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TABLE OF CONTENTS
Introduction ..................................................................................................................................................................... 7
Online Marketplace Management Customer Records ........................................................................................... 8
Store Manager .......................................................................................................... 8
Anonymous Record .................................................................................................... 9
General Lookup/Validation Tables ............................................................................................................................ 10
Table: Access_Keywords ............................................................................................. 11
Table: Batch_Settings ................................................................................................. 14
Table: Coupon_Categories ........................................................................................... 18
Table: Coupon_Status ................................................................................................ 18
Table: Coupon_Type .................................................................................................. 18
Table: Dues_Rollup ................................................................................................... 20
Table: Passkey_Events ................................................................................................ 22
Table: Passkey_Settings .............................................................................................. 24
Tables: Store_Admin_Payment_Options ............................................................................ 26
Table: Store_Best_Seller_Exclude ................................................................................... 27
Table: Store_Donation_VOLProductCodes........................................................................ 28
Table: Store_Dues_Categories_Addl ............................................................................... 29
Table: Store_Dues_Category_Sort_Order ......................................................................... 30
Store_Dues_Kits ....................................................................................................... 31
Tables: Electronic Documents ...................................................................................... 35
Table: Store_Event_Categories_Addl ............................................................................... 46
Table: Store_Event_Function_Prefixes ............................................................................. 31
Table: Store_Event_Function_Prereq .............................................................................. 31
Table: Store_Event_Function_Resources .......................................................................... 31
Table: Store_Event_Guest_Badge_Fields .......................................................................... 32
Table: Store_Event_Meeting_Resources ........................................................................... 32
Table: Store_Event_Reg_Authorization ........................................................................... 33
Table: Event_Reg_Sp – iMIS 10.x Only ............................................................................. 39
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Table: Store_Event_Timezone_Override .......................................................................... 39
Table: Store_Featured_Events ...................................................................................... 41
Table: Store_Fundraising_Appeals ................................................................................. 42
Table: Store_Fundraising_Mappings ............................................................................... 43
Table: Store_Fundraising_Options ................................................................................. 44
Table: Store_Kit_Events .............................................................................................. 45
Table: Store_Long_Titles ............................................................................................. 47
Table: Store_Member_Type_Sort_Order .......................................................................... 48
Table: Store_Product_Categories ................................................................................... 49
Table: Store_Product_Categories_Addl ............................................................................ 52
Table: Store_Product_Purchase_Filters ............................................................................ 52
Table: Store_Product_SP_Pricing ................................................................................... 54
Table: Store_Receipt_Subject_Lines ............................................................................... 56
Table: Store_Registration_Validation .............................................................................. 59
Table: Store_Search_Keyword_Exclude............................................................................ 63
Table: Store_Settings ................................................................................................. 64
Table: Store_Shipping_Methods .................................................................................. 114
Table: Store_Specials ............................................................................................... 115
Table: Store_Specials_Events ...................................................................................... 117
Table: Store_Tax_Auth .............................................................................................. 118
Table: Store_Unbilled_Dues ...................................................................................... 120
Table: Store_Warehouses ......................................................................................... 121
Tables: Cross-sell, Substitute, Up-sell ........................................................................... 122
User-defined Windows – Field Overview ............................................................................................................... 124
ATS_Checkout_Windows Tab ...................................................................................... 125
ATS_Dues Tab ........................................................................................................ 129
ATS_Shopping_Cart Tab ............................................................................................ 138
Coupon Tab .......................................................................................................... 139
Product Review Tab ................................................................................................. 153
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Product Review Comment Tab ................................................................................... 156
Activity Setup ............................................................................................................................................................... 158
SHIPPING ............................................................................................................ 168
Setup in AR/Cash ......................................................................................................................................................... 171
Credit Card Types ................................................................................................... 171
Batch Control ........................................................................................................ 172
PayPal Express Setup ................................................................................................ 173
PayPal TeleCheck Setup ............................................................................................ 178
Staff Only Payment Options ........................................................................................ 179
Setup in Orders ........................................................................................................................................................... 180
Where Product Information Displays ............................................................................ 180
Freight by Weight - United States Shipping Setup ............................................................. 182
Multi-Warehousing ................................................................................................. 184
Shipping Tracking ................................................................................................... 184
Stored-Procedure Pricing for Products .......................................................................... 184
Purchase Orders .................................................................................................... 186
PDF Watermarking & Security .................................................................................... 187
Newest Items ........................................................................................................ 189
Web Categories ...................................................................................................... 191
How Products are Displayed ...................................................................................... 195
Order Processing in iMIS ........................................................................................... 195
Real-time United States Postal Service Freight Pricing (Add-on Module) ....................................................... 197
Setup the Shipping General Lookup Tables .................................................................... 198
Setup in Events ............................................................................................................................................................ 202
Event Functions ..................................................................................................... 202
REG_ Functions.......................................................................................................................................................... 202
Event Question Manager .......................................................................................... 213
Event Resource Web Display ...................................................................................... 215
Displaying Speaker Information .................................................................................. 224
Guest Functions ..................................................................................................... 228
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Guest Badges ......................................................................................................... 230
Register Someone Else Functionality ............................................................................ 232
Edit Registration – iMIS 20.1.X.X and higher only .............................................................. 237
Other Information – Event Setup ................................................................................. 239
Schedule of Events Listing ......................................................................................... 239
Event Registrant Class Determination in iMIS 15 .............................................................. 241
Event Stored Procedure Pricing for iMIS 10.x .................................................................. 242
Add to Calendar Functionality .................................................................................... 245
Confirmation Letter System ....................................................................................... 246
Setup in Dues ............................................................................................................................................................... 257
Join ..................................................................................................................... 258
Renewal ............................................................................................................... 260
Chapters .............................................................................................................. 261
Company Dues/Pay Someone Else’ Dues ....................................................................... 263
Subscriptions ........................................................................................................ 266
Non-eligible .......................................................................................................... 268
Settings ............................................................................................................... 270
Cart Behavior ........................................................................................................ 274
Dues Product Sorting ............................................................................................... 274
Donations ..................................................................................................................................................................... 275
VOL Dues Product Setup ........................................................................................... 276
Fund Raising Product Setup ....................................................................................... 277
Donation Page ....................................................................................................... 278
Online Marketplace Behavior ................................................................................................................................... 279
Responsive Design .................................................................................................. 279
Use Parent Company Pricing ...................................................................................... 279
Staff Email Notifications ........................................................................................... 280
Your Price............................................................................................................. 281
Searching in the Online Marketplace ..................................................................................................................... 283
Searching Products in the Marketplace ......................................................................... 283
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Searching Events in the Marketplace ............................................................................ 283
Search Results Display Control ................................................................................... 283
Tag Cloud ............................................................................................................. 284
Auto-Searching ...................................................................................................... 287
How Images Work ....................................................................................................................................................... 288
Immediate Add to cart ............................................................................................................................................... 288
Source Codes ............................................................................................................................................................... 290
Google Analytics eCommerce Tags ......................................................................................................................... 291
Testing your Marketplace Setup .............................................................................................................................. 293
Things to know about iMIS Web transactions ...................................................................................................... 293
Credit Card Processing .............................................................................................................................................. 295
Standard Processing ................................................................................................ 295
Other Factors ........................................................................................................ 295
Troubleshooting ..................................................................................................... 297
Flowchart of Credit Card Process ................................................................................ 297
iMIS User Security Levels........................................................................................................................................... 299
iMIS 15 ................................................................................................................ 299
iMIS 10 ................................................................................................................ 302
Modules .............................................................................................................. 303
User-Defined Tables ................................................................................................................................................... 304
User-defined table names ......................................................................................... 304
User Defined Table: ATS_Checkout_Windows.................................................................. 305
User Defined Table: ATS_Dues .................................................................................... 306
User Defined Table: ATS_Shopping_Cart ........................................................................ 311
User Defined Table: Coupons ..................................................................................... 314
User Defined Table: Product_ReviewComment ............................................................... 316
User Defined Table: Product_Reviews .......................................................................... 317
User-Defined Windows (Tabs) .................................................................................................................................. 318
SQL Server Setup ........................................................................................................................................................ 322
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Creating the First Stored Procedure ............................................................................. 322
Create the Second Stored Procedure ........................................................................... 325
SQL Server Jobs ...................................................................................................... 328
SQL Server Tables ................................................................................................... 333
iBO Performance ......................................................................................................................................................... 338
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INTRODUCTION
The ATS Online Marketplace was designed for you to give your organization’s customers an all-in-one
online experience to pay dues, register for events, order products and give donations. The Online
Marketplace uses iMIS setup to process these different types of transactions so it is important that all
aspects of each module use the iMIS desktop setup. For example, shipping and handling on orders is
based on how your freight settings are set in iMIS. It is important to keep this in mind during your
implementation process and testing.
This document is a guide to help you setup the ATS Online Marketplace for iMIS. This manual will cover
setting up the general lookup tables, user-defined tables, user-defined windows, activity types and the
custom SQL Server configuration needed by the web store to run correctly. In addition, there are
sections for each module and tips for optimizing use of the Marketplace via your iMIS setup.
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ONLINE MARKETPLACE MANAGEMENT CUSTOMER RECORDS
The Online Marketplace will use a couple of records in your customer database for managing different
processes. You will need to make a note of each of their ID numbers.
Store Manager
This record will be used to manage coupons and dues settings. Many organizations use their MANAGER
record in iMIS for this since it will never be deleted from iMIS and is a Full User account. Make a note of
this ID number; it will be entered as a setting in the Store_Settings general lookup table.
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Anonymous Record
This record will be used for calculating nonmember prices in the Marketplace before a customer logs in.
Create a new Customer record as a nonmember and note the ID number. This ID will be entered in the
Store_Settings general lookup table. This record must have an address; if it doesn’t, the Online
Marketplace may not be able to calculate freight and your customers would get an error message. We
recommend you use your organization address on this record. Do not use this ID for any testing or
access once setup and set in the Store_Settings table. Do not link this record to a parent/company record
as it could show the ‘Register Someone Else’ button before someone logs in.
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GENERAL LOOKUP/VALIDATION TABLES
To add a new general lookup table, open iMIS desktop and log in as a manager (or another login with
access to Set Up Tables in Customers). Then, go to Customers>>Set up tables>>General
lookup/validation
You will see a drop-down list containing all the general lookup tables being used by iMIS. To add a new
table scroll to the bottom of the drop down list and click the “(New Table)” entry. You will then be asked
to enter a new table type, which is essentially the table name. A list of the table names that we will be
adding follows.
Each of the general lookup tables has data associated with it that will also need to be entered manually.
To aid you with this process, screenshots of each lookup table and the data it contains follow. You will see
that many of these tables contain two columns for the data. The first column shows the “Code” data, and
the second column shows the “Description” data. If no second column exists, then only the “Code” data
will be entered. To enter an item into the general lookup table:
1. Click New
2. Fill out both the “Code” and “Description” fields for each field and then click enter (or Save).
3. Once all the data items have been entered into the table be sure to click the save button in the
lower right hand corner to save the changes to the database.
The data required for each table are shown in the screenshots below. Missing data and any additional
information pertinent to the table can be found after each table, when necessary.
By default ATS will install the two required General Lookup tables: Batch_Settings and Store_Settings.
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Table: Access_Keywords
This standard iMIS table may already
exist and contain some entries. If the
table doesn’t exist you can create it and
add the following entries:
CODE Description
(values)
What it does
ATSSTOREADMIN Access to Online
Marketplace Admin
Portal
Gives any user with this access keyword access to the
administrative portal for the Online Marketplace. The
administrative portal URL is http://YourURL/store/admin
MNGR Store Manager Used to set restrictions for the Online Marketplace user-
defined tables (i.e. Coupons) and activities (i.e. Promotions).
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ASSIGNING ACCESS KEYWORDS
For iMIS 15 Users
1. Find the record you want to
assign an Access Keyword to in
Customers
2. Then click the User Credentials
button
3. Expand the Staff Access section
4. Click on the Select link next to
Access Keywords
5. Next check the box to select the
MNGR access keyword, click Ok,
then Save.
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For iMIS 10 Users
1. Go to File>>System Setup.
2. Next click the “User Passwords”
button on the right hand side,
which will open the “User
Passwords” window.
3. On the “User Passwords” window
there is a list of current users on
the left side; from this list select
the user(s) that will be managing
the coupons and gift cards.
4. Once the user is selected, click
the “Edit” button at the top of the
window.
5. Next click the search button,
opposite “Access Keywords,”
near the bottom of the window.
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6. The “ACCESS_KEYWORDS”
window will appear.
7. In this window double-click the
“MNGR Store Manager” option
so that it appears in the
“Selected” column as shown.
8. Once set, click the “OK” button
9. Then click the “Save” button in
the “User Passwords” window to
save your changes.
Table: Batch_Settings
This table is used to tell the Marketplace how to
create and use batches. The order of logic that the
Online Marketplace uses when creating batches is:
1. Batch Date
a. Batch Early/Late
2. Batch Cash Account
3. Batch Description
4. If registration – Is EventSeparateBatch set to
True
5. Is Operator-Assigned Batch Numbers turned
on in iMIS – that use batch Mask
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CODE Description (values) What it does
BATCHCASHACCOUNTAM
EX
Name of your cash account to be
used in an American Express
batch. (AMEX)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTCAS
H
Name of your cash account to be
used in a cash batch. (Cash)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTCHE
CK
Name of your cash account to be
used in a check batch. (Cash)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTDIN
ERS
Name of your cash account to be
used in a Diners Club batch.
(DINERS)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTDIS
C
Name of your cash account to be
used in a Discover batch. (DISC)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTMC Name of your cash account to be
used in a MasterCard batch. (MC)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTPO Name of your cash account to be
used in a Purchase Order batch.
(Visa)
Selects desired cash account for this
type of transaction.
BATCHCASHACCOUNTVIS
A
Name of your cash account to be
used in a Visa batch
Selects desired cash account for this
type of transaction. NOTE – You may
want your Visa, MC and Discover to
use the same cash account (i.e. VISA)
if that’s how you balance that now.
CARDTYPEAMEX Enter the code you use for
American Express in iMIS (AMEX)
Determines what code will be entered
as the payment type for American
Express.
CARDTYPEDINERS Enter the code you use for Diners
Club in iMIS (DINERS)
Determines what code will be entered
as the payment type for Diners Club.
CARDTYPEDISC Enter the code you use for
Discover in iMIS (DISC)
Determines what code will be entered
as the payment type for Discover.
CARDTYPEMC Enter the code you use for
MasterCard in iMIS (MC)
Determines what code will be entered
as the payment type for MasterCard.
CARDTYPEVISA Enter the code you use for Visa in
iMIS (VISA)
Determines what code will be entered
as the payment type for Visa.
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CODE Description (values) What it does
CASHACCOUNTAMEX Name of your Cash Account for
American Express
CASHACCOUNTCASH Name of your Cash Account for
Cash
CASHACCOUNTCHECK Name of your Cash Account for
Checks
This is for saving check payments in
iMIS. It cannot be used for ACH
processing as you cannot mark it as a
“credit card” type of cash account.
CASHACCOUNTCHECKPRO
CESSOR
Name of your Cash Account for
CHECK Processing (ACH)
This cash account needs to be a
“credit card” type to allow you to
process ACH transactions through
iMIS.
CASHACCOUNTDEFAULT Name of your Default Cash
Account
CASHACCOUNTDINERS Name of your Cash Account for
Diners Club
CASHACCOUNTDISC Name of your Cash Account for
Discover
CASHACCOUNTMC Name of your Cash Account for
MasterCard
CASHACCOUNTPO Name of your Cash Account for
Purchase Orders
CASHACCOUNTVISA Name of your Cash Account for
Visa
DUESDESCRIPTION Description for Dues Batches
(DUES)
Determines what the description of
dues batches will be.
DUESMASK Date mask for dues batch –
suggested is YYMMDD
When using operator-assigned
batches in iMIS this is the mask that is
used to create the name of the batch.
EVENTSDESCRIPTION Description for Event Batches
(EVENT)
Determines what the description of
event batches will be.
EVENTSMASK Date mask for event batch –
suggested is YYMMDD
When using operator-assigned
batches in iMIS this is the mask that is
used to create the name of the batch.
EVENTSEPARATEBATCH True/False True – Event registrations will be kept
in a separate batch for each event.
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CODE Description (values) What it does
False – Registrations will be kept in
one events batch.
FUNDRAISINGDESCRIPTIO
N
Description for Donation Batches
(EVENT)
Determines what the description of
donation batches will be.
FUNDRAISINGMASK Date mask for donation batch –
suggested is YYMMDD
When using operator-assigned
batches in iMIS this is the mask that is
used to create the name of the batch.
ORDERSDESCRIPTION Description for Order Batches
(EVENT)
Determines what the description of
order batches will be.
ORDERSMASK Date mask for order batch –
suggested is YYMMDD
When using operator-assigned
batches in iMIS this is the mask that is
used to create the name of the batch.
PAYFLOWPROTIMEZONEO
FFSET
Defines the number of hours
before or after midnight you
want the transactions to cutover
to the next day or stay behind a
day to coordinate with your
settlement times with PayPal.
Valid values can be positive or
negative. For no offset use 0:00.
For example, -3:00 meaning that at
9:00 pm of the local server it will cut
over.
The value should be in the format of
HH:MM.
ROLLDESCRIPTIONAFTER Label for batch descriptions
based on PayPal rollover time
(LATE)
This will help you determine if the
transaction was entered before the
rollover time or after.
ROLLDESCRIPTIONBEFORE Label for batch descriptions
based on PayPal rollover time
(EARLY)
This will help you determine if the
transaction was entered before the
rollover time or after.
ROLLOVERTIME Time of day on your server that
batches will switch from early to
late. For no rollover use 23:59.
The value should be in the format of
HH:MM.
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Table: Coupon_Categories
This table contains a list of item types that a coupon may be applied to.
Available coupon categories include:
Dues – Use for applying a coupon to dues products
Events – Use for applying a coupon to event functions
Freight – Use for applying a coupon to shipping and handling fees
Handling – Use for applying a coupon to handling fees
Orders – Use for applying a coupon to order products
Shipping – Use for applying a coupon to shipping fees
Sub – Use for applying a coupon to subscription products only
Table: Coupon_Status
This table lists the valid status
types for a coupon.
Table: Coupon_Type
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This table lists the discount
types that are available for
coupons.
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Table: Dues_Rollup
This table is used to combine multiple dues items into a single dues item to be displayed on the Dues
Summary page, in the shopping cart, and on the receipt. The code field should contain the product code
of the billing product to display in place of the dues items, and the description field should contain a
comma separated list of the dues items that relate to that particular product code. See the Setup in Dues
section for full information about setting dues for the Online Marketplace.
This table will also allow you to use the iMIS wildcard feature. For example, if you want any Chapter
product to be included you would enter CHAPT/%.
Dues Summary Page
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Shopping cart showing one product with full amount for all kit items:
Dues receipt showing only one item:
Products paid:
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Table: Passkey_Events
This table stores the event codes that will use Passkey functionality.
This lookup table is the link between events in iMIS and “events” in Passkey. After creating this table you
must click the “New” button and add a record for every Passkey event for which your iMIS users can
register.
Code Description
iMIS Event Code iMIS Code for Conference or Event
Example: DMAANNUAL
Description Corresponding Passkey Event ID
This consists of either 2 or 3 parameters
EVENTID|EVENTCODE
OR
EVENTID|EVENTCODE|SQLVIEWNAME
* EVENTID This is a unique code for a specific event, for example the Jones Wedding would have a single event
ID
* EVENTCODE This is a unique id for the Attendee Type within the Event. This can be used for General Attende
es, VIP, Staff, etc.
* SQLVIEWNAME is the name of a SQL view in your iMIS database that contains information about the eventcode
that each person can register for.
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CODE: The iMIS Event Code (e.g., 2014ANNUAL).
Description:
o Two Parameters: You will want to use two parameters if everyone that registers through
iMIS will get the same PassKey eventCode. A PassKey event code is a unique ID which
identifies an Attendee Type configured for a specific event in GroupMAX. This unique “sub-
block” is often used to group sets of attendees, for example, General Attendee, VIP, Staff, or
Exhibitor.
Example: EVENTID|EVENTCODE (139992|RTEATT0116)
o Three Parameters: If you wish to specify a different eventCode for different ID numbers
then you will use the three parameter solution.
Example: EVENTID|EVENTCODE|SQLVIEWNAME
(139992|RTEATT0116|vwAnnualPassKey)
In this situation the EVENTID is the event ID while EVENTCODE is the DEFAULT
EventCode for all registrants that are not in the SQLVIEWNAME. The SQLVIEWNAME
is the name of a SQL view in your iMIS database that contains information about the
eventcode that each person can register for. If the person is not in the view, they
will get the default EVENTCODE.
The SQL view must contain the following fields:
ID - iMIS ID number
EVENTCODE - PassKey EVENTCODE for this individual
For example, to create a view of all people who have ever been the president
of a committee, you could create a view like this:
o Create view vwAnnualPassKey as select NAME.ID,'VIP' as EVENTCODE
from name, activity where name.id = activity.id and activity.activity_t
ype = 'COMMITTEE' AND ACTION_CODES = 'P'
If this is used with the three parameter option, then only people who are
included in this view will get the EventCode in the view. All others will get the
default EventCode setup as the second parameter in the pipe-delimited list.
Each ID number should be in the view only once.
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Table: Passkey_Settings
This table is used to store the settings for your Passkey account.
Code Description
API_URL URL of the PassKey API provided by PassKey
Testing: https://training-api.passkey.com
Production: https://api.passkey.com
DESTINATION Value must be “02”
MODE Value must be “S”
NOT_AUTHORIZED_URL This is a URL to which a person will be redirected if they have not
registered for the event but visits the PassKeyDirect URL.
Example: https://www.abc.com/PleaseRegisterFirst
OPERATION Must be “CreateBridgeAndRedirectResWeb”
PARTNER_ID This is a unique number assigned by Passkey to each third party
organization with a certified RegLink Open API integration and
identifies the system to GroupMAX.
PASSWORD Password associated with API Username
USERNAME Username assigned by Passkey that has been granted API access
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VERSION Passkey message version (i.e. 4.00.02)
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Tables: Store_Admin_Payment_Options
This table is used to identify the cash accounts available for the staff-only payment functionality. Entries in
this table are the cash accounts (case sensitive) that you want available for staff-only payments. See the
Staff Only Payment Options section for more information.
NOTE: Cash accounts listed in this table MUST be Cash cash accounts and not Credit Card cash accounts.
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Table: Store_Best_Seller_Exclude
This table is used to exclude items from the best sellers list. If there are any products that you do not
want to show up as a best seller, then enter the product code for that product in “Code” field and add the
item to the table. These are products from the Orders module in iMIS.
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Table: Store_Donation_VOLProductCodes
This table is not required and interacts with the donations page only (donation.aspx). Any voluntary
(VOL) dues product listed in this table will display on the donation.aspx page. Products must be set to
‘Accept Payments on the Web’. Additionally, the Pay Priority field on the product controls the sort order
of the products on the page.
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Table: Store_Dues_Categories_Addl
This table is used to create links to your dues/subscription processes. The subscriptions.aspx page must
include the product code as this page is designed to present one specific subscription item for
subscribing
to.
Example
~/subscription.aspx?id=JOUR would take a customer to the page to subscribe to the JOUR product.
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Table: Store_Dues_Category_Sort_Order
This table is used to control the sort order of categories in the dues join/renewal wizard. The code is the
Billing Category code and the Description is a number that designates sort order. Categories without an
entry will be sorted alphabetically.
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Store_Dues_Kits
This table allows you to kit a group of dues products in the dues wizard (dues.aspx). Unlike the
Dues_Rollup table that only combines, or rolls up, products for display on receipts, in the dues summary
and in the shopping cart, this will display the combined products as one product in the dues wizard. The
Code in this table is the dues/subscription product the person will be joining or renewing and the
Description will be a comma-delimited list of the product(s) that will be included in the price. See the
Setup in Dues section for full information about setting up dues for the Online Marketplace.
The end result is that all of the dues/subscription items are added to the person’s record and
paid.
Products must be listed as they exist in the Product table.
All dues/subscription products are the product code with the exception of Chapter products
that include the product type (CHAPT/DALLAS).
Each item must be selected in the billing cycle in iMIS.
Only kits for join/renew are supported (dues.aspx not subscriptions.aspx).
Nested kits (kits within kits are not currently supported).
Voluntary dues products (VOL) are not allowed in kits.
Kits may not contain products or event functions. They can only contain dues- related items.
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EXAMPLE:
Dues renewal process showing main kit item with amounts combined for all products in dues kit:
Billing tab in iMIS after payment:
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Payment in iMIS:
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Tables: Electronic Documents
This section explains how to setup electronic content including download link text and the number of
days a product is accessible.
