We have quite a few appeals, tied to source codes/pricing rules and ongoing discounts.
Some will naturally end at the year's end, but some of our discounts will persist through 2018. I'm looking for the most efficient, and long-term solution to ending a fiscal year in this respect; if necessary, re-creating the appeals/source codes wouldn't be terrible, but it would take a good chunk of time.
Thoughts? When 2017 ends and 2018 starts, would we have to inactivate, then re-create those appeals? Or could we just go into each appeal and adjust the target campaign, and end date?
Definitely check with Marketing and Finance too. We have around 30 corporate discounts that I rebuild every year so that the revenue and purchases point to the correct fiscal year. We do a lot of year over year reporting and having everything in one appeal wouldn't allow for a clear picture.