability to "schedule" reps, the table structure is a bit complex. Given that, you will need to create a separate dataset to get Ad Brand Product Group reps.
Here is a template that will return the "Current" rep based on the date the report was run.
Note that you can have multiple Product Groups in this override area AND EACH Product Group can have up to four Reps assigned to it!
Since you know that each Product Group can have only 4 reps, you could create a separate column for each using similar code from below in a Powerscript.
if ($record['GroupReps<replace with actual field>']) {
$record['GroupReps<replace with actual field>'].forEach((el, index) => {
$record[`GroupRep${index+1}`] = el
$record[`GroupRepPercent${index+1}`] = $record['GroupReps<replace with actual field>'][index]
})
}
Sales Rep Overrides by Product
In the AD Brands mapping, the BRAND.PRODUCT.REP.KEY will link to the AD Internet Brand Product Reps mapping. This mapping will hold the information about the Product Rep overrides for a brand.
The AD Internet Brand Product Reps mapping will hold all of the "Dates" for the override reps. In Naviga you can schedule when reps are the active rep. This means that you will need to extract the rep you are looking for. If you are looking for the active rep based on today's date, you can use a function. Most Recent Date Function
This is what the below dataset does to return just the "active" reps that are overrides for a Product on a Brand
Download [JOIN]-Ad Brand Product Reps
Most Recent Date Function
//------------------------------------------------------------
// Pass in an array of dates and get the INDEX returned
// of the date the is closest to but not greater than today
//------------------------------------------------------------
function getMostRecentDateIndex(asOfDates) {
if (!Array.isArray(asOfDates)) return 0
const today = moment();
let mostRecentIndex = -1;
let mostRecentDate = null;
asOfDates.forEach((date, index) => {
const momentDate = moment(date);
if (momentDate.isSameOrBefore(today)) {
if (!mostRecentDate || momentDate.isAfter(mostRecentDate)) {
mostRecentDate = momentDate;
mostRecentIndex = index;
}
}
});
return mostRecentIndex;
}
Billing Overrides
Billing Contact
The field AD Brands DIGITALBILLING.CONTACT <141> links to the GEN Company/Individual Names mapping, which is named "Digital Billing Contact" in the mapping relationship from AD Brands.
You can get most of the information needed for the Billing Overrides in the Digital Billing Contact mapping, however, the billing address can be changed from the default. Either way, the address that shows in the Billing Overrides section is in the field DIGITAL.ADDRESS.ID <142> in AD Brands.
The details for this address are located in the relationship called Digital Address
Invoice Email Contacts
The Invoice Email Contacts for a given brand in the Billing Overrides section, is a multivalued field and links to the GEN Company/Individual Names mapping.
The field AD Brands INET.INV.CONTACTS <203> contains the IDs of the contacts. As of the Q2-2022 release of the Informer Mappings, there is not a link to the detail information for this field.
If you need this information, you will need to create a manual link in your datasource. This can be done within Informer by using the following information when adding a new link to the AD Brands links
PIB Codes
In the AD Brands mapping you will find the PIB Code in the PIB_CODE <4> field.
You may also see a PIB_CODE <101> field in the GEN Clients mapping. DO NOT USE this fields as it is not maintained.