TABLE: STORE_ETYPES
This table is used to categorize the different types of electronic products to be sold in the web store. The
legacy (prior to April 2013) setup only had one item in this table, with a code of “Electronic Documents”
and a description of “STORE_INTERNAL.” Now, you don’t need to use the STORE_INTERNAL table but can
create your own custom tables. The Code explains the grouping of files and the description contains the
name of another general lookup table that contains the product codes of the electronic products
associated with that particular electronic products category.
TABLE: STORE_ETYPES_CLICK_DESCRIPTION
This table will allow you to control the link description when someone is accessing different types of
electronic content. For example, you may have PDF files that ‘Click to Download’ is the appropriate
message but you might also have links to LMS links where you may want to see ‘Click here to take your
course’.
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TABLE: STORE_ETYPES_EXPIRATION_DAYS
This table allows you to override the number of days a type of electronic content is available. The system
default is located in the Store_Settings table called ConfigVaultExpirationDays. If this table does not exist,
that setting will be used for all electronic content. To set no limit on the number of days enter 0 (zero) in
the Description field.
TABLE: STORE_XXXX
The XXXX in the table name will be name of the table(s) that exist in STORE_ETYPES. These tables contain
the product code(s) and URL to each product. When adding items to these tables, be sure to enter the
product code into the Code field and use the securefile.aspx logic as shown to the right in the Description
to ensure the person purchased the product. In the path, the LOC is the location identified in the
ConfigVaultRootPath entry in the STORE_SETTINGS table. Subfolders are allowable and can be appended
in the path above.
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The items added to these tables will be unique for each installation, based on which products are
considered electronic, and do not need to match the examples shown.
EXAMPLE
In this example product V101 was purchased and shows the link verbiage and time left to view:
HTTP/HTTPS
If your links are https you will need to make an edit to the appSetting.config file: <add
key=”RequireSecureSSL” value=”on”/>
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ELECTRONIC DOCUMENT TYPES
To have your web server display electronic documents your web server must have the proper MIME
Types setup in IIS. Many are preconfigured by Microsoft but some require the addition of the MIME Type
in IIS. Following are examples of the MIME Type for ePub and Mobi files.
o .epub application/epub+zip
o .mobi application/x-mobipocket-ebook
1. To open IIS in Windows Server 2008R2, click “Start” >> “Administrative Tools” >> “Internet Information
Services (IIS) Manager”
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2. Inside of that window double-click “MIME types”.
3. To add a new MIME type, right-click somewhere in the center pane and click “Add…”. Alternatively you
can click the “Add…” link in the right-hand pane.
4. Enter the file extension and the MIME type in the
appropriate fields and click “OK”.
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FILE SIZE CONSIDERATION
IIS has limitations on the file size and depends on your specific server settings. Please review the
screenshot below and set the maximum to be larger than your largest file for download.
SETTING UP READ PERMISSIONS ON A FOLDER OF DOWNLOADABLE DOCUMENTS
Setting the folder in the STORE_SETTINGS general lookup table
The General Lookup Table has an entry in the STORE_SETTINGS called CONFIGVAULTROOTPATH. The
description is the folder location in edocs (e.g., d:\edocs\)
Setting permissions on the folder
Once the folder location is identified you need to give the ATS Online Marketplace permissions to access
that folder. Access to the folder is best given by giving the application pool that runs the ATS Online
Marketplace permission to access the folder.
This step requires you to identify the name of the application pool that where the ATS Online Marketplace is
running. In the example below it is in the application pool called ATS_Store
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ApplicationPoolIdentity is actually the best practice to use in IIS7. It is a dynamically created, unprivelaged
account. To add file system security for a particular application pool see IIS.net's "Application Pool
Identities". The quick version:
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If you application pool is named "ATS_Store" (just replace this text below if it is named differently)
1. Open Windows Explorer
2. Select a file or directory.
3. Right click the file and select "Properties"
4. Select the "Security" tab
5. Click the "Edit" and then "Add" button
6. Click the "Locations" button and make sure you select the local machine. (Not the Windows domain if
the server belongs to one.)
7. Enter "IIS AppPool\ATS_Store" in the "Enter the object names to select:" text box. (Don't forget to
change "ATS_Store" here to whatever you named your application pool.)
8. Click the "Check Names" button and click "OK".
9. Click the “Apply” button.
10. Click the “OK” button.
Here are the steps with screen shots.
1. Open Windows Explorer
2. Select a file or directory.
3. Right click the file and select "Properties"
4. Select the "Security" tab
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5. Click the "Edit" and then "Add" button
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6. Click the "Locations" button and make sure you select the local machine. (Not the Windows domain if
the server belongs to one.)
7. Enter "IIS AppPool\ATS_Store" in the "Enter the object names to select:" text box. (Don't forget to
change "ATS_Store" here to whatever you named your application pool.)
8. Click the "Check Names" button and click "OK".
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9. Click the “Apply” button.
10. Click the “OK” button.
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Table: Store_Event_Categories_Addl
This table will display the links in the
Events section in the right gutter above
the Products. It can be turned on or off
in the STORE_SETTINGS table and the
header can be changed. The following
STORE_SETTINGS help manage those
settings: LblEventCategories,
ShowCalendarView and
ShowEventCategoriesList.
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EVENT LINKS
There are 3 different views you can direct customers to using an event link:
Brief Listing Schedule Listing Calendar Listing
Additionally, any meetings in the CONFIGSEARCHEXCLUDEEVNETCODES or
CONFIGSEARCHEXCLUDEEVENTTYPES settings in the Store_Settings general lookup table will not show.
Using the parameters listed along with the following filters can help you direct people to different lists of
events.
Filter Shows
/searchresults.aspx, /calendarschedule.aspx
and /calendar.aspx
All future events
?EventType=WEB (Appended to the desired
page parameter)
All future events with event type of WEB (or the Event
Type you desire); Can be a comma delimited list
?ExcludeEventType=WEB (Appended to the
desired page parameter)
All future events excluding the event type of WEB (or the
Event Type you desire); Can be a comma delimited list
?EventCode=2012ANNUAL (Appended to
the desired page parameter)
The single event called 2012ANNUAL (use your actual
event code)
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BRIEF LISTING
The parameter used to direct customers to the Brief Listing is /searchresults.aspx.
The Brief Listing directs people to a brief listing of events with a Details button to go to the event detail
page. The amount of detail displayed on this page is controlled by the following Store_Settings:
ShowEventCoordinatorsBrief
ShowEventDatesBrief
ShowEventDescriptionBrief
ShowEventNotesBrief
ShowEventPricingBrief
ShowEventSpeakersBrief
EXAMPLE: ENTRY IN EVENT_CATEGORIES_ADDL
This setting:
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Displays this:
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SCHEDULE LISTING
The parameter used to direct customers to the Schedule Listing is /calendarschedule.aspx. The
ShowCalendarScheduleView Store_Setting must be set to true to enable this page.
The Schedule Listing directs people to a grid view of events showing Event Title, City, State, Begin Date
and a includes Details button to go to the event detail page.
EXAMPLE: ENTRY IN EVENT_CATEGORIES ADDL
This setting:
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Displays this:
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CALENDAR LISTING
The parameter used to direct customers to the Calendar Listing is /calendar.aspx. The
ShowCalendarView Store_Setting must be set to true to enable this page. The Calendar Listing will show
events in a calendar view. In addition, you can click on the calendar item and go to the details about the
event or hover over the calendar item and see a pop up of the brief details of the event. When using
calendar.aspx the calendar will forward to the first occurrence of a meeting. If no meetings match the
criteria then the current month/date will be shown.
EXAMPLE: ENTRY IN EVENT_CATEGORIES_ADDL
This setting:
Displays this:
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Style Sheet considerations:
In the calendar view each event is styled so that a different style can be applied to each event type and/or
each event. This means that all webinar events could have a green background while all expositions could
have a background of yellow.
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Table: Store_Event_Function_Prefixes
This table llows for the use of pre-
defined function prefixes to function
like ATS Function Prefixes. The
description is a comma delimited list of
your custom functions that will have
the same functionality as the one in the
CODE. See the ‘Setup in Events’ section
of this document for an explanation of all ATS Function Prefixes.
Table: Store_Event_Function_Prereq
This table allows you to designate
which function a person must register
for before they can register for that
function. The Code is the function the
person will see if they are registered
for any of the functions in those listed
in the Description field.
Table: Store_Event_Function_Resources
This is a general lookup table that
includes references to meeting
resources for a function to show
meeting resources and control the
order of the resources. See the ‘Event
Resource Web Display’ section for
details.
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Table: Store_Event_Guest_Badge_Fields
This is a general lookup table that controls what fields are displayed for guest badges and if they can be
edited. See the ‘Guest Badges’ section for details.
Table: Store_Event_Meeting_Resources
This is a general lookup table that
includes references to meeting
resources for the event as a whole.
This will appear at the top of the
registration details page. See the
‘Event Resource Web Display’ section
for details.
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Table: Store_Event_Reg_Authorization
This table gives you
the ability to write a
custom SQL view to
select the pool of
records that the
‘Register Someone
Else’ functionality
uses. By default,
the only people
someone can register someone else for, is people with the same Company ID in iMIS. Your view must
contain the ID number of the person doing the registering and the ID number of the person they are
allowed to register. You have a few different options:
1. Create an entry with a code of your event code and the name of your view in the Description – this
will be used for only that event.
2. Create an entry with a code of DEFAULT and the name of your view in the Description – this will be
the view used for all events.
3. This feature first looks for an entry of the event code, then it looks for an entry called DEFAULT
and if neither exist it will use the Company ID hierarchy.
EXAMPLE VIEW FOR ANYONE SHARING A COMPANY ID
USE [OnlineMarketplace]
GO
/****** Object: View [dbo].[vwRegisterFromCompany] Script Date: 12/15/2011 10:44:03 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
create view
[dbo].[vwRegisterFromCompany] as
SELECT
NAME.ID,
NAME2.ID AS REGISTRANT
FROM
NAME,
NAME NAME2
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WHERE
NAME.STATUS = 'A' AND
NAME.CO_ID = NAME2.CO_ID AND
NAME.CO_ID <> '' AND
NAME2.STATUS = 'A'
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REGISTER SOMEONE ELSE WITHING A COMPANY TREE
This script will create a view to let anyone within a company tree (up to 5 levels) register anyone at in the
tree:
USE [iMIS20]
GO
/****** Object: View [dbo].[vwTBA_REGISTERSOMEONEELSE] Script Date: 09/12/2014 16:52:02 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE VIEW [dbo].[vwTBA_REGISTERSOMEONEELSE] as
SELECT
NAME.ID,
EMPLOYEE.ID AS [REGISTRANT]
FROM
NAME,
NAME EMPLOYEE,
(
-- This select gets the root id up to 5 levels high
SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> ''
UNION
SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND
NAME2.CO_ID <> ''
UNION
SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID
AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> ''
UNION
SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID
= NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> ''
UNION
SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5
WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND
NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> ''
) ROOT
WHERE
NAME.ID = ROOT.ID AND
NAME.COMPANY_RECORD = 0 AND
NAME.STATUS = 'A' AND
EMPLOYEE.CO_ID <> '' AND
EMPLOYEE.CO_ID = ROOT.CO_ID
UNION
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SELECT
NAME.ID,
EMPLOYEE.ID AS [REGISTRANT]
FROM
NAME,
NAME NAME2,
NAME EMPLOYEE,
(
-- This select gets the root id up to 5 levels high
SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> ''
UNION
SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND
NAME2.CO_ID <> ''
UNION
SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID
AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> ''
UNION
SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID
= NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> ''
UNION
SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5
WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND
NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> ''
) ROOT
WHERE
NAME.ID = ROOT.ID AND
NAME.COMPANY_RECORD = 0 AND
NAME.STATUS = 'A' AND
EMPLOYEE.CO_ID <> '' AND
EMPLOYEE.CO_ID = NAME2.ID AND
NAME2.CO_ID = ROOT.CO_ID
UNION
SELECT
NAME.ID,
EMPLOYEE.ID AS [REGISTRANT]
FROM
NAME,
NAME NAME2,
NAME NAME3,
NAME EMPLOYEE,
(
-- This select gets the root id up to 5 levels high
SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> ''
UNION
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SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND
NAME2.CO_ID <> ''
UNION
SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID
AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> ''
UNION
SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID
= NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> ''
UNION
SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5
WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND
NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> ''
) ROOT
WHERE
NAME.ID = ROOT.ID AND
NAME.COMPANY_RECORD = 0 AND
NAME.STATUS = 'A' AND
EMPLOYEE.CO_ID <> '' AND
EMPLOYEE.CO_ID = NAME3.ID AND
NAME3.CO_ID = NAME2.ID AND
NAME2.CO_ID = ROOT.CO_ID
UNION
SELECT
NAME.ID,
EMPLOYEE.ID AS [REGISTRANT]
FROM
NAME,
NAME NAME2,
NAME NAME3,
NAME NAME4,
NAME EMPLOYEE,
(
-- This select gets the root id up to 5 levels high
SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> ''
UNION
SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND
NAME2.CO_ID <> ''
UNION
SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID
AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> ''
UNION
SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID
= NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> ''
UNION
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SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5
WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND
NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> ''
) ROOT
WHERE
NAME.ID = ROOT.ID AND
NAME.COMPANY_RECORD = 0 AND
NAME.STATUS = 'A' AND
EMPLOYEE.CO_ID <> '' AND
EMPLOYEE.CO_ID = NAME4.ID AND
NAME4.CO_ID = NAME3.ID AND
NAME3.CO_ID = NAME2.ID AND
NAME2.CO_ID = ROOT.CO_ID
GO
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Table: Event_Reg_Sp – iMIS 10.x Only
This table is used to create stored procedure pricing for events in iMIS 10. The code is the Event Code
and the Description is the name of the stored procedure that will calculate the pricing.
Table: Store_Event_Timezone_Override
This table is used to override the Default Time Zone on Events. The ConfigDefaultEventTimezone entry in
the Store_Settings table will determine your default time zone (usually the location of your organization).
In this table you will enter the Event Code and the time zone for that event to display.
The description of the time zone must match what’s listed in the Time Zone Registry on the server the
Online Marketplace is installed. This can be found under the following registry key:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Time Zones.
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Table: Store_Featured_Events
To feature an event you will create a table called Store_Featured_Events where the code is the event code
from iMIS. The event will only be listed until the specified End Date of the meeting, the status is ‘A’ and
the ‘Show this Event on Web’ option is turned on.
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Table: Store_Fundraising_Appeals
This is a listing of the Appeal Codes that will be displayed. Appeal codes are listed under
Fundraising>>Set up tables>>Appeals:
NOTE: Each Distribution code must have a Fund, Appeal and Campaign assigned to it in order to display
in the Marketplace.
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Table: Store_Fundraising_Mappings
This optional table will map your donation products to the types of tributes available to that product.
This is how tributes appear on the Donations page:
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Table: Store_Fundraising_Options
This optional table is used to setup the tribute options you want to offer on your donations page. These
are two examples but you can create others.
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Table: Store_Kit_Events
This table is used to combine items from multiple events into a single item to be displayed in the cart,
during checkout, and on the receipt.
The code field should contain the product code of a product you create in Orders under Orders -
>>Manage Inventory to display in place of the event items, and the description field should contain a
comma separated list of the event items (Event Code/Function Code) that make up the combined product
code. Your product in Orders must be marked as a kit and have at least one child product. We
recommend a dummy product. Both must be set to Sell on Web.
You can also include products in your Kit from the Orders module that would then also be included in the
kit, in addition to the events setup here.
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Table: Store_Long_Titles
This table allows you to enter an Event Code, Function Code or Product Code in the Code field and a title
that is too long for the iMIS Title field. The long title will be used in the ATS Online Marketplace in the
following areas:
Search Results
Event Details
Product Details
Calendar views
Featured items, best sellers, people who bought this, upsell/cross sell, recently viewed items.
EXAMPLE OF THE DISPLAY IN THE ONLINE MARKETPLACE:
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Table: Store_Member_Type_Sort_Order
This table determines the sort order in which member types are displayed during a join or renew. The
code is the customer type code and the description is a number that designates the sort order.
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Table: Store_Product_Categories
This table specifies what product categories to show in the Online Marketplace. When adding items to
this table, be sure to put the iMIS Product Category Code in the Code field and the full category name in
the Description field. A list of product category names can be found in iMIS under the Orders>>Set up
tables>>Product categories. From the Orders module:
1. Set up tables>>Product Categories
2. Include any of the product categories abbreviations under the “Current Categories” label in the
Store_Product_Categories table that you would like to appear in the Online Marketplace.
Note: If an iMIS product has a category that does not appear in this list, it will not appear in the Online
Marketplace. Conversely, products with no category will appear in the Online Marketplace.
This will display on the right side of the Online Marketplace as links for customers to click to access each
type of product.
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WEB CATEGORIES
You can use the iMIS Web Categories functionality in lieu of
using the STORE_PRODUCT_CATEGORIES table. The
ShowProductWebCategoriesLevel entry in the
STORE_SETTINGS table will control how many levels are
displayed. When clicking on an iMIS Web Category from
the right gutter, child products will not be displayed; only
Master Products will display.
You can link directly to Web Categories and the category
will be highlighted and expanded automatically. For
example the link
http://store.atsol.org/store/searchresults.aspx?categoryid=69 displays the category (69) expanded and
highlighted by default.
Web Categories are setup in iMIS under System Setup>>Setup commerce components>>Store home.
1. Plan your categories before you enter them – no sorting option in iMIS
2. Items must be set to Sell on Web (SOW)
3. Must have at least one product linked and set to Sell on Web
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Table: Store_Product_Categories_Addl
This table contains a list of additional items to show in the “Product Categories” section located in the
sidebar of the store. The code field should contain the text for each additional link, while the description
field should contain the relative link path. See the Event Links section of this document for link options.
Table: Store_Product_Purchase_Filters
Allows you to enter a product code and a view associated to filter who can purchase that product. The
view will return the ID numbers that can purchase this product.
Your view must return one column called ID. Here is a very basic sample:
CREATE view [dbo].[vwATSProdPurchaseFilterSample] as
select ID from Name where Member_Type = 'M'
GO
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Table: Store_Product_SP_Pricing
This table contains the product code of any Orders product where the price is being calculated by a
stored procedure. The Code is the iMIS Product Code and Description is the name of your custom stored
procedure.
Stored procedures can include up to 3 parameters and must be used in this order:
1. Price
2. Reason - stored in the Order_Lines.NOTE field
3. Description - appended to the Order_Lines.DESCRIPTION
For example, you create a stored procedure to give only students a discount on a particular book. You
could use the Order_Lines.NOTE to trigger a Task Centre task.
If you only use one parameter in your stored procedure it will be the price, if you two it will be price and
‘reason’ and if you use three it will be price, ‘reason’, ‘description’.
Example Stored Procedure:
CREATE PROCEDURE [dbo].[sp_HalfMemberPrice_Reason_Description]
@PRODUCTCODE VARCHAR(31)
AS
select price_1 * .5, 'Half_Price', ' (Half Price)'
from Product
where PRODUCT_CODE = @PRODUCTCODE
GO
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Table: Store_Receipt_Subject_Lines
This table is used to control subject lines for receipt and confirmation letter emails.
Code Description
DFLT_EVENT_RECEIPT If confirmations are not enabled, the mask set in the
Description field will be used for the subject on the
email receipt for all events unless an event-type specific
entry is setup in this table.
DFLT_EVENT_CONFIRMATION If confirmations are enabled, the mask set in the
Description field will be used for the subject line on all
event confirmations unless an event-type specific entry
is setup in this table.
DFLT_EVENT_[EVENT_TYPE] This mask will be used for the subject line on all event
confirmations and receipts that match this entry’s event
type code. You can have several entries that match your
event types. Just replace [EVENT_TYPE] with the desired
event type (i.e. WEB, ANN, SEM).
DFLT_DUES_RECEIPT This mask will be used for the subject line on receipts
for products with a product type of DUES.
DFLT_DONATION_RECEIPT This mask will be used for the subject line on receipts
for product types of GIFT or VOL.
DFLT_SUBSCRIPTION_RECEIPT This mask will be used for the subject line on receipts
for product types of SUB.
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DFLT_ORDERS_RECEIPT This mask will be used for the subject line on all product
orders.
Merge Fields Available:
~ST_ID~ - Ship-to ID ~NUM_ITEMS~ - Number of items in order
~BT_ID~ - Bill-to ID ~EVENT_CODE~ - Event cod
~ST_FULL_NAME~ - Ship-to Full name ~EVENT_TITLE~ - Event title
~BT_FULL_NAME~ - Bill-to Full name ~EVENT_START_DATE~ - Event start date
~ORDER_NUMBER~ - Order number
Example:
Email receipt:
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Table: Store_Registration_Validation
This table lists events and the name of a stored procedure that will limit registration to that event. This
table is typically used if the other methods of restricting registration (prerequisite functions, conflict
coding, restrictions by registration class and special grouping of functions) cannot be used.
The custom validation will execute when you press the “add to cart” button. At that time the stored
procedure will run and if the stored procedure returns a blank string, the registration will be allowed to
be added to the cart. If the stored procedure returns a non-blank string then the registration will not be
added to the cart and the person will not be able to complete the registration. The message from the
stored procedure will be displayed on the screen.
A general lookup table must be created called STORE_REGISTRATION_VALIDATION. The Code is the iMIS
event code and the Description is the name of a valid stored procedure that will be executed.
The stored procedure needs to be created. It MAY include the following parameters. The system will
automatically check your stored procedure to look for these parameters and if they are included in your
stored procedure, it will send the correct parameters:
ID – ID number of person that is being registered
BT_ID – Bill to ID number of the person that is being registered
EVENTCODE – iMIS Event Code
PRODUCTCODES – This is a pipe delimited “|” string of product codes that the person is trying to
register for. In some cases you can just search the string for the product code you
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are looking for and in other situations you can parse it by using a SPLIT function to
split the string into individual parameters
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SAMPLE STORED PROCEDURE
Below is a sample stored procedure that looks to see if the person is trying to register for a function
called XTRA_WELCOME. First it checks to see if the person is trying to register for the function called
XTRA_WELCOME. If so it checks the first name of the person. In this stored procedure only people named
JOHN can register for this function. If the person’s first name in iMIS is John then the stored procedure
returns a blank. If the person is not named John then the validation returns a message.
CREATE PROCEDURE [dbo].[SP_DMAANNUAL_VALIDATION] (@BTID VARCHAR(10), @ID VARCHAR(10), @EVENTCODE
VARCHAR(30), @PRODUCTCODES VARCHAR(1000))
AS
BEGIN
SET NOCOUNT ON
-- First split the product codes into a table
DECLARE @separator varchar(1)
SET @separator = '|'
DECLARE @separator_position INT -- This is used to locate each separator character
DECLARE @array_value VARCHAR(1000) -- this holds each array value as it is returned
DECLARE @PRODUCTCODETABLE TABLE (PRODUCT_CODE VARCHAR(50)) -- create a temp table to hold product codes
-- For the loop to work we need an extra separator at the end. We always look to the
-- left of the separator character for each array value
SET @PRODUCTCODES = @PRODUCTCODES + @separator
-- Loop through the string searching for separator characters
WHILE PATINDEX('%' + @separator + '%', @PRODUCTCODES) <> 0
BEGIN
-- patindex matches the a pattern against a string
SELECT @separator_position = PATINDEX('%' + @separator + '%',@PRODUCTCODES)
SELECT @array_value = LEFT(@PRODUCTCODES, @separator_position - 1)
-- This is where you process the values passed.
insert into @PRODUCTCODETABLE select @array_value
-- This replaces what we just processed with and empty string
SELECT @PRODUCTCODES = STUFF(@PRODUCTCODES, 1, @separator_position, '')
END
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DECLARE @VALIDATION VARCHAR(1000)
DECLARE @FIRSTNAME VARCHAR(40)
DECLARE @WELCOMRECEPTION VARCHAR(31)
SET @FIRSTNAME = (SELECT UPPER(NAME.FIRST_NAME) FROM NAME WHERE ID = @ID)
SET @WELCOMRECEPTION = (SELECT PRODUCT_CODE FROM @PRODUCTCODETABLE WHERE PRODUCT_CODE =
'XTRA_WELCOME')
IF @WELCOMRECEPTION <> ''
BEGIN
IF @FIRSTNAME = 'JOHN'
SET @VALIDATION = ''
ELSE
SET @VALIDATION = 'Only people named John can register for the welcome reception!'
END
SELECT @VALIDATION
SET NOCOUNT OFF
END
GO
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Table: Store_Search_Keyword_Exclude
This table contains the list of words to exclude when using the Tag Cloud. Please see the Tag Cloud
section for more information about this feature.
