Hello,
This is my first time extracting constituents to a file in order to create source codes for each inclusion segment. I made sure to check both the "generate source codes" box and the "create promotions now" box before extracting, but after the process is complete, my source codes show up under the appeal but are not promoted.
I tried promoting them through the Create Promotions Report and through the Appeal Details screen but couldn't get any results from either.
Am I missing something? Or is there another way to assign source codes to inclusion segments other than extracting to a file?
We are using Version 11
Thanks!
Jenny
Did you ever get a solution to this? We are having the exact same issue in version 11 and wondered if there was an easy fix!
Thanks
Hi Tracey,
This got knocked to the bottom of the priorities list so I have not been able to submit a ticket yet, but will soon. Let me know if you have any success!
Thanks. We didn't find a solution yet so ended up saving each segment to a list and promoting through the appeal itself. Time consuming, but works!