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Table: Store_Settings
A full table explaining each entry follows.
NOTE: To be compatible with the Online Marketplace checkout we recommend that any URL’s in this
table be prefaced with https://.
The Store_Settings table contains many of the configuration settings used by the Online Marketplace. The
majority of items in this table can be separated into one of four main categories:
CONFIGURATION (CONFIG)
The configuration section is used to set up options like frame duration and search exclusion terms. Many
of the “Config” options can be set to either an integer or a string value.
VISIBILITY (SHOW)
The “Show” parameters of the store settings table are used to toggle the visibility of a variety of store
sections and features. To show or use a particular item set the description field value to “true.”
Conversely, to hide or disable a particular item set the description field value to “false.”
INTEGER (INT)
The third section in the store settings table is the integer section. This section is used to set the product
image heights and widths that will be used throughout the store.
LABEL (LBL)
The final section in the store settings table is used to store label (text) information. All labels begin the
letters “lbl” (short for label), and each label contains the text that is used on the store web site.
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STORE_SETTINGS TABLE
CODE Description (values) What it does
AllowAnonymousCartRetrieval
True or false True – Allows users to
retrieve abandoned cart
item(s) by storing a non-
expiring cookie. Cookies
cannot be deleted for this
functionality to work.
False – Not allowed.
AllowCoupons
True or false True – Turns on the
couponing feature
False – No coupons allowed
AllowRegistrationAdditions
Note: iMIS 20.1.X.X and higher only
True or false True – Allows registrants to
edit registrations
False – Registrants are not
allowed to edit registrations
AllowRegisterSomeoneElse
True or false True – Turns on the global
setting to register someone
else from your company for
all events
False – Not allowed –
controlled at event level
CombineHandlingWithFreight
True or false True – Combines handling
charges with freight charges
False – Keeps charges
separate
ConfigAnonymousOrderID
ID number in iMIS This will be the ID number of
the Anonymous record
created for nonmember
pricing before a customer
logs in.
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CODE Description (values) What it does
ConfigAutoFrameDuration
Number of Milliseconds This is the number
milliseconds that the
scrolling window frames will
hold before scrolling to the
next frame in the horizontal
and vertical scrolling areas
for automatic scrolling in
specials and recently viewed
items.
ConfigAutoScrollDuration
Number of Milliseconds This is the number of
milliseconds that it takes to
scroll from one frame to
another in the horizontal
and vertical scrolling areas
for automatic scrolling in
specials and recently viewed
items.
ConfigCouponManagerID
ID number in iMIS This will be the ID number of
the Store Manager record in
iMIS that you will use to
manage your coupons. It is
recommended that you use
your MANAGER record for
this.
ConfigDefaultCountryDatabase
Typically left blank for US
customers – see note.
The value in the Country
table for the default country.
This is used for freight. For
many clients in the United
States, this is blank and
therefore they need to leave
it blank in the db.
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CODE Description (values) What it does
ConfigDefaultCountryDisplay
Example: USA Value to display for the
default country in the
database. For example, they
may set the
ConfigDefaultCountryDataba
se to blank but set the
ConfigDefaultCountryDisplay
to “United States”. Whatever
value they use will be
displayed in the dropdown
of the country table when
calculating freight.
ConfigDefaultEventTimezone
Name of Time Zone (i.e.
Central Standard Time)
NOTE: The description of
the time zone must match
what’s listed in the Time
Zone Registry on the server
the Online Marketplace is
installed. This can be found
under the following registry
key:
HKEY_LOCAL_MACHINE\SO
FTWARE\Microsoft\Window
s NT\CurrentVersion\Time
Zones.
This is the time zone that will
be used for your default
events
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CODE Description (values) What it does
ConfigDefaultSearchSortOrder
Number This is the number of the
default sort order for search
results acceptable values are
as follows
0 – ProductMemberPrice
1 -
ProductMemberPriceDes
c
4 - ProductTitle
6 – PublicationDateDesc
7 - PublicationDate
ConfigDefaultShippingMethod
Name of Shipping Method
to be used to calculate
freight before someone
logs in
This table works in
conjunction with the
STORE_SHIPPING_METHODS
table. Order of selection is:
1 – Entry set here
2 – Default Shipping Method
setup in Orders module
3 – If 1 & 2 do not exist then
the first method in the
STORE_SHIPPING_METHODS
table is used
ConfigDonationsBannerURL URL URL of banner html to show
on the donations page
ConfigDuesAnnualStartMonth
Number Sets the default dues annual
start month. If 0, then it will
calculate based on the ‘First
Month of Fiscal Year’ setting
in iMIS.
ConfigDuesBillCompanyRecord Reserved for future use.
ConfigDuesManagerID
ID number in iMIS ID record in iMIS that will
manage dues processes. It
is recommended that you
use your MANAGER record
for this.
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CODE Description (values) What it does
ConfigEmailCSSURL
URL of the CSS Stylesheet This is the URL of the CSS
stylesheet that will be
included in email receipts.
ConfigEventAutoAddGroupHeader
True or False – Default
setting is True
True – Automatically
displays the ‘Additional
Programs’ and ‘Additional
Information’ headers
between Sort Sequence
groups.
False – Turns off these
group headers to allow for
custom group header
creation in Events. See
Setup in Events section for
details.
ConfigEventDetailDisplayMode
Options: Linear, Tabs,
PanelsExpandAll,
PanelsExpandNone,
PanelsExpandFirst
Controls the mode of display
of the event detail on the
Event Detail Page.
ConfigEventDetailResourceGroup
Text – Name of Event
Resource Group
When set, any meeting
resources that match this
resource group will be
displayed on the event
details page. This can be
used for adding things like
learning objectives and such
to the display.
ConfigEventDetailResourceType
Text – Name of Event
Resource Type
When set, any meeting
resources that match this
resource type will be
displayed on the event
details page. This can be
used for adding things like
learning objectives and such
to the display.
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CODE Description (values) What it does
ConfigEventEditRegUseOrderDate
Note: iMIS 20.1.X.X and higher only
True or False – Default
setting is True
True – When a person edits
their registration the original
order date will be used to
calculate pricing.
False – When a person edits
their registration the current
date will be used to calculate
pricing.
ConfigEventEndDateMustBeInFuture
True or False – Default
setting is True
This setting controls which
events display on the
calendar view. Events that
span more than two weeks
do not display on the
calendar. This entry also
determines if an event
should be removed from the
cart or if it can be added to
the cart.
ConfigEventFunctionDisplayMode
Options: Linear, Tabs,
PanelsExpandAll,
PanelsExpandNone,
PanelsExpandFirst
Controls the mode of display
for function detail on the
Event Registration page.
ConfigEventIgnoreMaxRegistrantsForEve
nt
True or False True: Maximum on Define
an Event screen is ignored.
Only function limits are
enforced. Registrants
include all statuses including
Cancel & Cancel/Transfer).
Also, if there is no Maximum
set at the event level but
there is an auto-enroll
function that is full the event
is considered full.
False: Maximum on Define
an Event screen is enforced.
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CODE Description (values) What it does
ConfigEventMemberRegClass
Valid Registrant Class in
iMIS
A valid registrant class in
iMIS that will determine the
registrant class that will be
used to display member
pricing prior to the person
logging in.
ConfigEventNonMemberRegClass
Valid Registrant Class in
iMIS
A valid registrant class in
iMIS that will determine the
registrant class that will be
used to display non-member
pricing prior to the person
logging in.
ConfigEventPasskeyEnabled
True or False True: If using Passkey an
image will show on the
Myorders.aspx page.
False: No Passkey
functionality enabled.
ConfigEventStartDateMustBeInFuture
True or False – Default
setting is True
This setting controls which
events display on the
calendar view. Events that
span more than two weeks
do not display on the
calendar. Setting this entry
to false will allow people to
register after the start date
of the event.
ConfigEventsBillCompanyRecord
True or False True – Sets the Bill To ID on
all registrations to the
Company ID of the
registrant. If the person is
not linked to a company the
Bill To ID will be the ID of the
doing the registration.
False – Bill To ID of
registrant is set to person
doing the registration.
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CODE Description (values) What it does
ConfigEventTimeConflicts
True or False – Default
setting is True
True – Functions that occur
at the same date/time will
be in conflict and a person
cannot register for others at
the same date/time.
False – Overrides the
date/time conflict and allows
people to register for
functions at the same
date/time.
ConfigGiftCardManagerID iMIS ID Number Reserved for future use.
ConfigManualFrameDuration
Number of milliseconds This is the number
milliseconds that the
scrolling window frames will
hold before scrolling to the
next frame in the horizontal
and vertical scrolling areas
for manual scrolling in
promotions, featured items,
best sellers, newest items
and specials in the highlight
section.
ConfigGoogleAnalyticsEnhancedEComme
rce
True or False True – Google Analytics
Enhanced eCommerce Tags
added.
False – Google Analytics tags
not added.
ConfigGoogleAnalyticsTrackingID Google Analytics Tracking
ID
Enter the Google Analytics
Tracking ID for your website.
ConfigGoogleTagManager
True/False True – Turns on inclusion of
Google Tag Manager
False – Does not include
Google Tag Manager
ConfigGoogleTagManagerIdentifier Not used – reserved for
future use
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CODE Description (values) What it does
ConfigManualScrollDuration
Number of milliseconds This is the number
milliseconds it takes to scroll
from one frame to another
in the horizontal and vertical
scrolling areas for manual
scrolling in promotions,
featured items, best sellers,
newest items and specials in
the highlight section.
ConfigOrdersBillCompanyRecord
True or false True – Sets the Bill To ID on
all orders to the Company ID
of the customer. If the
person is not linked to a
company the Bill To ID will
be the ID of the person
placing the order.
False – Bill To ID of
customer is set to person
ordering.
ConfigPaymentSourceCode
Source Code in iMIS
(Default is WEB)
Name of a source code in
the iMIS SOURCE_CODE
General Lookup/Validation
table to set as the default
source code for all
transactions.
ConfigPaymentSourceCodeParameter
Name of parameter to call
when setting a specific
source code. (Default is
PROMO)
When sending customers to
a specific page and to set a
specific source code to the
transaction, this is the name
of the parameter in the URL.
For example,
http://store.mysite.org/defa
ult.aspx?PROMO=SPRING20
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CODE Description (values) What it does
ConfigPreviousReceiptDays
Number Number of days back a
person can see their
receipts. Setting this to 0
means no restriction. There
is also a link at the bottom of
the page if someone wants
to see all of their previous
orders.
ConfigProductInfoURLNewWindow
True or false If true clicking on product
info URL will open the link in
a new window. If set to false
it will open the link in the
same window.
ConfigProFormaOrderTypesThatDoNotAffec
tInventory
Pro-forma order types –
comma-delimited list
List of pro-forma order types
that do NOT affect
inventory.
ConfigPromotionsManagerID
ID number in iMIS This will be the ID number of
the record in iMIS that you
will use to manage your
promotions
ConfigReceiptLogoURL
URL to logo URL of a logo that will show
up in the receipt. If it is blank
there will be no logo.
Otherwise, this logo will
show up, in the upper left
hand corner of the receipt.
ConfigSearchExcludeCategories
Text This is a comma separated
list of categories. No
products with these
categories will be shown in
the search results. Do not
use spaces between
commas
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CODE Description (values) What it does
ConfigSearchExcludeEventCodes
Text This is a comma separated
list of event codes that will
not be shown in the search
results. Do not use spaces
between commas.
ConfigSearchExcludeEventTypes
Text This is a comma separated
list of event types that will
not be shown in the search
results. Do not use spaces
between commas
ConfigSearchExcludeProductCodes
Text This is a comma separated
list of product codes that will
not be shown in the search
results. Do not use spaces
between commas.
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CODE Description (values) What it does
ConfigSocialPrimary
• ShareOnTwitter – for
www.Twitter.com
• LinkedIn – for
www.LinkedIn.com
• Delicious – for
www.Delicious.com
• Blogger – for
www.Blogger.com
• Digg – for www.Digg.com
• Reddit – for
www.Reddit.com
• StumbleUpon – for
www.StumbleUpon.com
• MySpace – for
www.MySpace.com
• Tumblr – for
www.Tumblr.com
• ShareOnFacebook – for
www.facebook.com
• GoogleBookmarks – for
www.google.com/bookmar
ks
• MailTo – opens the user
machine’s mail client
• SendEmail – opens the
built-in Send E-mail form in
the browser
Determines the types and
sort order of the social
networks that show up on
the screen at all times. This
is a comma delimited list of
the valid social networks.
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CODE Description (values) What it does
ConfigSocialSecondary
Same list as
ConfigSocialPrimary and
• FacebookShare – creates a
Share button
• FacebookLike – creates a
Like button
• FacebookSend – creates a
Send button
• FacebookRecommend –
creates a Recommend
button
• GooglePlusOne
• LinkedInShare
Determines the types and
sort order of the social
networks that show up in
the secondary popup. This is
a comma delimited list of
the valid social networks.
ConfigSplitCartByEntity
True or false True – Enables multi-entities
in the Online Marketplace
False – Multi-entities not
enabled.
ConfigStoreBannerURL
URL to banner (i.e.
http://www.atsol.org/storeb
anner.html)
This is a URL to point to a
custom banner for the
marketplace
ConfigStoreCSSUrl
URL This is the URL that allows
you to define the location of
the override style sheet for
the Online Marketplace.
Used to create custom styles
and extend branding from
the overall site wrapper to
the Online Marketplace
elements or override default
values.
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CODE Description (values) What it does
ConfigSyncSubDatesWithPrimaryDues
True or false
NOTE: Multi-year
subscriptions will not sync
correctly with single years
dues.
True – Subscriptions added
to the cart will synchronize
with the primary dues item’s
dates.
False – Subscription dates
will be calculated according
to the billing cycle.
ConfigVaultExpirationDays
Number This is the number of days
that an electronic document
will be able to be
downloaded. After that time
people will need to
repurchase the item.
ConfigVaultRootPath
Server folder name
NOTE: Entry must include
trailing backslash –
c:\electronicdocuments\
This is the URL where
electronic documents need
to be stored that is outside
of the root website yet
available to the web server
process via permissions.
ContinueShoppingURL
Text This is the url to go to when
someone clicks on the
continue shopping button
EmailAllReceipts – NOT USED 12/2012 True or false Sends separate emails for all
transactions.
EventSendConfirmationLetters
True or false True – Activates the Online
Marketplace Confirmation
Letter system.
False – Not turned on.
FreeHandlingwithFreeShipping
True or false True – This means that if the
shipping is free the handling
will also be free
False – This means that if
the shipping is free the
standard handling rates (if
entered) will apply.
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CODE Description (values) What it does
FreightNote
Note (ie We cannot ship to
PO Boxes.)
This will be a note that you
enter about your shipping
(optional).
intCartImageMaxHeight
Number
Default Setting = 30
0 means no limit
Maximum number of pixels
for height of images in the
Payment, Checkout & View
Cart screens.
intCartImageMaxWidth
Number
Default Setting = 30
0 means no limit
Maximum number of pixels
for width of images in the
Payment, Checkout & View
Cart screens.
intDetailsImageMaxHeight
Number
Default Setting = 0
0 means no limit
Maximum number of pixels
for height of images in the
Event Registration and
Product Detail pages.
intDetailsImageMaxWidth
Number
Default Setting = 200
0 means no limit
Maximum number of pixels
for width of images in the
Recently Viewed, Featured
Items, Best Sellers, Newest
Items & Special Items
sections.
IntEventGoogleMapHeight - NOT USED
06/2016 v. 2016.11
Number – Default is 420 Allows for resizing the height
of the Google map for
events.
IntEventGoogleMapWidth - NOT USED
06/2016 v. 2016.11
Number – Default is 420 Allows for resizing the width
of the Google map for
events.
IntMaxSearchResults - NOT USED 06/2014
Number Indicates the maximum
number of results displayed.
A value of 0 (zero) indicates
no limit.
intMaxTagCloudItems
Number
Default Setting = 30
Sets the maximum number
of words to display in the
Tag Cloud
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CODE Description (values) What it does
intSearchImageMaxHeight
Number This is the maximum
number of pixels for the
height of an image on the
search results page
intSearchImageMaxWidth
Number This is the maximum
number of pixels for the
width of an image on the
search results page
intSearchRecordsPerPage
Number This is the number of items
per page displayed in a
search.
intThumbnailImageMaxHeight
Number This is the maximum
number of pixels for the
height of a thumbnail
picture
intThumbnailImageMaxWidth
Number
Default Setting = 200
0 means no limit
This is the maximum
number of pixels for the
width of a thumbnail picture
(in recently viewed and
specials)
lblAlreadyRegisteredForEvent
You have already registered
for this event. To change
your registration, please
contact us by email at <a
href=mailto:[email protected]
>[email protected]</a> or call
us at (888) 243-2263.
Customizable label for
message to customers
already registered for an
event.
lblAmountDue
Text Label for text on Amount
Due line on receipts and
confirmation letters
lblBestTab
Best Sellers Customizable label to
identify your Best Sellers
section
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CODE Description (values) What it does
lblCannotCalcFreight
Example: Your order is too
large to calculate freight,
please contact the
association office.
Customizable message for
orders that freight cannot be
calculated for.
lblCartSummary Text Label for Cart Summary
(Mini-cart)
lblChekcout
Text – Default: Pay Now Text for the ‘checkout’
button that takes you
directly to the payment
screen when there are no
shippable items in the cart.
lblComplimentaryOrderButton
Text – Default: Place Order Allows you to change the
label on the Place Order
button for complimentary
orders.
lblContinueShopping Text Text for ‘Continue Shopping’
button
lblCrosssell You might be interested in Customizable label used for
cross-sell items
lblDonations Text Text of Donations label
lblDues Text Text of Dues/Subscriptions
label
lblDuesProcessSomeoneElseButton
Text Text of label for button
when allowing ‘pay someone
else’s dues’
lblEnterPayment Text Text for ‘Enter Payment’
button
lblEventAddress Text Event Address label
lblEventCalendarButton
Text This is the text that will be
shown on the Event
Calendar Button
lblEventCalendarURL Text This is the url of the event
calendar
lblEventCategories
Text (i.e. Events) This is the text that will
display as the heading for
the Events category section
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CODE Description (values) What it does
lblEventCoordinators Text Event Coordinators label
lblEventDescription Text Event description label
lblEventDetails
Text Text that displays at the top
of the event
detail/registration page
lblEventDetailsButton
Text This is the text that will be
on the button to show event
details.
lblEventDirections Text Event Directions label
lblEventEditRegistrationButton
Note: iMIS 20.1.X.X and higher only
Text
Default: Edit Registration
Label that controls text on
the Edit Registration button
lblEventError
Text
Default: This event is not
setup for taking
registrations yet. Please
come back soon to register
online.
Message displayed when
there is an error like no
functions found.
lblEventFull
Text
Default: This event has
reached the maximum
number of registrants. We
are no longer taking
registrations for this event.
Message displayed when an
event is at capacity.
lblEventFunctionCategory
Note: iMIS 20.1.X.X and higher only
Text Label displayed when
showing the function
Category field
lblEventFunctionCreditHours
Text This is the label that will be
shown for CEU’s (e.g., “CPE
hours:”). The default is
“Credit Hours:”
lblEventFunctionTrack
Note: iMIS 20.1.X.X and higher only
Text Label displayed when
showing the function Track
field
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CODE Description (values) What it does
lblEventLogin
Text
Default: You must be
logged in to register. After
logging in your browser will
return to this page.
Message displayed to
prompt login for
registration.
lblEventLoginButton Text Label on Login to Register
button
lblEventNotes Text Event Notes label
lblEventRegisterButton Text (Register) Text on ‘Register’ button
lblEventRegisterSomeoneElseButton Text (Register Someone
Else
Text on ‘Register Someone
Else’ button
lblEventRegistrationEditCutoffMessage
Text Text displayed when
someone tries to edit a
registration that is past the
date to allow itinerary
changes in the Staff Site
lblEventRegistrationNotStartedMessage
Text Text displays when someone
tries to register for an event
prior to the registration start
date set in the Staff Site
lblEventSpeakers Text Label for Speaker Info
lblEventTitle Text Event Title label
lblEventTitleHeaderPrefix
Text Controls the ‘Event
Registration’ text at the top
of the registration page
before the event title.
lblEventWebViewOnly
Text
Message displayed when the
event is set to view on web
only.
lblFeatured
Featured Items Customizable label to
identify Featured Items
section
lblFreight Freight Customizable label used to
identify freight charges
lblHTMLPageTitle Text This is the title that will be in
the browser window
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CODE Description (values) What it does
lblHandling Handling Customizable label to
identify handling charges
lblHighlights Highlights Customizable label to
identify highlights section
lblLoginToCheckout Text Text for ‘Login to Checkout’
button.
lblMemberPrice Member Price Customizable label to
identify member price
lblNewestTab Newest Customizable label to
identify newest section
lblNonMemberPrice Non Member Customizable label for non-
member price
lblPayment
Text Label for payment line on
receipts and confirmation
letters
lblPayPalExpressItemDescription
lblPayPalExpressOrderDescription
lblProductAuthor Text Text that displays when
Author is displayed.
lblProductAvailableForDownload
Text Text that displays indicating
a product is an electronic
document
lblProductBackorder Text Text that displays when a
product is on backorder
lblProductBackorderEmailNote
Text Text that displays before the
email field for notification
when a product is no longer
on backorder
lblProductCatalogDescription Catalog Description Customizable label to
identify catalog description
lblProductCategories
Text This is the text that will
display at the top of the
product categories box
lblProductCode Text Text that displays before
displaying product code.
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CODE Description (values) What it does
lblProductDate
Text Text that will be displayed as
a label in front of a product
date
lblProductDescription
Text This is the text that will be
displayed as a label in front
of the product description
lblProductDetails Text Label that displays at the top
of the product detail page
lblProductEdition Text Text that displays when
displaying the Edition field
lblProductInfo
Additional Product Info (this
is an example of what you
might use here)
Text that appears on the
web site that when clicked
on, will take you to the
ProductInfoUrl in the web
options in iMIS for a
product.
lblProductISBNNumber
Text Text that displays when
displaying ISBN Number
field
lblProductMedia Text Text that displays when
displaying the Format field
lblProductOtherDescription Other Description Customizable label to
identify other description
lblProductPages Text Text that displays when
displaying the Pages field
lblProductPublisher Text Text that appears when
displaying Author field
lblProductTotalQtyAvailable
Text Text that displays when
displaying quantity available
for a product
lblProductUnitOfMeasure
Text Text that displays when
displaying Unit of Measure
field
lblProductWebDescription Web Description Customizable label to
identify web description
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CODE Description (values) What it does
lblPromotions
Text This is the text that will
appear above the
promotions box on the
home page
lblReceiptBottomNote Text Text for note at bottom of
receipts
lblReceiptCompanyAddress
Text This is the company address
that will be displayed on the
receipt. This is optional if
you use graphics/logos in
your receipt stylesheet.
lblReceiptCompanyName
Organization name Customizable label used on
receipts. This is optional if
you use graphics/logos in
your receipt stylesheet.
lblRecommendations
Text Label that appears at the top
of the recommendations
section.
lblRegisterToCalculate
Text
Default: Register to
Calculate
Text displayed when the
Online Marketplace cannot
determine pricing before
someone logs in.
lblRegistrationCancelled
Text Text displayed when
someone tries to register for
an event and their
registration is cancelled.
lblRemovedItemNotice
Text If a product become
unavailable (e.g., deleted, set
to a status other than active,
out of inventory) then it is
removed from the cart and
this text will be displayed in
the cart summary (if visible)
or at the top of the cart
display (for checkout and
payment screens)
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CODE Description (values) What it does
lblReplacement Replacement Items Customizable label to view
replacement items
lblSearchHeaderText
Text This is the text that prints in
the header of the search
results
lblSearchResultsText
Text Text that displays at the top
of the search results page.
Default is Search Results.
lblSpecials
Text This is the text that appears
at the top of the specials
section
lblSpecialsTab
Text This is the text that appears
on the specials tab in the
highlights section.
lblStoreHomeButton Store Home Customizable label for store
home button
lblStoreSearchButton Search Store Customizable label for
search button
lblSubscriptionDescription Text Label for description of
subscription items
lblSubscriptionDetails Text Label at the top of the
subscription detail page
lblSubscriptionDetailsButton
Text Label for ‘Details’ button
when subscription items are
shown in the brief listing
lblSubtotal Desired label for subtotal in
cart – i.e. Subtotal:
Customizable label used to
identify subtotal charges
lblTagCloud Text – Default: Keywords Label for Tag Cloud box
lblTax Desired label for subtotal in
cart – i.e. Tax:
Customizable label used to
identify sales tax charges
lblTotal Desired label for total in
cart – i.e. Total:
Customizable label used to
identify total charges
lblUpsell Also Available Customizable label for upsell
items
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CODE Description (values) What it does
lblViewAllOrdersButton
Text Button text displayed on
‘View Previous Orders’
(myorders.aspx) page when
a limit is set with
ConfigReceiptPreviousDays
Setting to view all previous
orders.
lblViewCart
View Cart/Checkout Customizable label for the
buttons customers click to
view their cart or checkout
lblViewEventCalendar Example: Calendar Text for button to go to
calendar view
lblViewEventSchedule Example: Schedule of
Events
Text for brief event listing
lblViewEventList Example: List Text for full event listing
lblViewOrdersButton
View Previous Orders Customizable label for the
button customers click to
view past orders
lblWatermarkCopyrightStatement
Text Text that appears when
watermarking PDF files is
enabled.
lblYourPrice
Example: Your Price Label that displays on the
screen when you enable
Your Price
MaxBest Number (default 10) Maximum number of items
to display in Best Sellers
MaxFeatured Number (default 10) Maximum number of items
to display in Featured Items
MaxNewest Number (default 10) Maximum number of items
to display in Newest Items
MaxSearchResultsMessage - NOT USED
06/2014
Text Message displayed if the
actual number of results
returned from a search
exceeds the number defined
in
ShowIntMaxSearchResults.
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CODE Description (values) What it does
PaymentACH
True or false True – Allows customers to
pay by ACH
False – This feature is not
displayed
PaymentACHNote Text Text note to display on
payment screen
PaymentACHShowCheckImage
True or false True – Displays an
informational image of a
check for completing ACH
(electronic check) payment
(account number, routing
number, etc.)
False – This feature is not
displayed
PaymentAdminOptions
True or false
True – Enables staff to select
desired cash account at
checkout for ‘check’ type
payment
False – Feature not enabled
PaymentCC
True or false True – Allows registrants to
pay by credit card
False – This feature is not
displayed
PaymentCCShowStreetAddress
True or False True - Shows line for street
address during payment
entry
False – Does not show line
for street address during
payment entry
PaymentNotice Text Text note to display on
payment screen.
PaymentPayPalExpress
True or False True – Enables payment by
PayPal Express
False – No PayPal Express
payment option offered
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CODE Description (values) What it does
PaymentPayPalExpressButtonText
Text Text of button to select
PayPal Express payment
type
PaymentPayPalExpressNote
Text Note displayed once PayPal
Express payment type is
selected
PaymentPurchaseOrder
Versons iMIS 15.2.1 and lower only
True or false True – Allows registrants to
pay by purchase order for
EVENTS only
False – This feature is not
displayed
PaymentPurchaseOrderOrders
Versons iMIS 15.2.5 and higher only
True or false True – Allows registrants to
pay by purchase order for
Orders
False – This feature is not
displayed
PaymentPurchaseOrderEvents
Versons iMIS 15.2.5 and higher only
True or false True – Allows registrants to
pay by purchase order for
Events
False – This feature is not
displayed
PaymentTelecheckType
1 or 2 Set to 1 or 2 based on your
PayPal Telecheck account
type.
PDFSecuritySecure True or False True – Enables PDF Security
False – Not enabled
PDFSecurityEncryptionSize 40 or 128 Size of encryption key for
PDF security.
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CODE Description (values) What it does
PDFSecurityOptions
Valid Values:
CANCOPYCONTENT -
Can copy the
document content.
CANEDITCONTENT -
Can edit PDF
document content.
CANFILLFORMFIELDS -
Can fill the form
fields.
CANPRINT - Can print
the document.
CANEDITANNOTATION
S - Can edit PDF
document
annotations.
Sets the values of the PDF
security settings. Those that
are included are set to TRUE,
otherwise they are set to
false. This is a string and can
be comma delimited.
NOTE: PDF files cannot have
any pre-existing security
applied to them for this
feature to work.
PDFSecurityOwnerPassword
Text Password that will be
applied to PDF’s for security.
It will be required to change
OWNER options of the
rendered PDF.
PDFSecurityUserPassword
Text Password that will be
applied to PDF’s for security.
It will be required to change
USER options of the
rendered PDF.
PurchaseOrderNote
Text A note that displays when
purchase orders are
enabled. i.e. - Please email a
copy of your purchase order
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CODE Description (values) What it does
ReceiptAlwaysEmailDonations
True or false
By default if there is only
one receipt (order) then it is
sent by email.
True – Multiple emails will
be sent for multiple
donations done at the same
time (different distributions)
False – No receipt is
emailed. Customer is
directed to the Previous
Orders page in the Online
Marketplace with only
current orders displayed to
print receipts
ReceiptAlwaysEmailDues
True or false
By default if there is only
one receipt (order) then it is
sent by email.
True – Multiple emails will
be sent for multiple dues
done at the same time
(mixed cart)
False – No receipt is
emailed. Customer is
directed to the Previous
Orders page in the Online
Marketplace with only
current orders displayed to
print receipts
ReceiptAlwaysEmailEvents
True or false
By default if there is only
one receipt (order) then it is
sent by email.
True – Multiple emails will
be sent for multiple event
registrations done at the
same time (mixed cart)
False – No receipt is
emailed. Customer is
directed to the Previous
Orders page in the Online
Marketplace with only
current orders displayed to
print receipts
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CODE Description (values) What it does
ReceiptAlwaysEmailOrders
True or false
By default if there is only
one receipt (order) then it is
sent by email.
True – Multiple emails will
be sent for multiple orders
done at the same time
(mixed cart)
False – No receipt is
emailed. Customer is
directed to the Previous
Orders page in the Online
Marketplace with only
current orders displayed to
print receipts
ShowAddToCalendar
NOTE: For the EVENT_BEGIN_TIME and
EVENT_END_TIME fields the time is set to
be the start time of the first function
that is set to ‘Show on Web’ and the end
time of the last function set to ‘Show on
Web’ in chronological order. If there are
no functions have a time then it would
be considered to start at midnight.
True or false True – Allows registrants to
add an event to their
Calendar
False – This feature is not
displayed
ShowAddToCalendarBrief
NOTE: For the EVENT_BEGIN_TIME and
EVENT_END_TIME fields the time is set to
be the start time of the first function
that is set to ‘Show on Web’ and the end
time of the last function set to ‘Show on
Web’ in chronological order. If there are
no functions have a time then it would
be considered to start at midnight.
True or false True – Shows add to
calendar option on the
search results page
False – This feature is not
displayed
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CODE Description (values) What it does
ShowAddToCartNotice
True or false True – This will show a
notice that someone has
added something to the cart
when they click on the ‘add
to cart’ button.
False – This will not show a
notices that someone has
added something to the cart
when they click the ‘add to
cart’ button.
ShowAutoTextBoxSearch
True or false True – Turns on auto-
searching feature
False – This feature is not
enabled
ShowBackorderEmail
True or false True – Turns on field to
allow customer to enter an
email address once item is
back in stock
False – This feature not
available
ShowBanner
True or false True – Turns on the banner
URL in the
ConfigStoreBannerURL
False – Banner not displayed
ShowBestTab
True or false True – Turns on the Best
Sellers tab
False – Best Sellers tab not
displayed
ShowCalendarScheduleView
True or false True – Shows a brief listing
of events (Title, City,
State/Province, Date, Link to
Registration)
False – Schedule view not
displayed for events
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CODE Description (values) What it does
ShowCalendarView
True or false True – Shows a calendar
view button in search results
that contain at least one
event
False – Calendar view not
displayed for events
ShowComments
True or false True – Shows comments
people add about products
False – Product comments
are not displayed
ShowCoupon
True or false True – This turns on the
feature to allow someone to
enter a coupon.
False – This turns off the
feature to allow someone to
enter a coupon.
ShowCrosssell
True or false True – Allows for cross-
selling of your products if
setup in iMIS on each
product
False – Cross-sell items not
displayed
ShowDonationsAtCheckout
NONE (default), ALWAYS or
ONCE
This setting controls how
many times the customer is
taken to the donations page
before checking out.
ShowDuesCategoriesList
True or false True – Turns on
Dues/Subscription box in
right gutter
False – Not displayed
ShowEventCalendarToolTip
True or false True - tooltip displays when
you hover over an event in
the event calendar.
False - tooltip will not
display when you hover over
an event in the calendar.
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CODE Description (values) What it does
ShowEventCategoriesList
True or false True – Shows event
categories on the store
home page
False - Hides event
categories on the store
home page
ShowEventCoordinators
True or false True – Shows event
coordinators on the event
page
False - Hides event
coordinators on the event
page
ShowEventCoordinatorsBrief
True or false True – Shows event
coordinators on the search
results page
False - Hides event
coordinators on the search
results page
ShowEventDatesBrief
True or false True - Shows event dates
on the search results page
False - Hides event dates on
the search results page
ShowEventDescription
True or false True - Shows event
description on the event
page
False - Hides event
description on the event
page
ShowEventDescriptionBrief
True or false True - Shows event
description on the search
results page
False - Hides event
description on the search
results page
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CODE Description (values) What it does
ShowEventFunctionCategory
Note: iMIS 20.1.X.X and higher only
True or false True – Shows function
category
False – Does not show
function category
ShowEventFunctionCreditHours
True or false True - Shows CEU hours on
the event details page
False - CEU info not shown
on the event details page
ShowEventFunctionTrack
Note: iMIS 20.1.X.X and higher only
True or false True – Shows function track
False – Does not show
function track
ShowEventFunctionsAtCheckout
True or false True – Allows customer to
expand/collapse functions in
a registration in the Cart
False - Registrations in the
Cart are not
expandable/collapsible.
ShowEventGoogleMap
True or false True – Displays a Google
map of the event location
False – No map displayed
ShowEventNotes
True or false True – Displays a Notes box
in Event Setup in iMIS
False – Notes not displayed
ShowEventNotesBrief
True or false True – Displays a Notes box
in Event Setup in iMIS in the
brief listing
False – Notes not displayed
ShowEventPricingBrief
True or false True – Displays Member &
Nonmember price in the
brief listing
False – Pricing not displayed
ShowEventPricingMini
True or false True – Displays Member &
Nonmember price in mini
listings – Featured Items,
Highlights, Special Items
False – Pricing not displayed
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CODE Description (values) What it does
ShowEventsMemberPrice
True or false True – Shows the member
price in the event detail
brief, highlights, recently
viewed, and specials
False - Member price not
displayed
ShowEventsNonmemberPrice
True or false True – Shows the
nonmember price in the
event detail brief, highlights,
recently viewed, and specials
False - Nonmember price
not displayed
ShowEventSpeakers
True or false True – Displays Event
Speakers on Event detail
page
False – Speakers not
displayed
ShowEventSpeakersBrief
True or false True – Displays Event
Speakers on Event brief
page
False – Speakers not
displayed
ShowEventSpeakersImage
True or false True – Displays Event
Speakers photo on Event
detail page
False – Speaker photos not
displayed
ShowEventsYourPrice
True or false True – Shows the YourPrice
fees in the event detail brief,
highlights, recently viewed,
and specials
False - YourPrice price not
displayed
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CODE Description (values) What it does
ShowFeatured
True or false True – This shows the
featured items
False – This does not show
the featured items
ShowFRAppealsAtCheckout
True or false True – This shows
Fundraising Distribution
items at checkout if they are
set to an Appeal type listed
in the
STORE_FUNDRAISING_APPE
ALS table
False – No Fundraising items
are displayed
ShowFreight
True or false True – This shows the
freight options
False – This hides the freight
options
ShowFRVOLDuesAtCheckout
True or false True – This shows VOL Dues
items at checkout if they are
set to Sell on Web
False – No VOL Dues items
are displayed
ShowGiftCard
True or false True – This shows the gift
card option for payment
False – This hides the gift
card option for payment
(not currently implemented)
ShowHandling
True or false True – This shows the
handling as a separate line
item on the receipt and
checkout page.
False – This combines
handling with freight into
one line on the checkout
page and on the receipt.
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CODE Description (values) What it does
ShowHighlights
True or false True – This shows the
highlights at the bottom of
the store home page
False – This hides the
highlight section at the
bottom of the store home
page.
ShowHomeButton
True or false True - Show the Store
Home button
False - Store Home button
not displayed
ShowMasterProductDescription
True or false True – Shows the
description of Master
Products
False – Master Product
description not displayed
ShowMasterProductSelectedDescriptions
True or false True – Shows the
description of selected
product within Master
Products
False – Selected product
description not displayed
ShowOnlyYourPriceWhenLoggedIn
True or False True – When the person is
logged in, it will hide the
member and nonmember
price and only show the
Your Price value.
False – YourPrice not
displayed.
ShowProductAuthor
True or false True – Shows product
author field from Publication
Demographics in iMIS
False – Author not displayed
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CODE Description (values) What it does
ShowProductAuthorBrief
True or false True – Shows product
author field from Publication
Demographics in iMIS in the
search results
False – Author not displayed
ShowProductCatalogDescription
True or false True – Displays Catalog
Description of product from
Manage Inventory window in
iMIS
False – Catalog Description
not displayed
ShowProductCatalogDescriptionBrief
True or false True – This shows the
catalog description from
iMIS in the brief listing
False – Brief Description not
displayed
ShowProductCategories
True or false True – This shows product
category on the product
detail page
False – Product category not
displayed on product detail
page
ShowProductCategoriesBrief
True or false True – This shows the
product category on the
‘brief listing’
False – Product category not
displayed on ’brief listing’
ShowProductCategoriesList
True or False True – Displays the list of
the categories on the right
gutter
False – Product category list
in right gutter not displayed
ShowProductCode
True or false True – Displays the iMIS
product code
False – Does not display
product code
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CODE Description (values) What it does
ShowProductCodeBrief
True or false True – Shows the product
code on the brief page
False – Product code not
displayed in the brief listing
ShowProductDate
True or false True – Shows the product
date on the detail page
False – Product date not
displayed
ShowProductDateBrief
True or false True – Shows the product
date on the brief detail page
False – Product date not
displayed
ShowProductDescription
True or false True – Displays the Desc.
field of product from Mange
Inventory window in iMIS
False – Desc. Field not
displayed
ShowProductDescriptionBrief
True or false True – Shows the product
description on the brief page
False – Product description
not displayed in the brief
listing
ShowProductDetrailImageZoom
True or false True – Allows for an image
to be zoomed out when
moused over
False – Zoom feature not
enabled
ShowProductEdition
True or false True – Shows the Edition
field from Publication
Demographics on the detail
page
False – Product Edition not
displayed
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CODE Description (values) What it does
ShowProductEditionBrief
True or false True – Shows the Edition
field from Publication
Demographics on the brief
listing page
False – Product Edition not
displayed
ShowProductInfo
True or false When set to true this will
show the Product Info Link
on the brief listing of a
product (search results). This
is the url that is entered into
the ProductInfoUrl in the
web options in iMIS for a
product.
ShowProductInfoBrief
True or false When set to true this will
show the Product Info Link
on the brief listing of a
product (search results) This
is the url that is entered into
the ProductInfoUrl in the
web options in iMIS for a
product.
ShowProductISBN
True or false True – Shows the ISBN field
from Publication
Demographics on the detail
page
False – Product ISBN not
displayed
ShowProductISBNBrief
True or false True – Shows the ISBN field
from Publication
Demographics on the brief
listing page
False – Product ISBN not
displayed
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CODE Description (values) What it does
ShowProductMedia
True or false True – Shows the Format
field from Publication
Demographics on the detail
page
False – Product Format not
displayed
ShowProductMediaBrief
True or false True – Shows the Format
field from Publication
Demographics on the brief
listing page
False – Product Format not
displayed
ShowProductOtherDescription
True or false True – Displays the Other
Desc. field of product from
Mange Inventory window in
iMIS
False – Other Desc. not
displayed
ShowProductOtherDescriptionBrief
True or false True – Shows the Other
Desc. from iMIS on the brief
listing
False – Other Desc. not
displayed
ShowProductPages
True or false True – Shows the Pages field
from Publication
Demographics on the detail
page
False – Product Pages not
displayed
ShowProductPagesBrief
True or false True – Shows the Pages field
from Publication
Demographics on the brief
listing page
False – Product Pages not
displayed
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CODE Description (values) What it does
ShowProductPricingBrief
True or false True – Displays Member &
Nonmember price in the
brief listing
False – Pricing not displayed
ShowProductPricingMimi
True or false True – Displays Member &
Nonmember price in mini
listings – Featured Items,
Highlights, Special Items
False – Pricing not displayed
ShowProductPublisher
True or false True – Shows the Publisher
field from Publication
Demographics on the detail
page
False – Product Publisher
not displayed
ShowProductPublisherBrief
True or false True – Shows the Publisher
field from Publication
Demographics on the brief
listing page
False – Product Publisher
not displayed
ShowProductsMemberPrice
True or false True – Shows the member
price in the product detail,
product detail brief,
highlights, recently viewed,
and specials
False - Member price not
displayed
ShowProductsNonmemberPrice
True or false True – Shows the
nonmember price in the
product detail, product
detail brief, highlights,
recently viewed, and specials
False - Nonmember price
not displayed
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CODE Description (values) What it does
ShowProductsYourPrice
True or false True – Shows the YourPrice
fee in the product detail,
product detail brief,
highlights, recently viewed,
and specials
False - YourPrice not
displayed
ShowProductWebCategoriesLevel
Number If set to 0, will not expand
any of the iMIS 15 Web
Categories, if set to 1, will
expand the first level and so
on. When using iMIS15 Web
Categories products that are
set to inactive will not
display.
ShowProductWebCategoriesList
True or False True – Turns on iMIS Web
Categories. When this is set
to true items in
Store_Product_Categories
and
Store_Product_Categories_A
ddl do not display.
False – Web categories not
displayed.
ShowProductWebDescription
True or false True – Displays the Web
Desc. field of product from
Mange Inventory window in
iMIS
False – Web Desc. not
displayed
ShowProductWebDescriptionBrief
True or false True – Shows the Web Desc.
from iMIS on the brief
display
False – Web Desc. not
displayed
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CODE Description (values) What it does
ShowPromotions
True or false True – Shows promotions
on the home page
False – Promotions not
displayed
ShowQRCode
True or false True – Shows QR codes on
the detail page
False – QR codes not
displayed
ShowQuantityAvailable
True or false True – Shows number of
product available from iMIS
Inventory
False – Inventory quantities
not displayed
ShowQuantityAvailableBrief
True or false True – Shows quantity
available on the brief listing
False – Quantities not
displayed
ShowRecentlyViewed
True or false True – Allows recently
viewed items to be displayed
False – This feature is not
available
ShowRecommendations
True or false True – Show
recommendations (meaning
people who bought this
bought that)
False – Recommendations
not displayed
ShowRegisterSomeoneElseCompany
True or false True – Shows company
name in the ‘Register
Someone Else’ display
False – Company not
displayed
ShowRegisterSomeoneElseImage
True or false True – Shows image from
Picture tab in the ‘Register
Someone Else’ display
False – Image not displayed
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CODE Description (values) What it does
ShowRegisterSomeoneElseTitle
True or false True – Shows Title in the
‘Register Someone Else’
display
False – Title not displayed
ShowReplacement
True or false True – Allows for display of
replacement items for sold
out products if setup in iMIS
on each product
False – Replacement items
not displayed
ShowReviews
True or false True – Displays reviews of
products by other customers
False – Reviews are not
displayed for products
ShowReviewsBrief
True or false True – Shows customer
reviews on the brief display
False – Reviews not
displayed
ShowSearchBox
True or false True - Shows search box
False - Search box not
displayed
ShowSearchEvents
True or false True – Turns on event
search box
False – Event search box is
not displayed
ShowSearchProducts
True or false True – Turns on product
search box
False – Product search box
is not displayed
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CODE Description (values) What it does
ShowSearchSubscriptions
True or false True – If set to true,
searches include
Dues/Subscription items.
This should only be turned
on if you are licensed for the
Dues Module of the Online
Marketplace.
False – Dues/Subscription
products are not searched
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CODE Description (values) What it does
ShowSocialSharing
True or false
If set to True there are two
Store_Settings that must be
set to determine what
social networks are shown
– CONFIGSOCIALPRIMARY
and
CONFIGSOCIALSECONDARY
. Social network buttons fall
into two categories.
Primary Buttons and
Secondary Buttons. The
Primary Buttons are those
that always show on the
screen. The Secondary
Buttons are those buttons
that only show up when
you click on the down
arrow in the social
networking area.
You can determine the
number and the sort order
of these buttons by adding
the appropriate social
networking buttons to the
two store settings.
True – Turns on social
network sharing options
False – No social networking
is displayed
ShowSpecials
True or false True – Displays specials
from the STORE_SPECIALS
general lookup table
False – Does not display
store specials
ShowSpecialsTab
True or false True – Displays a special tab
to view Store Specials
False – No tab displayed
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CODE Description (values) What it does
ShowSubscriptionPricingBrief
True or false True – Displays subscription
product prices in the brief
listing
False – Subscription pricing
not displayed in the brief
listing
ShowTagCloud
True or false True – Displays Tag Cloud
False – Tag Cloud not
displayed
ShowTax
True or false True – Displays sales tax
charged
False – No sales tax
displayed
ShowUnitOfMeasure
True or false True – Shows unit of
measure as setup in each
product in Orders
False – No unit of measure
is displayed
ShowUnitOfMeasureBrief
True or false True – Shows the unit of
measure on the brief listing
False – Unit of measure is
not displayed
ShowUpsell
True or false True – Allows for up-selling
of your products if setup in
iMIS on each product
False – Up-sell items not
displayed
ShowViewOrders
True or false True – Allows customer to
view past orders
False – Feature not available
ShowWatermarkPDFFiles
True or false True – Turns on PDF
watermarking
False – Watermarking not
enabled
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CODE Description (values) What it does
URLAddRegistrantToIMIS
For example -
http://www.myassociation.
org/addregistrant.aspx
This is the url of a page that
will let you add someone to
iMIS. This is a url outside of
the store. The external
webpage should be able to
add the person to iMIS and
return the person to the url
provided in the querystring.
URLEventImageNotFound
URL URL that will be shown if an
event image is not loaded
into iMIS
URLPaymentNotice
URL
URL of a file that will include
text that can be displayed on
the payment screen. This file
is often used to display seals
or approvals from SSL
vendors. Here is an example
provided by GoDaddy.
http://help.godaddy.com/arti
cle/4073?isc=&locale=en
URLPersonImageNotFound
URL URL that will be shown if a
speaker does not have a
photo on their Customer
record iMIS on the Picture
tab.
URLProductImageNotFound
URL URL that will be shown if a
product image is not loaded
into iMIS.
URLReturnParamAddRegistrantToIMIS
For example -
http://www.myassociation.
org/addregistrant.aspx?ret
url
this is the querystring
parameter that is used by
the external program
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CODE Description (values) What it does
URLSubscriptionImageNotFound
URL URL of subscription image to
display if one is not set on
the subscription/dues item.
NOTE: You cannot set this in
iMIS however; it can be done
with SQL in the Products
table.
ViewOrderTypes
Options include:
MEETING,DUES,FR and any
of your Order Types in the
Orders Module such as PF,
REG, INV
Comma delimited list of
order types to display in
‘View Previous Orders’
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Table: Store_Shipping_Methods
This table contains a list of available shipping options that a user may choose when checking out of the
Online Marketplace. The code field should specify the abbreviated name of the shipping method while
the description field should specify the full name of the shipping method. A list of all accepted shipping
methods can be found in the “SHIP_METHOD” general lookup table (find this entry in the drop down list).
Only include shipping methods that are available to web users, and be sure that the code is typed
correctly.
We recommend that you check the ASI website (www.imis.com) to see if they’ve recently released a new
Zip Code file. You can find this under the Tech Support Community in the Downloads section. You can
work with your AiSP to import this updated zip code file or there are instructions for doing this yourself.
NOTE: If
you are
licensed
for Real-
time USPS
Freight
Calculations, please see the Real-time United States Postal Service Freight Pricing section below for
additional setup instructions.
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Table: Store_Specials
This table represents current Product specials that apply to the web store. The items in the table shown
to the right are not required and they are only included here for demonstrational purposes. Before
adding any items to this table, it is important to first create the product with its special price in iMIS. Once
the product has been created, it can be added to the Store_Specials table by specifying the product code
in the code field and by adding a brief description describing the special (for example “1/2 off this month
only”) to the description field. Once a special has expired, simply remove it from this table and it will no
longer
appear
in the
Online
Marketplace.
This will display in the Marketplace in the Highlights section under Specials or in the Specials section in
the right gutter. These are controlled by Store_Settings – ShowSpecials (right gutter), ShowSpecialsTab
(Highlights box)
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Table: Store_Specials_Events
This table represents current Event specials that apply to the Online Marketplace. The items in the table
shown to the right are not required and they are only included here for demonstrational purposes.
Before adding any items to this table, it is important to first create the Event with its special offer in iMIS.
Clicking on the link will take the customer to the specific page for that event where they can take
advantage of your special. Once a special has expired, simply remove it from this table and it will no
longer appear
in the web
store.
This will display in the Marketplace in the Highlights section under Specials or in the Specials section in
the right gutter. These are controlled by Store_Settings – ShowSpecials (right gutter), ShowSpecialsTab
(Highlights box).
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Table: Store_Tax_Auth
This table determines how a customer will be charged sales tax. The priority of tax determination is
City/State, Zip Code then State. Here are some examples of setting up this table.
CODE Description (Values) What it does
Denver|CO Name of Tax Code –
City/State tax example:
DenCty
Any order with a ship to address in Denver, CO will be
charged the DenCty sales tax as setup in AR/Cash>>Set up
tables>>Tax Codes
ZIP|80202 Name of Tax Code – Zip
Code tax example: Denver
Any order with a ship to address with a zip code 80202 will
be charged the Denver sales tax as setup in AR/Cash>>Set
up tables>>Tax Codes
STATE|CO Name of Tax Code – Stat tax
example: CO
Any order with a ship to address with a state of CO will be
charged the CO sales tax as setup in AR/Cash>>Set up
tables>>Tax Codes
Each of the values in the Description field must be a valid Tax Authority in iMIS.
NOTE: If you are using this functionality you must setup a tax code in iMIS called NONE with a rate of
0.0.
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AR/Cash>>Set up tables>>Tax
codes
NONE
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Table: Store_Unbilled_Dues
The purpose of this is to identify what to do with dues items that are not billed as part of a join/renew in
the Online Marketplace. The options are:
Delete the subscription record
Inactivate it
Do nothing
The code is either the word DEFAULT, A product type (e.g., DUES, VOL) or a specific product code (e.g.,
ANNUAL). It will check in this order:
1. DEFAULT - if no other entries are entered it will find this code
2. PRODUCT_TYPE – for example DUES or VOL
3. PRODUCT_CODE – you have to prepend the product type to this entry in the gen table (e.g.,
VOL/PAC)
The description needs to be one of the following entries. D, I, N and that will designate what to do with
the dues item that is not billed as part of the online marketplace (e.g., an old journal entry)
D – At the end of the process DELETE the subscription record
I – At the end of the process leave the subscription record but set the status to I (Inactive)
N – Do nothing and at the end of the process leave the dues item as it was before the process
started
NOTE: If this table does not exist the N option will be used on all unbilled items.
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Table: Store_Warehouses
This table will list the names of the warehouses and the order products will be ordered from them. Only
used if using iMIS Multi-Warehouse functionality.
The Code is the name of the warehouse and the Description is the order in which orders will be fulfilled.
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Tables: Cross-sell, Substitute, Up-sell
The following 9 tables all consist of a Code (meeting code or product code) and a comma delimited list in
Description field for up-sell/cross-sell/replacement items. If you need more than one value in the
Description enter each code separated by a comma without spaces. Displaying these options are driven
by the ShowCrosssell, ShowUpsell, ShowReplacement values in the STORE_SETTINGS table.
General Lookup/Validation Table Purpose
STORE_CROSSSELL_EVENT_TO_EVENT Cross-sell events to other events
STORE_CROSSSELL_EVENT_TO_PROD Cross-sell events to other products
STORE_CROSSSELL_PROD_TO_EVENT Cross-sell products to other events
STORE_SUBSTITUTE_EVENT_TO_EVEN Substitutes events to other events (yes, it is spelled without the
last T as it won’t fit in iMIS)
STORE_SUBSTITUTE_EVENT_TO_PROD Substitute events to other products
STORE_SUBSTITUTE_PROD_TO_EVENT Substitute products to other events
STORE_UPSELL_EVENT_TO_EVENT Up-sell events to other events
STORE_UPSELL_EVENT_TO_PROD Up-sell events to other products
STORE_UPSELL_PROD_TO_EVENT Up-sell products to other events
CROSS-SELL EXAMPLES
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SUBSTITUTE EXAMPLES
UP-SELL EXAMPLES
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USER-DEFINED WINDOWS – FIELD OVERVIEW
The following is an overview of each of the user-defined tabs.
User-defined Table Description
ATS_Checkout_Windows This is window that will you allow you to display a pop-up after a person
checks out. For example, a survey could be presented
ATS_Dues This is used to manage all dues/subscription processes available in the
Online Marketplace
ATS_Shopping_Cart Store cart data
Coupons This table is used for you to setup all of your available coupons for the
online store
Product_ReviewComment Comments from previously-entered product reviews (Stored on each
commenter’s record in iMIS)
Product_Reviews Online product reviews from customers (Stored on each reviewer’s record
in iMIS)
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ATS_Checkout_Windows Tab
The ATS Checkout Window functionality allows web pages to be displayed to the user after the user has
finished the payment and has reached the receipt page of the online marketplace. The web page is
presented as a popup window and displays the content from any URL. This allows for a few scenarios
that should cover most needs, such as surveys for the user, registering at a third party site, or simply
running code and closing the window.
Another feature is to define is the logic to determine who sees the popup window. For example, you may
only want to display a survey once and if the user fills it out, never show it to that user again. This is
accomplished by creating SQL views in that database. With a little creativity, views can be scripted to
check if a user has a particular iMIS activity, or other database entry, such as a survey entry.
All data for ATS_Checkout_Windows will be stored on the record identified in the Store_Settings table
under the ConfigCouponManagerID setting.
IN DETAIL
The first thing that happens once the user has reached the receipt page is that a check is done to see if
the current user qualifies for any of the popup windows that have been defined. The views are listed in a
custom user-defined table called ATS_Checkout_Windows. If any views return the current user’s ID, then
the popup window is shown and the first URL (sorted in the table with a sort order value) is auto-
navigated to.
The page that is navigated to can do anything a programmer writes it to do. As mentioned, this could be
a survey or a call to a web service to register the user at another site. The one requirement for pages to
be included in this system is that they must read the URL parameter named retURL and redirect the page
to the value of that parameter when the user submits the page. So in the example of a survey, there will
likely be a submit button. When that button is clicked, the code should save the survey results and then
redirect the user based on the retURL parameter.
When control is returned to the Checkout Window via the above redirect, the code then checks to see if
user is still qualifies for the next URL in the ATS_Checkout_Windows table by using the listed view and
seeing if the user’s ID is in the results. If so, then the process repeats. If not, the popup window is
automatically closed. This leaves the user on the receipt page.
FIELD What it does
Description Ignored by system, use to add a note for staff about
what this window does.
View Name SQL Server view name, view needs to return a set of iMIS
ID’s of the user’s that should see this popup window url.
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NOTE: The destination page in the URL field will need to read in the retURL parameter that will be
automatically added to the URL entry. For example, if http://www.google.com is the entry, the system will
go to http://www.google.com?retURL=http://store.atsol.org/store/
modalwindows/checkoutmodalwindow.aspx.
URL The location of the page to display (or have run). Could
be an internal or external site.
Status Enter ‘A’ for active, any other value will define the status
as inactive. Inactive rows will be bypassed by the
system.
Sort Order Number – All rows will be sorted by this entry. URL’s will
be navigated in the order based on this field.
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BT_ID The bill to id of the shopping cart
ST_ID The ship to id of the shopping cart
SUBSCRIPTION_TRANS_IDS The transaction ids of any subscriptions purchased at checkout
DONATION_TRANS_IDS The transaction ids of any dues purchased at checkout
ORDERS_IDS The order numbers of any products or events purchased at checkout.
VIEWS
The individual SQL views that determine if a user should see a particular url merely needs to return the
list of eligible iMIS IDs. Your view must have a column named ID but you can alias other ID fields as ID
(e.g. select BT_ID as ID from Name...) For example, to show URL to everyone, every time they checkout,
the view could be defined as select ID from Name where STATUS = ‘A’. Or, to only show users the popup if they
haven’t completed a survey (determined if a ‘SURVEY’ activity exists for the user), the view would look like
this select ID from Name where ID not in (select ID from Activity where ACTIVITY_TYPE = ‘SURVEY’).
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EXAMPLE
In this example, the customer is presented with a survey after their purchase:
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ATS_Dues Tab
This tab will be used to manage all dues and subscription processes available in the Online Marketplace.
The only entries in iMIS exist on the ConfigDuesMangerID entry in the Store_Settings General
Lookup/Validation table. Please review the Setup in Dues section of this document for further
information.
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FIELD VALUE What It Does
TYPE JOIN/RENEW/SUB Describes the type of dues
management record this is. Renew
records will be checked first and if
a person cannot renew the system
will look through join records.
JOIN – this is a record that
describes someone who is trying to
join.
RENEW – this is a record that
describes someone who is going to
renew their membership.
SUB – this is a subscription record
that is used by the subscription
module of the Online Marketplace.
BILLING_CYCLE A valid billing cycle name
from the iMIS Billing setup
This billing cycle name is the billing
cycle that will be used for this dues
management record to determine
what options a person will see
when going through the billing
cycle
START_MEMBER_TYPE Any valid member type or
an Asterisk “*” as a
wildcard. A comma
delimited list of values can
also be used.
When searching for a match of
dues management records the
system will look for a specific
match first and if it cannot find one
will look for a wildcard.
START_BILLING_CATEGORY Any valid billing category
from iMIS or an Asterisk “*”
as a wildcard. A comma
delimited list of values can
also be used.
When searching for a match of
dues management records the
system will look for a specific
match first and if it cannot find one
will look for a wildcard.
START_STATUS Any valid status from iMIS
or an Asterisk “*” as a
wildcard. A comma
delimited list of values can
also be used.
When searching for a match of
dues management records the
system will look for a specific
match first and if it cannot find one
will look for a wildcard.
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FIELD VALUE What It Does
START_CHAPTER Any valid chapter from iMIS
or an Asterisk “*” as a
wildcard. A comma
delimited list of values can
also be used.
When searching for a match of
dues management records the
system will look for a specific
match first and if it cannot find one
will look for a wildcard.
END_MEMBER_TYPE Any valid member type This is the member type that the
person will have at the end of the
join/renew process.
END_BILLING_CATEGORY Any valid billing category This is the category that the person
will have at the end of the
join/renew process
END_STATUS Any valid status, usually “A” This is the status that the person
will have at the end of the
join/renew process
END_CHAPTER Not used at this time – for
future use.
ELIGIBLE_TEXT Any text to be displayed on
the join/renew/sub page
This text will display on the dues
page if the person is eligible for the
operation. It can include
instructions on the process or any
other information.
NOT_ELIGIBLE_TEXT Any text to be displayed on
the join/renew/sub page
This text will display on the dues
page if the person is not eligible for
the operation. This will come up if
the person matches the dues
management record. For example,
if the person falls into the renew
record but has already renewed
their dues. (e.g., You are not
eligible to renew at this time,
please contact the office for more
information.)
IS_COMPANY Checkbox that is checked
or not checked
This indicates that this dues
management record only applies
to company records and that
eligibility will be checked through
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FIELD VALUE What It Does
the COMPANY_AUTHORIZATION
field.
COMPANY_AUTHORIZATION Name of SQL view and is
only applicable if the
IS_COMPANY field is
checked.
This is the name of a SQL view that
should contain two fields. ID and
CO_ID. ID is the ID number of the
person logged in and CO_ID is the
ID number of any company records
that the person is eligible to
join/renew for.
CUSTOMERTYPE_TEXT Any text to be displayed on
the join/renew/sub page
This text will display at the top of
the page in situations where the
person is eligible to join or renew
for more than one member type
(e.g., a student can renew as a
student member or renew as a
professional member)
BILLINGCATEGORY_TEXT Any text to be displayed on
the join/renew/sub page
Text that will be displayed if the
dues requires a selection of Billing
Category.
DUESPRODUCT_TEXT Any text to be displayed on
the join/renew/sub page
This text will display at the top of
the page in situations where the
person is eligible to choose
between multiple dues products
(e.g., DUES_1YR, DUES_2YR,
DUES_3YR)
DUESPRODUCT_ALWAYS_SHOW Checkbox that is checked
or not checked
If not checked, and only one dues
item is available to the person then
the dues product page will not
show (to select a dues product).
However, if this is checked, then
the page will always show even
though there may only be one
option. This is will show the single
line item with the only option pre-
checked.
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FIELD VALUE What It Does
NUM_COMP_DUES Number Integer field to set the number of
complimentary DUES items.
CHAPTERPRODUCT_TEXT Any text to be displayed on
the chapter selection page
This text will be displayed on the
chapter selection page.
CHAPTERPRODUCT_ALWAYS_SHO
W
Checkbox that is checked
or not checked.
If not checked, and only one
chapter item is available to the
person then the chapter product
page will not show. However, if this
is checked, then the page will
always show even though there
may only be one option. This will
show the single line item with the
only option pre-checked.
CHAPTERPRODUCT_ALLOW_CHAN
GE
Checkbox that is checked
or not checked.
If checked, then the person will be
able to check/uncheck boxes on
the page based on all chapters in
the billing cycle. If the box is not
checked, then only the pre-checked
chapter option will be displayed
and shown.
MIN_CHAPTERS Any number 0 or above This indicates the minimum
number of chapters a person must
select on the chapter screen. If set
to 0, then no chapter selection is
necessary.
MAX_CHAPTERS Any number 1 or above This indicates the maximum
number of chapters a person can
select on the chapter screen.
NUM_COMP_CHAPTERS Number Integer field to set the number of
complimentary CHAPT items.
SECTIONPRODUCT_TEXT Any text to be displayed on
the section selection page
This text will be displayed on the
section selection page.
SECTIONPRODUCT_ALWAYS_SHOW Checkbox that is checked
or not checked.
If not checked, and only one
section item is available to the
person then the section product
page will not show. However, if this
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FIELD VALUE What It Does
is checked then the page will
always show even though there
may only be one option. This will
show the single line item with the
only option pre-checked.
SECTIONPRODUCT_ALLOW_CHANG
E
Checkbox that is checked
or not checked.
When checked, allows the person
to change their SEC products
during join or renewal. When
unchecked, they are not allowed to
change SEC products.
MIN_SECTIONS Any number 0 or above This indicates the minimum
number of sections a person must
select on the sections screen. If set
to 0, then no sections selection is
necessary.
MAX_SECTIONS Any number 1 or above This indicates the maximum
number of sections a person can
select on the section screen.
NUM_COMP_SECTIONS Number Integer field to set the number of
complimentary SEC items.
MISCPRODUCT_TEXT Any text to be displayed on
the MISC subscription
selection page
This text will be displayed on the
MISC subscription selection page.
MISCPRODUCT_ALWAYS_SHOW Checkbox that is checked
or not checked.
If not checked, and only one MISC
item is available to the person then
the MISC product page will not
show. However, if this is checked,
the page will always show even
though there may only be one
option. This will show the single
line item with the only option pre-
checked.
MISCPRODUCT_ALLOW_CHANGE Checkbox that is checked
or not checked.
When checked, allows the person
to change their MISC products
during join or renewal. When
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FIELD VALUE What It Does
unchecked, they are not allowed to
change MISC products.
MIN_MISC Any number 0 or above This indicates the minimum
number of MISC subscriptions a
person must select on the MISC
screen. If set to 0, no MISC
subscription selection is necessary.
MAX_MISC Any number 1 or above This indicates the maximum
number of MISC subscriptions a
person can select on the MISC
screen.
NUM_COMP_MISC Number Integer field to set the number of
complimentary MISC items.
SUBPRODUCT_TEXT Any text to be displayed on
the SUB selection page
This text will be displayed on the
SUB selection page.
SUBPRODUCT_ALWAYS_SHOW Checkbox that is checked
or not checked.
If not checked, and only one SUB
item is available to the person then
the SUB product page will not
show. However, if this is checked
then the page will always show
even though there may only be one
option. This will show the single
line item with the only option pre-
checked.
SUBPRODUCT_ALLOW_CHANGE Checkbox that is checked
or not checked.
When checked, allows the person
to change their SUB products
during join or renewal. When
unchecked, they are not allowed to
change SUB products.
MIN_SUBS Any number 0 or above This indicates the minimum
number of SUB products a person
must select on the SUB screen. If
set to 0, then no SUB selection is
necessary.
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FIELD VALUE What It Does
MAX_SUBS Any number 1 or above This indicates the maximum
number of SUB products a person
can select on the SUB screen.
NUM_COMP_SUBS Number Integer field to set the number of
complimentary SUB items.
VOLPRODUCT_TEXT Any text to be displayed on
the VOL selection page
This text will be displayed on the
VOL selection page.
VOLPRODUCT_ALWAYS_SHOW Checkbox that is checked
or not checked.
If not checked, and only one VOL
item is available to the person then
the VOL product page will not
show. However, if this is checked
then the page will always show
even though there may only be one
option. This will show the single
line item with the only option pre-
checked.
VOLPRODUCT_ALLOW_CHANGE Checkbox that is checked
or not checked.
When checked, allows the person
to change their VOL products
during join or renewal. When
unchecked, they are not allowed to
change VOL products.
CRITERIA Name of SQL View Name of SQL View that allows
access to the line in ATS_DUES. See
the Advanced Criteria section for
more information.
PROFILE Name of SQL View This is the name of a SQL view that
will prohibit a person from
completing a dues/subscription
process due to something missing
from their record (i.e. email
address). See the Advanced
Criteria section for more
information.
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ATS_Shopping_Cart Tab
The ATS Shopping Cart is a utility table used by ATS and should not be used by clients. However, it can be
used for reporting or research to see who has what in their carts. Currently only donations are being put
into this new cart but eventually, orders, events, and dues will be put in this table.
LIST OF THE SESSION DATA STORED:
Session ID
Cart Type
Bill To
Ship To
Product Code
Product Major
Product Minor
Product Type
Fund Code
Campaign Code
Appeal Code
Distribution Code
Is Kit Item
Kit Product Code
Quantity
Unit Price
Note
Dues Term
Dues Effective Date
Dues Member Type
Dues Billing Category
Tribute Code
Tribute Text
Tribute Person
Session Date
Date Added
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Coupon Tab
Use this tab to manage all of your coupons.
FIELD What it does
Coupon Code Code to be used in the Online Marketplace by customers at checkout (ie BIG10,
SEPT15).
Coupon
Description
Description of coupon that is displayed on the web.
Coupon
Category
There are several types of coupons that can be offered:
o Dues – Discounts on Dues/Subscription products.
o Events – Discounts for event registrations
o Freight – Discounts to freight charges
o Handling – Discounts to handling charges
o Orders – Discounts to order products
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FIELD What it does
o Shipping – Discounts to freight and handling combined. If the coupon is
a percent-off coupon, then the percent off will be off of both freight and
handling. If the coupon is a dollars-off coupon then the dollars off will be
applied to the freight charge first and then any money remaining to the
handling charge. In addition, in the product code you can enter a freight
method (e.g., UPS) and the coupon will only be valid if the person selects
that freight method. You can use a comma delimited list of freight
methods to apply this to as well (e.g., UPS,FEDEX). If you leave the freight
method
blank then the coupon will apply to all freight methods.
o SUB – Discounts to subscription (SUB) products. This can only be used
for subscription-only billing. If combined with other DUES products, use
the DUES category.
Coupon Type Type of discount coupon will apply (Percent or Dollars off).
Coupon Value Number field – Enter the amount or percent off.
Status Status of coupon (Active, Inactive, Pending).
Start Date Date that coupon offer starts.
End Date Date that coupon offer ends. NOTE: The current date has to be LESS than the
coupon end date. So a coupon with an end date of 11/1 will not be able to be used
on 11/1.
Single Use Per
Person
Can a person only use this coupon once? Check box for yes.
Is Coupon
Stackable
Can this coupon be combined with other coupons?
Restricted to
Member Types
List of member types that can use this coupon. List member types separated by a
comma. NOTE: Do not put spaces between the commas when listing more than
one.
Restricted to
Product List of product codes this coupon is restricted to. Do not put spaces between the
commas when listing more than one.
Wildcards: An asterisk (*) is allowed as a wildcard. Information and Examples:
Events: When restricting to an event you must list the Event Code/Function Code.
o Event_Code/* - Allows the coupon to be used for any function within the
designated event (i.e. AM2015/*)
o */Function_Code – Allows the coupon to be used with any event that
uses the designated function (i.e. */REG_MAIN)
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FIELD What it does
Dues: List each dues product code unless the coupon is for chapters. Chapters
must have the product type (CHAPT) listed as well.
o CHAPT/* - Allows coupon to be used for any chapter product.
Orders: List each product code
o PRODUCT_CODE* - Allows any product(s) that start with the same
characters to be used with the coupon. (i.e. BOOK* or DUES*)
Shipping – List each shipping method to restrict a coupon to a specific ship method
o UPS* - Allows for a coupon to be used with any ship method that begins
with UPS
Freight - List each shipping method to restrict a coupon to a specific ship method
o UPS* - Allows for a coupon to be used with any ship method that begins
with UPS
Handling – Wildcards not available with Handling coupons.
SQL View – Enter the name of the SQL view that identifies which product(s) the
coupon can be applied against. The view must contain a column named
PRODUCT_CODE and have one row per unique product code.
Restricted to
Product Cat
List of product categories this coupon is restricted to.
Coupon Product
Code
Not Used as of September 2012. If your version of the Online Marketplace is prior
to September 2012 you will enter the name of the product, setup in Orders, for
Coupons.
Product Type System type limitation (ie DUES, MEETING, ORDER)
Maximum Uses
Per Product
Code
Maximum uses per order for this coupon.
If the value is set to 0 there is no limit.
If the value is set to a number greater than 0 you will only be able to buy that
many (quantity) of products that match the restrictions (product category and
product code).
The discount (dollars off or percent off) will be applied to the most expensive
eligible products first.
Sometimes rounding will need to occur to have the order put into iMIS correctly.
For example, if you purchase a book and get $10 off but purchase 3 books, the
unit price of all books needs to be adjusted and therefore the person may get
$10.01 off instead of $10.00 off.
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FIELD What it does
o 3 Books @ $10 each
1 coupon for $10.00 off one book
o Results in 3 books for a total of $20.00 or $3.33 off per book. Meaning
each book is $6.66 each for a total charge to the customer of $19.98 or
($10.02 discount)
Maximum
Orders
Maximum number of orders for this coupon (i.e. First 50 orders get this offer).
Times Used So
Far
This field is automatically updated by web orders but can be manually advanced for
iMIS Desktop orders. NOTE: This field will only automatically update if you set a
maximum in the ‘Maximum Orders’ field.
Coupon Batch
Code
User-assigned batch code from the Coupon Generator
User Field 1 Tracking Code 1
User Field 2 Tracking Code 2
Source Code Used to identify coupons created in the Coupon Generator
Ship To ID
Restriction
This field can be used in two different ways to restrict a coupon
ID: Enter ID number(s) of records that the coupon is restricted to. Enter multiple
ID’s separated by a comma and no space.
SQL View: Enter the name of a SQL view to this field that selects the ID’s that are
eligible to use the coupon. This can be very powerful in that you can really write
your own rules for coupon usage.
This screenshot shows where your customers will enter the coupon code in the checkout cart.
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COUPON GENERATOR
The Online Marketplace
includes a coupon
generator for creating
groups of coupons in
mass. This tool is in the
Administrative Portal.
To access the Administrative Portal go to <YourStoreURL>/store/admin/storeadmin.aspx (i.e.
http://www.atsol.org/store/admin/storeadmin.aspx). If you are not already logged in you will be taken to
a login page. Once logged in, any user with the ATSStoreAdmin Access Keyword will be directed into the
administrative portal. Click on the Maintenance tab, then Coupons and Coupon Generator to access the
screen to create coupons. The Coupon List page is still under development.
NOTE: This is not recommended for creating single coupons, but for creating many coupons at one
time.
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ADDITIONAL FIELDS IN THE COUPON GENERATOR:
Coupon Count – Number of coupons to create.
Coupon Generation Method – Method for naming coupons.
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EXAMPLES OF COUPON GENERATION METHODS:
STATIC VALUE
Select this option to assign the same
code to all coupons.
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View in iMIS:
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RANDOM ALPHA NUMERIC
Provide a length for the
coupon code in the Coupon
Length field.
Results:
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View in iMIS:
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SEQUENTIAL WITH MASK
Provide a starting
sequence number,
sequence length, coupon
prefix and suffix.
NOTE: The maximum
length for a Coupon Code
is 11. This includes
Sequence Number, Prefix
and Suffix.
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Results:
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View in iMIS:
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Product Review Tab
This tab stores all product reviews as they are entered by customers on your site.
PRODUCT_CODE – Product code of reviewed store item.
RANK – 1 through 5 review ranking.
TITLE – Title of review.
DESCRIPTION – Actual text review.
REVIEW_DATE – Date/time of review.
You must be logged in to review products:
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Once logged in you can review any
product
The review is stored on
the ID number of the
person who entered the
review in the Product
Reviews tab.
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Product Review Comment Tab
This tab stores all product comments
as they are entered by your
customers.
REVIEW_SEQN – Sequence number
of the review this comment is for.
COMMENT – Comment text.
COMMENT DATE – Comment
date/time.
HELPFUL – Was this helpful (1 for
yes, 0 for no).
PRODUCT_CODE – iMIS product
code that was reviewed.
Your customers will be able to add
comments to reviews once logged into
the Marketplace.
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Comments are stored on
the customer’s record
under the Product
Review Comments tab.
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ACTIVITY SETUP
The Online Marketplace uses activities for some functionality. Those activity types are: BO_EMAIL,
CONFLETTER, Coupon_Use, Donation, Promotion and SHIPPING activities. Activity Types are setup on
install/upgrade.
BO_EMAIL
This activity type is used to store backorder information when a customer would like to purchase an item
that is not in stock.
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The customer will see that
the product is out of stock
and have the ability to
enter their email address
for notification when
inventory is available.
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Once you add inventory to the product you can pull a list of each person with the BO_EMAIL activity and
the desired product to notify them that it is now available.
The BO_EMAIL activities are stored on the Anonymous record if the person isn’t logged in. If they are, it
will be stored on their record.
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CONFLETTER
The purpose of this
activity record is for
storing confirmation
letters from the Online
Marketplace
confirmation letter
system. These
activities will be
automatically
generated from the
Confirmation Letter
feature and stored in
the Store Manager
record in iMIS.
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COUPON_USE
The purpose of this activity
record is to log each time a
user uses a coupon when
checking out of the Online
Marketplace. These
activities will automatically
be created on the
purchaser’s record in iMIS.
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As your customers use
coupons, a COUPON_USE
activity will be created on
their record.
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DONATION
In order to report on the
tribute selections users
make, there will be
activities created for each
donation that has a
tribute.
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Sample Donation Activity:
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PROMOTION
The purpose of this activity is
to create entries for
promotional ads. They can be
used for association ads on
the website or can also be
created for ad sales to
manage online ads.
Once this activity is setup, you
will create different
PROMOTION activities that
contain specific information
for your ads. For association-
specific ads, you will use one
Store Manager ID (designated
by you) to store all of these activities. Below is an explanation of each field:
Description – Enter a description of your ad
Start Date – Start Date of the ad running
End Date – Date ad will stop running
URL – URL to ad
ImageURL – URL to the image for your ad
IsFillerAd – If this field is set to 1 then it is a filler ad, if it is set to 0 then it is NOT a filler ad
IsPopupAd – If this field is set to 1 then the ad will open in a new window
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EXAMPLE
Here is an example of what the activity will look like on your designated record in iMIS:
Promotions display in the top product bar in the Marketplace.
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SHIPPING
The SHIPPING activity will allow you to manually create Activities on records to allow a customer to track
the shipment of their order(s). Once a SHIPPING activity is added to a record with the carrier, tracking
number, order number and date they will be able to click and track their shipment from the ‘View
Previous Orders’ page. Currently, only DHL, FedEx, UPS and USPS are supported.
EXAMPLE ACTIVITY:
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VIEW PREVIOUS ORDERS PAGE:
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SETUP IN AR/CASH
Credit Card Types
The credit card types listed in “AR/Cash” >> “Set up module” are the types that will be available in the
shopping cart.
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Batch Control
Enable Batch Control – Batch Control in iMIS must be turned on.
1. AR/Cash>>Set up module>>Batch Control
2. Click Edit and selection the batch naming option you prefer
3. Click Save
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PayPal Express Setup
The Online Marketplace supports payment via PayPal Express. This section explains the setup to enable
this feature.
STORE_SETTINGS
There are several Store_Settings for PayPal Express:
lblPayPalExpressItemDescription – This is a description that will display in the Item Description
in the PayPal Order Summary. It cannot itemize the items from the cart.
lblPayPalExpressOrderDescription – This description is used for where the order came from.
For example, ‘ABC Association Checkout’.
PaymentPayPalExpress – True/False setting. When set to True, PayPal Express payment is
enabled.
PaymentPayPalExpressButtonText – Text that displays for customer to select PayPal Express
payment type.
PaymentPayPalExpressNote – Note displayed after customer selects PayPal Express payment
type.
SETUP IN CREDIT CARD AUTHORIZATION
A new credit card authorization account will also need to be setup in iMIS for your PayPal Express
account.
1. AR/Cash>>Set up module>>Credit Card Auth
2. Click New to setup a new gateway
a. Gateway: Custom
b. Select Immediate Authorization
c. Account Code: PAYPALEC
d. Account Description: PayPal Express Checkout
e. Administrator’s Email: Email address on your PayPal Express account
f. Partner: leave blank
g. Host URL: www.sandbox.paypal.com (test transactions) or www.paypal.com (live
transactions)
h. Host Port: 0 or leave empty
i. Vendor: API Signature for your PayPal account
j. Username: API Username for your PayPal account
k. Password: API Password for your PayPal account
l. Timeout: 0 or leave empty
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m. Proxy Server Address: leave empty
n. Proxy Server UserId: leave empty
o. Proxy Server Port: leave empty
p. Proxy Server Password: leave empty
q. Verify Proxy Server Password: leave empty
r. Click Save
CASH ACCOUNT SETUP
You’ll need to setup a cash account for PayPal Express.
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1. AR/Cash>>Set up tables>>Cash accounts
2. Click New
a. Code: PAYPAL
b. Title: PayPal
c. Type: Credit Card
d. Account: Desired GL account code
e. Entity: Desired entity code (optional)
f. CC Auth Account: PAYPALEC
g. Click Save
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CHECKOUT
As your customers check out they will select PayPal Express as the payment type:
After clicking the PayPal Express Checkout button (configurable with Store_Setting
PaymentPayPalExpressButtonText) they will be directed to the PayPal checkout
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Customers are then re-directed back to the Online Marketplace and displayed the receipt.
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PayPal TeleCheck Setup
The Online Marketplace supports payment via PayPal TeleCheck. This section explains the setup to
enable this feature. You need to make sure your PayPal account includes this feature as well. Check with
PayPal to verify this is part of your account setup.
STORE_SETTINGS
There are several Store_Settings for PayPal Express:
PaymentACH – True/False setting. When set to True, customers are allowed to pay by
electronic check.
PaymentACHNote – Text note that displays on payment screen after selecting ACH payment
type.
PaymentACHShowCheckImage – True/False setting. When set to true, displays an
informational image of a check for completing ACH (electronic check) payment (account
number, routing number, etc.).
PaymentTelecheckType – 1 or 2 – Your PayPal Telecheck account type will be 1 or 2. Enter that
for this setting.
o Type 1 accounts process transactions as a Sale
o Type 2 accounts process transactions like credit card transactions (Authorization,
Delayed Capture/Void). See the Credit Card Processing section for details.
CASH ACCOUNT SETUP
You will need to setup a cash account in iMIS for processing electronic checks. It must be a ‘credit card’
type account that points to your PayPal processor.
BATCH_SETTINGS
Batch_Setting that control ACH payments will also need to be configured. Those settings are:
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BatchCashAccountCheck – Name of the cash account in iMIS used for Online Marketplace ACH
payments.
CashAccountCheck – Name of the cash account in iMIS setup for ACH payments.
CashAccountCheckProcessor – Name of your PayPal account setup under AR/Cash>>Set up
module>>CC Auth.
Staff Only Payment Options
This functionality allows staff who use the impersonate functionality in the Online Marketplace to select a
specific cash account at checkout. The payment is processed as a check and the transaction shows as paid
in iMIS. This is typically used in a lockbox situation where the organization has already received the
payment through the bank.
NOTE: Staff must impersonate the customer through the administrative portal for this feature to appear,
once enabled.
STORE_SETTINGS
There is only one Store_Setting:
PaymentAdminOptions – True/False setting. When set to True staff will have the option to select a
specific cash account at payment time.
STORE_ADMIN_PAYMENT_OPTIONS
This general lookup table contains the codes of the cash accounts you want available for these transactions.
It is required that these are all ‘cash’ cash accounts and not credit card cash accounts. See the Tables:
Store_Admin_Payment_Options section for detailed information about setting up this table.
When impersonating a customer in the Online Marketplace the staff member will be presented with an
Administrator Options radio button on the payment screen that allows them to select one of the cash
accounts from the Store_Admin_Payment_Options general lookup table. The batch created will use the cash
account selected and the transaction will be recorded as paid in iMIS.
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SETUP IN ORDERS
The Web Order Type under Orders>>Set up module>>Web must be set to PF. PF is a pro-forma order
type that is set on all web orders. They are then converted to regular orders using the iMIS desktop.
Where Product Information Displays
The following example will show you where some of the fields in iMIS displays in the Online Marketplace.
Most of the fields in the Manage Inventory window are can be displayed using the ‘Show’ entries in the
Store_Settings General Lookup/Validation table. Also, the labels displayed for each field are configurable
using the ‘lbl’ entries in the Store_Settings General Lookup/Validation table.
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Freight by Weight - United States Shipping Setup
This section only applies if you use Freight by Weight for freight determination. Additionally, depending
on how countries are stored in iMIS will drive how zone tables are setup.
Country On Customer Record Country on Zone
Blank Blank
United States United States
USA USA
Zone Table Setup (Orders>>Set up tables>>Zones)
Store_Settings
Code Description What it does
ConfigDefaultCountryDataba
se
Typically left
blank for US
customers –
see note.
The value in the Country table for the default country.
This is used for freight. For many clients in the United
States, this is blank and therefore they need to leave
it blank in the db.
ConfigDefaultCountryDisplay
Example: USA Value to display for the default country in the
database. For example, they may set the
ConfigDefaultCountryDatabase to blank but set the
ConfigDefaultCountryDisplay to “United States”.
Whatever value they use will be displayed in the
dropdown of the country table when calculating
freight.
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The Store_Shipping_Methods general lookup table will be where you indicate which of your shipping
methods are allowed in the Online Marketplace. Types must exist in the iMIS standard general lookup
table Ship_Method.
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Multi-Warehousing
The Online Marketplace does support iMIS Multi-Warehousing functionality. See the Section ‘Table:
Store_Warehouses’ for specific information.
Shipping Tracking
The Online Marketplace can track shipping through SHIPPING activities that are manually added to iMIS
customer records. See the Section ‘Activity Type: SHIPPING’ for specific information.
Stored-Procedure Pricing for Products
The Online Marketplace is setup to allow for stored-procedure pricing on products. Your stored
procedure can contain the following parameters. Any parameters that you specify will be sent by the
Online Marketplace to your stored procedure.
Parameter
Name
Description
@PRODUCTCODE This is the product code of the item
@BTID This is the Bill to ID of the shopping cart
@STID This is the Ship To ID for the item being purchased
@QTYINCART This is the quantity of this item in the cart. I could also be acquired through SQL in
the stored procedure.
@QTYTOORDER This is the quantity of this item that the person would like to order. Currently
always 1
The stored procedure needs to return a single price. That price should be rounded to two digits.
CREATE THE GENERAL LOOKUP TABLE
First you must create the General Lookup table called STORE_PRODUCT_SP_PRICING.
Stored procedure pricing for products can be defined for all products using a “DEFAULT” value or
on a product by product basis.
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For each product that you want to execute a stored procedure, enter the product code as the
CODE in the general lookup table. The Description should be the name of a stored procedure to
be executed to calculate the price.
If there is not an entry for a product code, the Online Marketplace will look for a code of DEFAULT.
The entry of DEFAULT will be used for all other products that do not have individual lines for the
product code. If there is no DEFAULT entry then no stored procedure pricing will be calculated for
the product.
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EXAMPLE OF A SIMPLE STORED PROCEDURE:
This example will calculate the product price at half of the Member Price.
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE PROCEDURE [dbo].[sp_HalfMemberPrice]
@PRODUCTCODE VARCHAR(31)
AS
select PRICE_1 * .5 from Product where PRODUCT_CODE = @PRODUCTCODE
GO
HOW PRICING IS DISPLAYED FOR STORED-PROCEDURE PRICING PRODUCTS:
In the Online Marketplace you can define three types of pricing to display. Each of these can be shown or
hidden based on store settings.
1. Member Price: Determined by the Member Price field as entered in the Manage Inventory screen.
2. Non Member Price: Determined by the Non-Member price field as entered in the Manage
Inventory screen.
3. Your Price: If you have stored procedure pricing setup as described earlier, that is the price that
will show up in the Your Price field. Otherwise, the system will look at the currently logged in user
(or anonymous user if you are not logged in) to display in the Your Price field. Your Price is always
the price that is put into the cart.
Purchase Orders
Starting with iMIS versions 15.2.5 and higher you can allow your customers to pay for an order by
purchase orders. The PaymentPurchaseOrderOrders setting in the Store_Settings General
Lookup/Validation table controls this. To enable purchase orders set this setting to true.
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PDF Watermarking & Security
PDF Watermarking functionality allows you to
watermark electronic PDF files that are available in
your Online Marketplace. There are two settings in the
Store_Settings table that control this:
ShowWatermarkPDFFiles: This is a True/False
setting to turn on or off this feature. Setting
this to true turns it on.
lblWatermarkCopyrightStatement: This is the
statement that will print along with the
customer’s name, company, order number and
order date.
NOTE: Watermarks cannot be applied to any
encrypted PDF.
See an example to the right:
PDF SECURITY:
These are the Store_Settings for assigning security to PDF’s.
PDFSecurityEncryptionSiz
e
40 or 128
Size of encryption key for PDF security.
PDFSecuritySecure True – Enables PDF Security
False – Not enabled
PDFSecurityOptions Sets the values of the PDF security settings. Those that are included are
set to TRUE, otherwise they are set to false. This is a string and can be
comma delimited.
NOTE: PDF files cannot have any pre-existing security applied to them for
this feature to work.
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Valid Values:
CANCOPYCONTENT - Can copy the document content.
CANEDITCONTENT - Can edit PDF document content.
CANFILLFORMFIELDS - Can fill the form fields.
CANPRINT - Can print the document.
CANEDITANNOTATIONS - Can edit PDF document annotations.
PDFSecurityOwnerPasswo
rd
Password that will be applied to PDF’s for security. It will be required to
change OWNER options of the rendered PDF.
PDFSecurityUserPassword Password that will be applied to PDF’s for security. It will be required to
change USER options of the rendered PDF.
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Newest Items
There is a section on the Online Marketplace homepage to display newest items. Newest items are
determined by the Publication Date set on the product in the Publication demographics window. The
Store_Settings ShowNewestTab (turns on Newest tab) and LblNewestTab (label for Newest tab) control
this feature.
From Orders>>Manage Inventory
select the desired product and click
the Publication button. Note: To
enable the Publication button you
must check the ‘Use Publication
Demographics’ box on the item’s
category under Orders>>Set up
tables>>Product categories.
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Newest Tab:
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Web Categories
The Online Marketplace supports iMIS web categories. There are two Store_Settings that control this.
1. ShowProductWebCategoriesList – When set to true the Product Category section in the right
gutter switches to a tree-like view using the iMIS web categories and disables the use of the
category search by the category set on the product.
2. ShowProductWebCategoriesLevel – This number determines the number of levels expanded in
the category tree by default.
Prior to iMIS 20.2 web categories can be managed in the iMIS Desktop under System Setup>>Set up
commerce web components>>Store home.
We have created an interface in the Online Marketplace Administrative Portal for managing web
categories since the interface in the iMIS Desktop was removed in version 20.2. To access this interface
go to your administrative portal and under Products>>Products Audits and Tasks>>Manage Web
Categories:
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Tab Description:
Information: Brief description of this functionality.
Add New Category: Add new web categories.
Manage Category Products: This is where you add or remove products from each category by selecting a
category from the tree above and using the arrow buttons to move from ‘Products not in Category’ to
‘Products in Category’. There is a checkbox to include inactive products if needed.
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Edit/Update Category: Lets you update category title, description or online status.
Deleting a Category: If a category has no products assigned to it, it is eligible to be deleted in the
Edit/Update tab. The delete button displays in this scenario.
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Reports: Contains on listing of products not in a category
NOTE: There is limited functionality to re-order the web categories by dragging and moving them up or
down.
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How Products are Displayed
This describes how products are displayed based on the product status and web setting:
Status Web Option Description
Active Not on Web Will not display on store, message states: product not
found
Active View on Web Will display, but cannot add to cart
Active Sell on Web Displays and can add to cart
Inactive ANY Will not display on store, message states: product not
found
Order Processing in iMIS
Here are the steps you’ll need to follow in iMIS to process your orders that come from the web. All
orders first appear in iMIS as a Pro Forma or Quote. These quotes will need to be converted to Orders to
finalize processing and create transaction records.
1. Review and Post Batches
a. Transaction records are not written in iMIS until batches are posted
i. AR/Cash>>Manage Batches>>Highlight Batch
1. Click Print Selected to review the batch entries
ii. After reviewing your batch, select Post Selected to post your batch
2. Convert Quotes to Orders – All orders will come into iMIS as Quotes and will need to be converted
to orders.
a. Orders>>Process Orders>>Print Quotes
i. Highlight desired quotes and click the Convert button
ii. This will print the quotes to the screen. You don’t need to print them just close the
report
iii. NOTE: If you don’t need this stage for other quotes, you can go to Orders>>Set up
module>>Order Staging and uncheck the ‘Print Quote’ box under Pro Forma Orders
and then this step is eliminated.
b. Orders>>Process Orders>>Convert Quotes
i. Highlight desired quotes and click the Convert button
3. Once orders have been converted you can then move them through the stages needed (as setup
in your iMIS database for the order type)
a. Orders>>Process Orders
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i. Print Pick Lists
ii. Print Shipping Papers
iii. Ship Orders
iv. Invoice Orders
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REAL-TIME UNITED STATES POSTAL SERVICE FREIGHT PRICING (ADD-ON
MODULE)
This is an add-on module to the Orders Marketplace for calculating USPS real-time freight pricing. You
must be licensed for this from ATS in order to use this functionality. Currently, the following ship
methods have been configured:
USPS (12 ounces or less)
USPS Priority Flat Rate Envelope (less than
4 pounds)
USPS Priority Flat Rate Box (less than 70
pounds)
MediaMail (less than 70 pounds)
International Flat Rate Priority Box (less
than 20 pounds)
International Flat Rate Priority Envelope
(less than 4 pounds)
International limits can vary by country.
Note: To request another ship method, please submit an enhancement request at
http://atsstore.ideascale.com.
You will need to obtain a license from the USPS to use their web tools. You can do this here:
https://secure.shippingapis.com/registration/. Make a note of the UserId they assign you.
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Setup the Shipping General Lookup Tables
You will need to add a few General Lookup/Validation tables for this feature of the Online Marketplace.
TABLE: SHIP_METHOD
This standard iMIS General Lookup
table must contain a list of all shipping
options in iMIS (Desktop and Online).
The code field should specify the
abbreviated name of the shipping
method while the description field
should specify the full name of the
shipping method.
TABLE: STORE_SHIPPING_METHODS
Be sure that all of your online shipping
methods are listed here. This allows
you to have other methods for only
iMIS desktop processing. A list of all
accepted shipping methods can be
found in the SHIP_METHOD General
Lookup table (find this entry in the
drop down list), along with their
accepted abbreviated name. Only
include shipping methods that are available to web users, and be sure that the abbreviated name is
typed correctly.
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TABLE: STORE_USPS_EXTERNAL_SETTINGS
These are the settings that
communicate with USPS.
CODE Description (values) What it does
SHIPFROMZIP Origination Zip Code Zip code you are shipping from
USERID UserID given to you from
USPS
Tells the USPS who you are
USE_EXTERNAL_USPS True or False True – Enables US shipping rate calculations
False – Does not enable US shipping rate
calculations
USE_EXTERNAL_USPS_INTL True or False True – Enables International shipping rate
calculations
False – Does not enable International
shipping rate calculations
TABLE: STORE_USPS_INTL_SHIP_METHODS
International Setup for
USPS:
CODE Description
(values)
What it does
USPS_PRIORITYMAILINTERNATIONALFLATRATEBOX_CODE USPS_FIFRB Code used for Int’l Priority
Flat Rate Box
USPS_PRIORITYMAILINTERNATIONALFLATRATEENVELOPE_C
ODE
USPS_PIFRE Code used for Int’l Flat
Rate Envelope
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TABLE: STORE_USPS_SHIP_METHODS
US setup for USPS:
CODE Description (values) What it does
MEDIAMIALW MEDIAMAIL Code for MediaMail
USPSW USPS Code for USPS First Class Parcel
USPS_PFLEW USPS_PFLE Code for USPS Priority Flat Rate Envelope
USPS_PRIOW USPS_PRIOR Code for USPS Priority Flat Rate Box
TABLE: STORE_USPS_MAX_WEIGHT
This table allows you to set a maximum weight
restriction for a ship method. This shipping method
will not appear in the cart when an order is over this
maximum weight. The Code in this table refers to the
Ship Method and the Description is the weight in
pounds (partial amounts are allowed such as .50).
This code must already exist in either the
STORE_USPS_INTL_SHIP_METHODS or the STORE_USPS_SHIP_METHODS table.
NOTE: For USPSW the weight of the order must be 12 ounces or less.
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SETUP IN EVENTS
Event Functions
ATS has designed the following function prefix codes to allow functions to display differently. These
prefixes are added to the registration function codes. For example, instead of using MAIN for your Main
Registration you would now use REG_MAIN.
REG_ FUNCTIONS
Functions with the REG_ functions need to have a Sort Sequence below 1000, will be displayed with radio
buttons, and the registrant can only select one. At least one of these is required.
QUESTION FUNCTIONS
QSTO_
Function displays a textbox under the description and filling out the textbox is optional; prefix is
shorthand for "question optional".
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QSTR_
Function displays a textbox and is required. Required functions can display with a different color.
CHECKBOX FUNCTIONS
Please note that you cannot use these prefixes if your registrants can select more than one of a function.
This is basically a yes/no option.
CBXO_
Function displays a checkbox next to the description and the checkbox is optional.
CBXR_
Function displays a checkbox and the checkbox is required. Required functions can display with a
different color.
INFORMATIONAL FUNCTIONS
NFO_
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Function is an information only item. This is useful for displaying messages and notices. This does not
show date and time. NOTE: MEMO Functions also function like NFO_ Functions.
NFOT_
Function is an information only item. This is useful for displaying messages and notices. This does show
date and time.
EMERGENCY CONTACT FUNCTION
EMRG_
Function will display emergency contact text boxes for the user to fill out. NOTE: This data can only be
saved in user-defined fields designated in the app_settings file and is the same for each event. It is
recommended that you use a QSTO_ function for this purpose.
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GROUP FUNCTIONS
GRPR_[CODE]
Function displays as a group label, with a selection from the group being required. Functions following
this function will be considered a group if their function code starts with [code]. For example,
GRPR_BRK01 would define a group, with the title being displayed as the label. Functions following this
that start with BRK01_ would be part of that group; i.e. BRK01_SES01 and BRK01_SES02.
GRPO_[CODE]
Function displays as a group label, with a selection from the group being optional. Otherwise, it works
like GRPR_.
When deciding what codes you will use for your groups keep in mind that any other function(s) that start
with that same letter or code will be included in your group. We recommend at least 3 characters. For
example, if you create a GRPO_A function for your ‘A’ sessions and then follow with functions A_1, A_2,
A_3 any other function code that starts with the letter A would be included in that group so it might be
better to use a naming convention like this: GRPO_ASSESS with following functions of ASSESS_1,
ASSESS_2, ASSESS_3.
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NOT USING FUNCTION PREFIXES
If you decide not to use the prefixes as described above your functions will display on the web if the
‘Show this function on the Web?’ box is checked. However, not using the prefixes means that the
functions will not follow the same rules. For example, you can create a function called MAIN_MON and
give it a Sort Sequence of 100 and it will display in the Main Registration section but it will not function
like other functions with a REG_ prefix where only one of that type can be selected. You can auto-select a
function by checking the Automatic Option box in iMIS.
USING YOUR OWN FUNCTION PREFIXES
If your organization already uses a different function prefix naming schema you can override the Online
Marketplace settings by using the Store_Event_Function_Prefixes General Lookup table.
This table allows for the use of pre-defined function prefixes to function like ATS Function Prefixes. The
description is a comma delimited list of your custom functions that will have the same functionality as the
one in the CODE. See the ‘Setup in Events’ section of this document for an explanation of all ATS Function
Prefixes.
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PRE-REQUISITE FUNCTIONS
The General Lookup table STORE_EVENT_FUNCTION_PREREQ contains entries for function(s) and which
function a person must sign-up for before they are able to register for that function.
Example
Your event (DMAANNUAL) has the following REG_ functions defined:
REG_MAIN – full conference registration
REG_MON – Monday-only registration
REG_TUE – Tuesday-only registration
REG_WED – Wednesday-only registration
You have a Welcome Reception that will be held on Monday (Function Code: XTRA_BANQ) and you only
want people who have signed up for REG_MAIN or REG_MON to see that function. The entry in the
STORE_EVENT_FUNCTION_PREREQ table would look like this:
Code: DMAANNUAL/XTRA_WELCOME
Description: REG_MAIN,REG_MON
Once that entry is made in the table then the only registrants that will wee the XTRA_WELCOME functions
are those that either sign up for REG_MAIN or REG_MON.
CUSTOM REGISTRATION VALIDATION
Currently the ATS Online Marketplace provides several ways to help guide the registrant to select the
correct options. Those include prerequisite functions, conflict coding, restrictions by registration class,
and special grouping of functions. If your validation needs aren’t met by any of these methods you can
create a custom validation of the registration through the use of a stored procedure. The
STORE_REGISTRATION_VALIDATION general lookup table will allow you to restrict registration based on
custom rules. Please refer to the section ‘Table: Store_Registration_Validation’ for detailed information
and an example stored procedure.
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FUNCTION BEHAVIOR
NOTE: Functions work the same way functions do in the iMIS Desktop. All of your functions must have
pricing setup, even if they are complimentary (check the Comp box).
FUNCTION LOGIC
If the registration class has pricing it will be used
If a Default Price is setup (non-zero or complimentary) the default pricing will be used
If the person meets neither of the above two scenarios they will not be able to register for the
FUNCTION
If the person has no functions available to their registration class they will receive an error
message that they are unable to register for the EVENT
Functions that have the ‘Automatic Option’ box checked will be selected by default.
Functions that have no pricing for the registrant class of the person logged in will not display.
Any ‘required’ functions have a style applied to them in the style sheet that can display them
differently.
This can be VERY POWERFUL – You can ask questions of just members or just non-members. Some
examples are:
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Create a ‘Speaker Lunch’
function with only pricing for
the Speaker registrant class
that only speakers can see.
If a CBXO function (one of the
ATS function prefixes listed
above), is not set to
complimentary for the
registration class, the person
will not be able to register for
the function. In addition, if the
Default Price is set to
complimentary then anyone
registering will see the
question.
NOTE: All events must have an early
and regular cutoff date.
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SORT SEQUENCE
The Online Marketplace uses the Sort Sequence field in the function to help determine its placement on
the registration screen.
Any functions with a Sort Sequence under 1000 and a function prefix of REG_ (or designated alternate
function prefix) are considered ‘registration’ functions. These functions will display as radio buttons and
selection of one is required.
Functions with a Sort Sequence over 999 will be in conflict (displayed as radio buttons) in the following
scenarios:
The date/time conflicts and the ConfigEventTimeConflicts entry in the Store_Settings table is set to
True.
Two or more functions share a conflict code.
Functions on receipts and confirmations will print in order of the Sort Sequence set on each function.
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EVENT SECTION HEADERS
If the
CONFIGEVENTAUTOADDGROUPHEADER entry in the Store_Settings table is set to True (default) the
behavior is function grouping headers will be displayed as follows:
Additional Programs (before the first function that is 1000 or greater)
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Additional Information (before the first function that is 2000 or greater)
When the CONFIGEVENTAUTOADDGROUPHEADER in the Store_Settings table is set to False, you have the
ability to setup your own group headers within an event.
Create a function in the Event that will display your desired header text – the Type for this function must
be MEMO. The function code and title can be whatever you like. What you enter into the DESCRIPTION
field will be what is displayed in the section header on the website. These functions must be set to show
on the web.
Here is an example of a Memo function with a sequence number of 0. The description will be added
immediately below the ‘Registration: Registrant Name’ line:
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Event Question Manager
The ATS Online Marketplace can utilize questions setup in iMIS using the Survey Questions.
iMIS 15-20.2.1.235: Once in Define an Event, click More>>Web Setup Wizard. Questions are defined on
the Survey tab.
iMIS 20.2.26.3109 and higher: Questions are defined in the Staff Site.
Questions that are assigned to a function will be displayed directly below that function.
Questions that are not assigned to a function will display after all functions.
Functions set as an ‘Automatic Option’ will display the questions immediately
Functions that are not set as an ‘Automatic Option’ will not display questions until the function is
selected.
Any question setup will display.
EXAMPLE
Question assigned to a function called
GOLF asking the person’s handicap:
This displays in the Online Marketplace
like this:
Because the question is required it
displays with a different color.
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An optional question not linked to a function would look like this:
In iMIS:
Online Marketplace:
Function set without
‘Automatic Option’
selected does not
display the question(s)
until the function is
selected:
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Event Resource Web Display
NOTE: As of September 2013 the ConfigEventDetailResourceGroup and
ConfigEventDetailResourceType Store_Settings has been phased out. This functionality is being
expanded with the addition of the Store_Event_Function_Resources and
Store_Event_Meeting_Resources general lookup tables.
The ConfigEventDetailResourceGroup and ConfigEventDetailResourceType settings in the
STORE_SETTINGS table have been phased out and replaced with the following Store_Settings.
CONFIGEVENTDETAILDISPLAYMODE
EXAMPLE OF TABS ON EVENT DETAIL PAGE
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CONFIGEVENTFUNCTIONDISPLAYMODE
EXAMPLE OF EXPANDING PANELS FOR FUNCTION DETAIL
VALID ‘DESCRIPTION’ VALUES
The valid ‘Description’ values for these 2 settings are:
Value Behavior
Linear displays all resources in a linear display on the Event Detail page
Tabs displays each resource ‘Type’ in a tabbed format
PanelsExpandAll displays each resource in a collapsible panel and all are expanded by default with
this setting
PanelsExpandNone displays each resource in a collapsible panel and all are collapsed by default with
this setting
PanelsExpandFirst displays each resource in a collapsible panel and only the first is expanded by
default. The first setting is controlled by the resource’s Sort Order
Function resources popup in the format of the designated when clicking on the Function Title.
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SETUP EVENT RESOURCES
Under Events>>Set up tables>>Event
resources setup the different
resources. We recommend using the
STAFF Type.
The Item Sort Order will
determine what order each
resource is displayed.
Each resource you want to
display online will need to be
added to either the
Store_Event_Meeting_Resources
or
Store_Event_Function_Resources
general lookup table.
o Code = Title displayed for
resource section (panel,
tab, etc.)
o Description = Resource
Type|Resource Group
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You may also use a wildcard character of a percent sign. For example a description of
STAFF|WEB% would result in pulling groups named WEB1 and WEB2 from the STAFF type into the
same tab or panel.
In this example, on the REG_MAIN
function in our event we entered the
information in these resources. You
can enter these resources on any
function within your event
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The values were set for each resource.
This is how the
information displays
after clicking on the
function name.
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GENERIC RESOURCES
The ATS Online Marketplace also includes a number of KEYWORDS that have special meaning. For
example, if you want to display the event address in a tab, you can add a meeting resource and use the
special code of ADDRESS. By doing that, you can control the sort order and position of the address in
your display.
NOTE: You do not need to re-enter the information (i.e. Address) into the resource, the code will pull it
from the Event Address window.
The following keywords are reserved. This means if you make the CODE in meeting resources match
these words, the text for the page will be pulled from other sources than the Event Resources. These
items will display even if you have the corresponding configuration turned off in the Store_Settings table.
In other words, this supersedes those settings.
Meeting Resources CODE Meaning Label comes from
ADDRESS Event address LBLEVENTADDRESS
DIRECTIONS Event driving directions LBLEVENTDIRECTIONS
NOTES Event notes LBLEVENTNOTES
COORD Event coordinators LBLEVENTCOORDINATORS
DESC Event Description LBLEVENTDESCRIPTION
UF1 Event User field 1 Event Setup
UF2 Event User field 2 Event Setup
UF3 Event User field 3 Event Setup
UF4 Event User field 4 Event Setup
UF5 Event User field 5 Event Setup
UF6 Event User field 6 Event Setup
UF7 Event User field 7 Event Setup
UF8 Event User field 8 Event Setup
UF9 Event User field 9 Event Setup
UF10 Event User field 10 Event Setup
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EXAMPLE OF EVENT ADDRESS:
Event Resource Group and Item
created:
The first Type entry creates the
name of the resource group to
display
Each resource within that Type
displays if data exists for that
field. Blank resources do not
display
Resource added to
Store_Event_Meeting_Resources
general lookup table:
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Add the address to your event setup:
Address Tab display on event detail
page:
TIP: You could also include other
resources in the STAFF|ADDRESS group
that would display along with the
address. For example, Transportation
information, driving directions
(DIRECTIONS), etc.
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Displaying Speaker Information
Details about your speakers can be displayed along with your event information. There are five settings
in the Store_Settings table that control this functionality:
Setting What it does
ShowEvent Speakers shows event speakers on the detail page. Set to False if using
functionality above
ShowEventSpeakersBrief shows event speakers on the Search Results page
ShowEventSpeakersImage Show/Hide speaker images if ShowEventSpeakers is turned on
lblEventSpeakers Label to display
URLPersonImgageNotFound this URL will display a graphic when a photo does not exist on a
speaker’s record in Customers
Setting these options to True will
display speaker names and optionally
speaker photos. Any speaker within
your event will be displayed, regardless
of the function they are assigned to.
Name, company name, and optionally
picture will be displayed. You will need
to create an Event Resource to assign a
speaker to your event. This is done in
iMIS under Events>>Set up
tables>>Event Resources:
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Within your function you can then
assign an ID to this speaker resource:
To display pictures you need to have a
picture in the person’s record in
Customers:
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To display all speakers you can utilize
the Store_Event_Meeting_Resources
and Store_Event_Function_Resources
tables. Using % as a wildcard will
display all speakers for an event
and/or function:
Example of speakers displayed when
added to
Store_Event_Meeting_Resources table.
Example of speakers displayed for a
function when added to the
Store_Event_Function_Resources
table.
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Example of speaker information in the
Event Brief Listing
(ShowEventSpeakersBrief = True):
Sample of speaker information on the
Event Detail Page (ShowEventSpeakers
= True):
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Guest Functions
Setting a function up as a Guest
Function in iMIS will allow your
registrants to create guest badges
while registering. You will check the
Guest Function box and then set the
number of guests allowed for this
function in the ‘Max Registrations per
Registrant’ box.
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When a registrant selects a Guest
Function they are presented with a
window to create the guest badges:
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Click + to add each badge:
Badges are editable until the registrant
checks out. The badges are stored in the
Badges window in iMIS.
Guest Badges
You can control what fields are displayed and how they can be edited by using the
Store_Event_Guest_Badge_Fields general lookup table. Each entry in this table can be set to one of the
following options:
READONLY – displays existing value from iMIS but does not allow changes
EDIT – displays existing value and allows editing
REQUIRED – same as EDIT but the field must have a value
Fields Available:
AddressLine1 InformalName
AddressLine2 LastName
AddressLine3 MiddleName
City PostalCode
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Company Prefix
Country StateProvince
DelegateNumber Suffix
Designations Title
FirstName
The information collected creates an Order_Badge record and is visible on the Badges screen in the iMIS
desktop.
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Register Someone Else Functionality
The ATS Online Marketplace has the ability to let your customers register themselves as well as other
people at their company for your events. Here are the features and settings needed for this functionality.
ALLOWREGISTERSOMEONEELSE
When this entry in the STORE_SETTINGS General Lookup/Validation table is set to true then this
functionality is allowed for all events. If set to False, you can control this functionality within each event
under Web Options (iMIS 15.2 and higher) or from the Web Setup Wizard.
This feature of the Online Marketplace allows a person at a company to register other individuals
at their company (they have the same Company ID). If you need different functionality than this
you can create a view to select the desired list – see the General Lookup/Validation Table –
STORE_EVENT_REG_AUTHORIZATION.
Will not allow someone to edit an existing registration. (iMIS 20.0.X.X and lower only)
Will not allow someone to register someone that is already registered.
Will not allow someone to register a company record (can be over-ridden by using a custom view).
Additional settings:
o ShowRegisterSomeoneElseCompany – True shows the person’s company
o ShowRegisterSomeoneElseImage – True shows the person’s photo
o ShowRegisterSomeoneElseTitle – True shows the person’s title
o ShowRegisterSomeoneElseImage – True/False – if set to true a person’s image will display
in the ‘register someone else’ list. If this is set to true and a person does not have a picture
the URLPersonImageNotFound image will be displayed.
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WEB OPTIONS WINDOW (IMIS 15.2 & HIGHER):
WEB SETUP WIZARD (IMIS 15.1 & BELOW):
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REGISTRANT SELECTION LIST
When you click the ‘Register Someone Else’ button you are displayed a list of people you are eligible to
register. There is also a Filter box to search. Text entered in this box uses ‘contains’ when searching so
any characters are search throughout the fullname.
iMIS 20.0.X.X and below:
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iMIS 20.1.X.X and higher
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Edit Registration – iMIS 20.1.X.X and higher only
Starting with iMIS 20.1.X.X you now have the ability to let your registrants edit their registrations and
guest badges. The rules are:
You cannot remove any functions
You cannot create a credit balance situation
The Store_Settings that control this functionality are:
AllowRegistrationAdditions – True/False – if set to true registrants will be able to edit registrations.
See documentation for specific details.
ConfigEventEditRegUseOrderDate – True/False – controls whether the original order date will be
used when calculating prices on edited registrations.
lblEventEditRegistrationButton – Text that controls the label on the edit registration button.
Default: Edit Registration.
lblEventRegistrationEditCutoffMessage – Text displayed when someone tries to edit a registration
that is past the date to allow itinerary changes in the Staff Site.
lblEventRegistrationNotStartedMessage – Text displayed when someone tries to register for an event
prior to the registration start date set in the Staff Site.
Click Edit Registration:
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Already selected functions are highlighted and only available functions are able to be selected. You can
also edit guest badges.
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Other Information – Event Setup
When the Online Marketplace determines price ranges for events it finds the highest and lowest
priced function and displays that range. It only considers functions that are marked ‘Show this
function on the web?’
If the begin and end date for the event are the same only one date is displayed. If the begin and
end time is the same for all functions then the time is displayed, otherwise only the date is
displayed.
Member pricing is based on member type alone. Status is not considered when determining
pricing.
Allowing your registrants to pay by purchase order is allowed. Based on your iMIS version, the
following Store_Settings control this functionality:
o iMIS 15.2.1 and Lower – PaymentPurchaseOrder – set to true to enable purchase orders
o iMIS 15.2.5 and Higher – PaymentPurchaseOrderEvents – set to true to enable purchase
orders
Tracking ID number of the person that created a registration in Order_Meet.REGISTERED_BY_ID
(iMIS 20.1.X.X and higher only).
Track and Category fields are displayed with functions (iMIS 20.0.X.X and higher only).
Events with only one function will display an add to cart button on searchresults.aspx unless the
event is full. NOTE: On versions below 20.0.X.X the iMIS Business Objects do not support this and
will show an add to cart button even if the limit on the event is full. It is recommended to set
limits on the functions, which is supported.
If someone has a registration in their cart and does not check out but comes back later to finish
the registration and the event has reached its maximum, the registration will be removed from
the cart. NOTE: On versions below 20.0.X.X the iMIS Business Objects do not support this and will
not remove the registration from the cart even if the limit on the event is full. It is recommended to
set limits on the functions, which is supported.
Functions will print on receipts and confirmations based on the Sort Sequence set on each function.
Schedule of Events Listing
This is the listing that displays when the SHOWCALENDARSCHEDULEVIEW Store_Setting is set to True.
Other Store_Settings that affect this view:
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LBLVIEWEVENTCALENDAR –
Label on the Calendar button
as shown to the right
LBLVIEWEVENTSCHEDULE –
Label for the ‘Schedule of
Events’ as shown to the right
LBLVIEWEVENTLIST – Label on
the List button as shown to the
right
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Event Registrant Class Determination in iMIS 15
Registration classes determine the price
a person will pay for a function within
an event. In iMIS 15.0, 15.1 and 15.2.0,
you need to set the ‘Registrant Class
Determination’ option in the Web Setup
Wizard. In the Define an Event window
go to More>>Web Setup Wizard. Here
you will choose the method for
determining registration classes:
Map Type – this means that you
must have a registrant class
setup for each member type
Member/Non-Member – this
means you must have an ‘M’ and
‘NM’ registrant class setup with
pricing. The
member/nonmember is then
determined from the Customer
Type table in iMIS. If the ‘Is a
Member’ box is checked, the
person receives member pricing,
if not, they receive nonmember
pricing.
Stored Procedure – this allows
you to create custom rules for
determining a person’s
registrant class. See the
following section for more
information about creating pricing stored procedures.
In iMIS 15.2.5 and higher this information is consolidated under More>>Web Options:
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Event Stored Procedure Pricing for iMIS 10.x
iMIS 10 allows for either using a registrant’s member type to be passed through as the registrant class or
pass through member/nonmember (M/NM) as the registrant class based on the registrant being a
current member (or not). With the ATS online marketplace, a third option is available, stored procedure
pricing.
Stored procedure pricing provides a completely customizable method for calculating registrant classes.
For example, if a business rule stated that members that have 3 or more years of continuous
membership get a $100.00 off the normal member registration fee for the annual conference, then a
store procedure could be programmed to determine if a given registrant qualified and set the registrant
class to one that has the discount built into the registration fees.
Each event can have a unique stored procedure, in the case pricing is calculated a different way. Or, each
event can share the same stored procedure; letting you leverage the programming effort across all
events. Any event that isn’t set up to use stored procedure pricing will use the standard iMIS calculation
based on the event module setting; i.e. pass through member type or member/nonmember.
TO UTILIZE STORED PROCEDURE PRICING
There are two requirements:
1. Create and add the stored procedure to SQL server
2. Map the event code to the name of the stored procedure.
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CREATE AND ADD THE STORED PROCEDURE
The stored procedure must accept, as parameters, the event code and the contact ID. It must also have a
single return value that is the registrant class code. Below is a simple stored procedure that determines
M or NM as the registrant class. This example can be used as a baseline for building a custom stored
procedure; note that it is beyond the scope of this document to explain the process of creating and
modifying stored procedures.
CREATE PROCEDURE [dbo].[sp_EVENTPRICING]
@ID varchar(30),
@EVENTCODE VARCHAR(100)
AS
BEGIN
DECLARE @REGCLASS VARCHAR(100)
SET @REGCLASS = 'NM' -- Assume NM unless we find out ID is for a member
DECLARE @CURRENT VARCHAR(30)
SET @CURRENT = (SELECT ID FROM Name WHERE MEMBER_RECORD = 'true' AND STATUS = 'A' AND ID = @ID)
IF @CURRENT = @ID
SET @REGCLASS = 'M'
SELECT @REGCLASS
END
MAP THE STORED PROCEDURE
Once the stored procedure has been added to the sql server, it needs to be mapped to the event code
for the event that will use it. This mapping is done with the use of an iMIS general lookup table named
“EVENT_REG_SP”. If the table doesn’t exist, add it to the general lookup tables in iMIS. Then for each
event that will use stored procedure pricing, add a new entry to the general lookup table. Set the Code
field to the event code. For example, if “CONF-2011” is the event code for the 2011 annual conference,
then use “CONF-2011” as the Code. In the description field, put the name of the stored procedure. For
example, if we use the above stored procedure, then “sp_EVENTPRICING” would be entered.
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Once the general lookup table has been set up, the online marketplace will begin using it for registrant
class calculations for those events mapped.
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Add to Calendar Functionality
The Online Marketplace has the ability to allow registrants to add events and functions to their email
calendar. After a person registers for an event they will be able to add the event, the individual functions
they registered for or both the event and functions to their email calendar from the ‘View Previous
Orders’ page.
EXAMPLE
After registration, the customer can
navigate to their ‘View Previous Orders’
page and see the event(s) they have
registered for. They will see a ‘Calendar’
button to use this functionality.
After clicking the Calendar button they
will see the options for adding items to
their calendar:
NOTE: The Add to Calendar feature creates a multi-event ICS file that is opened by the users email
client. The user experience can vary for different email clients.
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Confirmation Letter System
The Online Marketplace has a
confirmation letter system built into the
administrative portal that allows you to
create custom confirmation letters on a
meeting-by-meeting basis, by event
type or one generic confirmation for all
events. In addition to automatically
sending these confirmations to
registrants through the Online
Marketplace there is also functionality
to email these to registrants who
mail/fax in their registrations.
In the Web Options for an event a staff
ID number can be set. If this field has
an ID number in it, this ID will receive
copies of all confirmation letters via
email.
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The Confirmation Letter System is
turned on by a setting in the
Store_Settings table called
EventSendConfirmationLetters:
To access the Administrative Portal go to your store /store/admin/storeadmin.aspx (i.e.
http://www.atsol.org/store/admin/storeadmin.aspx).If you are not already logged in you will be taken to a
login page. Once logged
in, any user with the
ATSStoreAdmin Access
Keyword will be directed
into the administrative
portal.
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CONFIRMATION
LETTER MANAGEMENT
Click on Events then
Expand Confirmation
Letters. Click on
Confirmation Letter
Management:
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CHANGE GLOBAL SETTINGS
Allows you to turn the Confirmation Letter System on and off. This is the same as changing the
EventSendConfirmationLetters setting in the Store_Settings General Lookup table.
SET HOW TEMPLATES ARE APPLIED TO EVENTS
Allows you to set separate confirmation letters for each of your events. Items in red indicate that there
has been no letter setup for that event.
EDIT TEMPLATES
Allows you to create and edit letters to assign at a global, event type or event specific level.
ASSIGN MEETING SPECIFIC TEMPLATES
Allows you to assign and edit confirmation letters. The Event list is a listing of all of your events in iMIS
that are set to ‘Allow Online Registration’, the End Date is in the future and have a Status of Active.
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SET HOW TEMPLATES ARE APPLIED TO EVENTS
This screen allows you to
set a system wide
confirmation or a
confirmation based on the
Event Type in iMIS. After
creating your templates,
select an available one
from the drop-down.
TEMPLATE EDITOR
Click the ‘Create/Edit Template
Confirmation Letters’ button’
This will bring you to the list of existing
templates and also a button to create a
new template. Click Edit to make
changes to an existing template or click
‘Create a New Template Letter.’
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This will direct you to the WYSIWYG
editor:
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You can enter and format text as well
as insert fields from iMIS:
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You can select the fields from iMIS from
the ‘Insert iMIS Field...’ button. The full
list of fields can also be viewed from
the top of the editor by expanding the
legend:
EXPLANATION OF EVENT TIME FIELDS
Field Explanation
EVENT_BEGIN_DATE event begin date entered into iMIS
EVENT_END_DATE event end date entered into iMIS
FIRST_BEGIN_DATE the date of the chronological first function that is set to show on the web and
has a date/time
FIRST_BEGIN_TIME the time of the chronological first function that is set to show on web and has a
date/time
LAST_END_DATE the date of the chronological last function that is set to show on the web and has
a date/time
LAST_END_TIME the time of the chronological last function that is set to show on web and has a
date/time
If there are no functions that have a time then it would be considered to start at midnight.
You can view your template in Design,
HTML and Preview view. When you save
your template it will be available to
assign to any event:
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Click ‘Go Back to Confirmation Letter
Home Page’ to assign the template to
an event. Click the Set button to select a
template confirmation letter to be sent.
You can also create an Event Specific
Letter but it will not be available to use
as a template for other events.
Confirmation letter templates are
stored in iMIS under your Coupon
Manager record. They are stored as
CONFLETTER activity. The HTML is
stored as an attachment to the activity.
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CONFIRMATION LETTER DELIVERY
Click the ‘Confirmation Letter Delivery’ button to access the area where you can generate email
confirmations for those registrations that do not come in through the Online Marketplace (i.e. mail or
phone-in registrations).
You can click Preview to see the template confirmation. When you click ‘Review/Send’ you will be
displayed a list of people that have registered but have not received a confirmation. The
Orders.CONFIRMATION_DATE_TIME is used for determining if a person should be selected; if this field is
NULL for the registration they will be selected. If a confirmation has been generated from iMIS, a person
would not be selected.
The Reprint button will allow you to resend all confirmations to any registrant with an email address.
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SETUP IN DUES
This section will explain the setup options for dues/subscriptions. You must define each
dues/subscription process in the ATS_Dues user-defined table on the record set as the
ConfigDuesManagerID in the Store_Settings general lookup table.
Setup a row for every end member type scenario. This means that for every process (join, renew,
subscription) you will have an entry in the ATS_Dues table for the end result of the process (End Member
Type field). If a nonmember can join as different types of members you will need an entry for each type
of member the nonmember can join as. A description of each field is in the ‘ATS_Dues Tab’ section of this
document.
The Billing_Cycle field refers to a billing cycle setup in iMIS under Billing>>Set up module>>Billing Cycles.
Dues products sort by Payment Priority.
NOTE: you will need to select all of your products in the product column as the ‘Other Billing
Instructions’ checkboxes are not recognized.
The values available for the Type field are JOIN, RENEW or SUB.
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Join
EXAMPLE OF A NONMEMBER JOINING THE ORGANIZATION
NOTE: All END_STATUS must be set to A.
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The Online Marketplace uses a wizard-type approach for dues with each product type (DUES, CHAPT, SEC,
SUB, MISC, VOL) are their own screen in the join/renew. Here is an example of a JOIN with chapter
selection.
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Renewal
For RENEW cycles the records in iMIS must first be billed before a person would be eligible to renew.
Without a balance due they would receive the NOT_ELIGIBLE_TEXT message for that RENEW entry.
EXAMPLE OF RENEW ENTRY
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Chapters
If you use ‘Chapter’ products but don’t call them chapter, the prompt setup in iMIS under
Customers>>Set up module>>General>>Chapter Prompt will now display when an error is displayed
upon chapter selection.
Display in the Online Marketplace:
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NOTE: If the option CHAPTERPRODUCT_ALLOW_CHANGE is set
to false and CHAPTER_ALWAYS_SHOW is set to false then
the chapter selection page will not be shown and existing
chapter Subscription records will automatically be
added to the cart but only if the product codes are
selected in the billing cycle.
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Company Dues/Pay Someone Else’ Dues
Some organizations have company memberships. This scenario is accommodated with the ‘Is Company’
and ‘Company Authorization’ fields. When you check the ‘Is_Company’ box it means that this JOIN or
RENEW is only for Company records in iMIS. Company records are identified in iMIS when you check the
‘Is a Company’ box on the Customer Type table for that customer type under Customers>>Set up
module>>Customer Types.
When the Is_Company
box is check on a dues
process you also need to
enter the name of a SQL
view that will identify who
in iMIS is eligible to
complete this process on
behalf of the company.
This view will contain two
fields: ID and CO_ID
where the ID is the record
that can act on behalf of the company.
This functionality can also be used to allow someone to pay someone else’s dues. Check the ‘Is Company’
box and enter the name of the view that identifies the ID’s that one ID can pay.
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EXAMPLE
An example view that allows anyone with the same company name to pay dues for anyone at the
company looks like this (the ID is the payer and the CO_ID is the payee):
USE [OnlineMarketplace]
GO
/****** Object: View [dbo].[vwATSPayDuesSomeoneElse] Script Date: 02/21/2014 14:06:00 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE VIEW [dbo].[vwATSPayDuesSomeoneElse]
AS
select n2.id as ID, n1.id as CO_ID
from name n1, name n2
where n1.company = n2.company
and n1.company <> ''
and n2.status = 'A'
and n1.status = 'A'
GO
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In addition, there is a Store_Setting –
lblDuesProcessSomeoneElseButton
that lets you customize the text on the
button when renewing multiple
people.
Also, you must enter a value in the
URLDuesApplication entry in the
Store_Settings table. If you’re not
using a separate join/renew
application use ~/dues.aspx for this
setting.
After clicking, the person is taken back to the list of names to select the dues payment:
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Subscriptions
Subscription cycles can also be setup for customers to add or renew subscription products. The
Store_Setting ConfigSyncSubDatesWithPrimaryDues controls how subscription paid through are handled.
If set to true, subscriptions added to the cart will synchronize with the primary dues item’s dates. If set to
false, the subscription dates will be calculated according to the billing cycle.
SUBSCRIPTION EXAMPLE
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Non-eligible
You will also need to create a default JOIN entry for people that are ineligible to join.
NON-ELIGIBLE EXAMPLE:
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Settings
The ‘First Month of Fiscal Year’ in the AR/Cash module must be set to something other than zero. This is
in iMIS under AR/Cash>>Set up module.
The STORE_UNBILLED_DUES General Lookup/Validation table contains settings for identifying what to do
with dues/subscription items that are not billed as part of the join/renew in the Online Marketplace.
Please refer to the section ‘Table: Store_Unbilled_Dues’ for detailed setup information.
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ADVANCED CRITERIA
Dues Rollup – this General Lookup/Validation table allows you to combine multiple dues products to
display them as one item on the Dues Summary page, in the shopping Cart and on the receipt. See the
section Table: Dues_Rollup for an explanation of how to setup.
Store_Dues_Kits – this General Lookup/Validation table allows you to combine multiple dues products
together that will display as one line item during the join/renew process. VOL items are excluded from
this. Only available for join/renew (dues.aspx not subscription.aspx). See the section Table:
Store_Dues_Kits for an explanation of how to setup.
Criteria – The Criteria field allows you to add additional custom dues criteria to an entry in the ATS_DUES
table beyond Member Type, Billing Category and Status. You will add the name of a SQL view to the
Criteria field that contains the ID’s of the people allowed to use that line item. An example of how this
could be used would be to limit access to a product by a person’s country. This is limited to JOIN/RENEW
only (no SUB).
Example:
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE view [dbo].[vDuesCriteria_Country] as
select ID from Name where COUNTRY<>''
GO
You then add the name of the view to the Criteria field in the desired entry in ATS_DUES. This will
eliminate any of the ID’s not selected in the view from being able to join/renew on that entry.
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Profile – The Profile field will contain the name of a view that will prevent people from continuing
through the dues process. The view needs to have two columns: ID and NOTE. The ID is the iMIS ID
number of the person paying dues and the NOTE is a message that will be displayed on the screen. If the
person is not in the view then they will be able to continue through the dues process. If they are in the
view they will be stopped and the message will be displayed. Here is an example view that would stop
people from joining/renewing if they don’t have an email address on file.
Example:
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE view [dbo].[vDuesProfileCheck] as
select id as [ID], 'You must have an email address on file to join or renew. <a href="http://www.atsol.org">Click
here</a> to edit your profile and add an email address. <br /><br />(This is an example for demonstration purposes
only and the link should go to your profile editing tool.)' as Note from name where name.email = ''
GO
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The screen will display when the system identifies the specific line in the ATS_DUES table the person is
selecting. For example, you may have a restriction on people who join as a student that you don’t have on
people who join as a professional member. Therefore, the check will not happen until after the person
selects the member type that they want to join as.
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Cart Behavior
If a person adds dues to their cart but does not check out on the same day the following rules apply:
If dues in the cart are over 30 days old they are removed.
If using Start Date Control, the Marketplace compares the iMIS setting to the current date vs. the
day dues were added to the cart. If that is less than the iMIS setting the dues are removed from
the cart.
Dues Product Sorting
When offering multiple customer types during a join or renew you can control the order in which
the customer types are displayed using the Store_Member_Type_Sort_Order general lookup table.
When offering choices for category during a join or renew you can control the order in which the
categories are displayed using the Store_Dues_Category_Sort_Order general lookup table.
Dues items will be printed on receipts based on the Payment Priority. This can be set on each
product.
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DONATIONS
There are two different options for donations in the Online Marketplace. The donation page is
donation.aspx.
1. Allow Voluntary (VOL) Dues Items
2. Allow Fund Raising Items
Fund Raising options require purchasing the Donations Module for the Online Marketplace from ATS and
that you own the iMIS Fund Raising and eDonation modules.
There are a few Store_Settings that control donations:
ConfigDonationsBannerURL – This is the URL to a custom html banner on the donation.aspx page.
lblDonations – label that displays on the donation.aspx page.
ReceiptAlwaysEmailDonations – True/False setting. True will email the person a receipt after each
donation. False will not email a receipt but direct them to the myorders.aspx page to self-manage
their receipts.
ShowDonationsAtCheckout – None, Always or Once are the options for this setting that controls
how many times during a session a person is directed to the donation.aspx page before going to
the checkout page.
ShowFRAppealsAtCheckout – True/False setting. True shows any Distribution Codes assigned to
the appeals entered in the Store_Fundraising_Appeals general lookup table. False shows no Fund
Raising Distributions.
ShowFRVOLDuesAtCheckout - True/False setting. True shows any VOL Billing products set to
‘Accept Payments on the Web’ on the donation.aspx page. False displays no VOL Billing products.
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VOL Dues Product Setup
In iMIS go to Billing>>Set up module>>Products.
1. Create product(s) with a Product Type of VOL.
2. Set the Member/Nonmember price to the suggested donation price (optional).
3. Check the ‘Accept Payments on the Web’ box.
4. Pay Priority controls the sort of these products on the donation.aspx page.
5. Optional – Setup the Store_Donation_VOLProductCodes general lookup table to limit VOL
products displayed. See the section Table: Store_Donation_VOLProductCodes for more
information about setup.
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Fund Raising Product Setup
In iMIS go to Fundraising>>Set up tables>>Distributions and premiums
1. Create a new distribution.
2. Set the Appeal to one of your Appeals in the Store_Fundraising_Appeals General Lookup table (see
Table: Store_Fundraising_Appeals, Table: Store_Fundraising_Mappings and Table:
Store_Fundraising_Options for more information about setup).
3. The Gift Amount will be the suggested amount.
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Donation Page
Donation.aspx
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ONLINE MARKETPLACE BEHAVIOR
This section describes how the Marketplace reacts to specific activities.
Responsive Design
ATS has implemented additional stylesheet components to support responsive design. Many tables have
been changed to div tags. The site will still function the way it has in the past. If you have customized your
styles in the override.css file then some of those styles may need to be modified as some of the elements
have changed their class name to accommodate the responsive design. Please plan to review your site
when it gets upgraded. There are still some interior components that are using tables and they will be
changed to div’s in future releases.
Use Parent Company Pricing
When ‘Use Parent Company Pricing’ is enabled in iMIS under Customers>>Set up
module>>General>>Advanced the following rules apply:
1. Works only with Orders and Events (no Dues/Donations).
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2. The individual will always see pricing based on the company member type, even if the company is
a nonmember and the individual is a member.
3. Stored procedure pricing will always override member/nonmember pricing for products and
events whether this is enabled or not.
4. If a company is a nonmember and the company has dues in the cart, individuals linked to the
company also qualify for member pricing.
Staff Email Notifications
The Online Marketplace can generate emails to staff based on activity in the Online Marketplace. ATS
staff can assist you with these settings.
Events - set the ‘Event Contact’ under More>>Web options to the ID of the staff person you want
to receive copies of all registrations.
All Online Marketplace Transactions – there is an entry in the appSettings.config file where the
Online Marketplace is installed. Edit this entry to add the email address(es) you want to receive
email copies of all receipts generated from the Online Marketplace:
o <add key="EmailBCCAddresses" value="[email protected]"/>
Other web service errors (including PayPal errors when a transaction fails or is voided) update this
setting in the appSettings.config file where your Online Marketplace is installed to receive detailed
emails about the issue:
o <add key="ErrorsToEmail" value="[email protected]"/>
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Your Price
Your Price functionality allows you to choose how pricing is displayed. Your Price shows the price of the
person logged in. If no one is logged in then Your Price is the price of the anonymous user. People have
the ability to turn Member Price, Non Member Price, and Your Price on/off. This can be used in situations
where the client only has one price in the database. In addition, there is also a parameter called
ShowOnlyYourPriceWhenLoggedIn. When set to true, it will only show the Your Price value if the person is
logged in and automatically hide the nonmember and member price. This will show the Your Price even if
Your Price is turned off in the other settings.
These entries in the STORE_SETTINGS table control all of the pricing display options:
Entry Purpose
LblYourPrice this is the label that displays on the screen when you enable Your
Price
ShowProductsMemberPrice true/false – if true shows the member price in the product detail,
product detail brief, highlights, recently viewed, and specials
ShowProductsNonmemberPrice true/false – if true shows the nonmember price in the product
detail, product detail brief, highlights, recently viewed, and
specials
ShowProductsYourPrice true/false – if true shows Your Price in the product detail, product
detail brief, highlights, recently viewed, and specials
ShowEventsMemberPrice true/false – if true shows the member price in the event detail
brief, highlights, recently viewed, and specials
ShowEventsNonmemberPrice true/false – if true shows the nonmember price in the event detail
brief, highlights, recently viewed, and specials
ShowEventsYourPrice true/false – if true shows Your Price in the event detail brief,
highlights, recently viewed, and specials
ShowOnlyYourPriceWhenLoggedIn true/false – if true, and the person is logged in, it will hide the
member and nonmember price and only show the Your Price
value
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EXAMPLES
This example shows the Online
Marketplace home page before a
person has logged in:
This example shows the Online
Marketplace home page after a person
has logged in:
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SEARCHING IN THE ONLINE MARKETPLACE
There are several different ways to perform searches in the Online Marketplace:
Using the Search box Using the Tag Cloud Using Auto Search
Searching Products in the Marketplace
This is a list of fields in iMIS that are searched when a customer performs a search on the site:
DESCRIPTION
WEB DESCRIPTION
CATALOG
DESCRIPTION
OTHER DESCRIPTION
TITLE
PRODUCT CODE
AUTHOR
PUBLISHER
ISBN
FORMAT
Searching Events in the Marketplace
This is a list of fields in iMIS that are searched when a customer searches for an event. It will search for all
words (in any order) in:
TITLE
DESCRIPTION
NOTES
ADDRESS
EVENT CODE
In addition, it will search for all words in the following for each function. If one function in the meeting is
set to Show on Web and contains the search words, then the meeting will be returned in the search
results.
DESCRIPTION TITLE SPEAKER NAMES
Search Results Display Control
The Store_Setting IntSearchRecordsPerPage is where you will enter a number that controls how many
results are returned per page on a search. If the results are greater than that number the customer will
be displayed with current page, previous page and page number indicators to browse the results.
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Tag Cloud
Tag Cloud functionality allows you to show most popular words in a
cloud with weighting for more frequently used words. The Tag
Cloud will create a list of words from iMIS Products and Events. It
searches all searched fields including authors and presenters.
Words that appear more frequently will be displayed with a larger
font.
In the Administrative Portal you can create the custom table and
stored procedure to build the cloud. To access the Administrative
Portal go to your store /store/admin (i.e.
http://www.atsol.org/store/admin). If you are not already logged in you will be taken to a login page.
Once logged in, any user with the ATSStoreAdmin Access Keyword will be directed into the administrative
portal.
Click On the Setup link and click Verify:
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Click Create to build the table and stored procedure.
You will also need to create the Store_Search_Keyword_Exclude General Lookup table to exclude words
you do not want included in your Tag Cloud. This can also be created from this same screen. In the
‘Optional General Lookup Tables’ section click the Edit button next to the Store_Search_Keyword_Exclude
entry and you will be taken to a screen to manually create entries in the table. You can also create this in
iMIS under Customers>>Set up tables>>General Lookup/Validation.
In addition, click the ‘Add Top 150 English Words’ button to add the most common words in the English
language. This list is compiled from http://www.world-english.org/english500.htm.
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ADMINISTRATIVE PORTAL TABLE UPDATES
Create entries in
STORE_SEARCH_KEYWORD_EXCLUDE
General Lookup Table. Click Add New
Record:
Enter the word to be excluded in the
Code box and leave the Description
blank. Click Insert to complete the
action.
There are also several entries in the Store_Settings General Lookup table that help manage the Tag
Cloud:
SHOWTAGCLOUD when set to true will show the tag cloud (Boolean: Default true)
LBLTAGCLOUD label that will show at the top of Tag Cloud (String: Default Keywords)
INTMAXTAGCLOUDITEMS maximum number of cloud keywords to display (Number: Default 30)
CUSTOM FUNCTIONS
There are two custom functions required for this functionality to work: ATS_GETCHARACTERS and
ATS_STRIPHTML. These are typically created by ATS or your iMIS reseller on new installation but you can
also create these from the Administrative Portal under Setup>>Verify.
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Auto-Searching
You can also turn on the ‘Auto-Search’ functionality in your Online Marketplace. This will use the Search
button and as customers type letters into it a drop-down will display of the possible items they could be
searching for. This functionality uses the same settings, tables, stored procedures and functions as the
Tag Cloud above with the addition of the Store_Setting entry below which turns on this functionality.
You must create the ATS_CONTENT_KEYWORDS custom table as explained in the previous section - Tag
Cloud.
Store_Setting – SHOWAUTOTEXTBOXSEARCH – Set this to true to enable your Search box to display a
drop-down of possible searches as customers type letters into the Search box.
NOTE: The Auto-Search drop-down will not display until 3 letters are typed into the search box.
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HOW IMAGES WORK
The default image for a product’s detail is the main image. If it doesn’t exist then we look for a thumbnail
image and use that. If it doesn’t exist the default image (URLProductImageNotFound) entered into
Store_Settings is used.
For Best Sellers, Featured Items, Newest Items, Search Results, etc., the default is the thumbnail image if
it exists. If it does not then we look for the full image. If that doesn’t exist then the default image
(URLProductImageNotFound) entered into the Store_Settings is used.
IMMEDIATE ADD TO CART
Immediate Add to Cart functionality allows you to distribute a URL that will automatically add an item or
items to a person’s cart. This functionality exists for Orders and Events only. By appending
addtocart.aspx?id=PRODUCT_CODE the product will be dropped into the cart when the person clicks on
the link you provide.
Product (Orders) Examples:
www.yourstore.org/store/addtocart.aspx?id=BOOK1 will add Book 1 to the cart.
www.yourstore.org/store/addtocart.aspx?id=BOOK1,BOOK2 will add Book 1 and Book 2 to the cart.
If you add a product to the cart and the person already has that item in the cart the quantity will
be increased by 1 unless it exceeds the available inventory.
Registration (Events) Examples:
www.yourstore.org/store/addtocart.aspx?id=WEBINAR1/REG_MAIN will add the REG_MAIN function for
the Webinar 1 event to the cart.
www.yourstore.org/store/addtocart.aspx?id=WEBINAR1/REG_MAIN,WEBINAR2/REG_MAIN will add the
REG_MAIN function for the Webinar 1 and Webinar 2 events to the cart.
If you add a registration to the cart and the person already has that event in their cart, the original
functions for the event will be removed and the one you reference in your URL will be added.
Any functions you have setup as required will be ignored using this functionality.
Billing Item Examples:
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www.yourstore.org/store/addtocart.aspx?id=CHAPT/DALLAS will add the Dallas Chapter to the cart.
www.yourstore.org/store/addtocart.aspx?id=FINC will add the Billing product FINC (SEC) to the cart.
Billing item types included: CHAPT, MISC, SEC, SUB, VOL
Rows must be included in the ATS_DUES user-defined table for each individual product you will
use. See the section Setup in Dues for more information. This is not designed to work for a join
or renewal as this process does not update Member Type or Paid Through Date. It only adds a
new item to the person’s subscription collection (i.e. add a chapter or section, make a donation,
subscribe to journal).
Include a Coupon:
You can also include a coupon code with addtocart.aspx.
www.yourstore.org/store/addtocart.aspx?id=BOOK1,10OFF will add Book 1 and the 10OFF coupon to the
cart.
www.yourstore.org/store/addtocart.aspx?id=WEBINAR1/REG_MAIN,WEB15 will add the REG_MAIN
function for WEBINAR1 and the WEB15 coupon to the cart.
www.yourstore.org/store/addtocart.aspx?id=CHAPT/DALLAS,FREECHAPT will add the Dallas chapter and
a coupon for a free chapter to the cart.
If an item should not be in the cart because the person is not eligible to buy it, the event is over, or some
other reason, the standard Online Marketplace functionality will remove the item from the cart and
display the standard ‘this item has been removed from your cart for the following reason...’ message.
If a person adds an item to the cart and does not check out but comes back later and something on their
record changes what they should be charged for an item(s), the item(s) in their cart will be re-priced.
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SOURCE CODES
The Online Marketplace allows you to setup Source
Codes for tracking transactions. All of your source
codes must exist in the iMIS SOURCE_CODE General
Lookup/Validation table.
Once defined in the SOURCE_CODE table, there are two STORE_SETTINGS to control behavior:
ConfigPaymentSourceCode – This is the name of the source code that will be set as the default
source code on all transactions in the Online Marketplace. The default is set to WEB.
ConfigPaymentSourceCodeParameter – This is the name of the parameter to be used in the URL
to set a different source code for transactions. Default is PROMO.
You could send out an emailing that includes a link to a specific product in your Online Marketplace and
include in the URL the source code to assign to the transactions from that link.
http://store.mystore.org/default.aspx?PROMO=SPRING2013 – This link would direct a person to the
Online Marketplace home page and assign the source code on any transactions as SPRING2013.
http://store.mystore.org/registration.aspx?eventcode=ANNUAL&PROMO=SPRING2013 – This link would
direct a person to the page for the Annual Meeting and assign a source code of SPRING2013 to any
transactions that result.
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GOOGLE ANALYTICS ECOMMERCE TAGS
The Online Marketplace can support tracking via Google Analytics. There are 2 Store_Settings that need
to be configured to turn this feature on:
ConfigGoogleAnalyticsEnhancedEcommerce – True/False setting to turn on Google Analytics
advanced tracking. True turns the feature on.
ConfigGoogleAnalyticsTrackingID – Enter the Google Analytics Tracking ID for your website.
The following tags are being tracked:
IMPRESSIONS
Featured Items
Best Sellers
Newest Items
Product Recommendations (people who bought this bought that)
Upsell
Cross-sell
Search Results
Calendar Views
PRODUCT DETAIL
Products
Events
Subscriptions
ADD TO CART
Products
Events
Subscriptions
Dues
Donations
OTHER
Remove From Cart
View Cart
Checkout
Payment
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Purchase
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TESTING YOUR MARKETPLACE SETUP
A very important part of implementing your online marketplace is testing its functionality. Here are some
suggested tests.
Process a transaction using each type of credit card you accept.
Enter a meeting registration
Enter a product order
o Enter an order for a kit item
Enter a dues payment
Enter donations with and without tributes
Enter combination transactions:
o Registration, Order, Dues Payment, Donation
o Registration, Order
o Registration, Dues Payment
o Registration, Donation
o Test each combination of offerings from your marketplace
Test a transaction with a coupon payment
Be sure to finalize the transactions in iMIS by posting batches and invoicing orders to ensure the
transactions complete the way you expect them to.
When testing and making setting changes you may need to recycle the application pools to see the
changes immediately.
THINGS TO KNOW ABOUT IMIS WEB TRANSACTIONS
Product orders are created as Pro-Forma (quotes)
o You must convert them from quotes to orders (Orders>>Process Orders>>Convert Quotes)
o Until the batch is posted, the Trans records are not created.
For dues payments, you must post your batch before you see the payment transactions and paid
thru date advancement.
For event registrations, you must post your batch before you see the registration transactions
created.
If events have negative-fee functions it is allowable to let someone checkout but it will not credit
the credit card, rather it will create a credit on the account for future refund.
Coupons will never create a cart with a credit balance. If the full amount of a coupon cannot be
used the amount of the coupon is reduced.
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CREDIT CARD PROCESSING
Standard Processing
The processing of credit cards in the Online Marketplace uses the following steps. The reason for the
three step process is to minimize the amount of charges on a client’s credit card when processing errors
occur.
1) Authorization – This authorization at PayPal authorizes that the credit card has enough money on
it. If someone wants to make a $100 purchase then the Online Marketplace makes a call to PayPal
to determine if there are enough funds. If there are, we move to step 2. If not, then PayPal returns
an error code (e.g., declined) and that is presented to the web user with the information. Inside of
PayPal you will see a corresponding Authorization with a status of Declined. If for some reason the
system is not able to connect to PayPal the end user will receive an error on the screen and an
email will be sent to the ‘errrorsto’ email setup in the configuration with the details about the
error.
2) Process the payment and transaction in iMIS. In this step, the Online Marketplace takes the
authorization code returned from iMIS and creates a transaction in iMIS. That could be a product
order, event registration, dues payment, or donation. The system will attempt to contact the iMIS
database which will return a success or failure status. A failure status can occur when the server
cannot contact your iMIS server, when there is a problem with the transaction (e.g., someone just
deleted a product), or if there is a problem with the purchasers record (a corrupt iMIS record).
These are some of the items that can return a bad status code. If a bad status code is returned
from iMIS an error is displayed to the person on the screen and the credit card authorization is
VOIDED. In this case where there is an error PayPal will result in Authorization and a Void. In
unusual situations the error is fatal enough that the void cannot be sent to PayPal. Upon
successful completion though the process moves on to the third step.
3) Delayed Capture. In the case of a successful step 2, a Delayed Capture request is sent to PayPal. In
this situation the funds are actually charged to the card and the transaction is complete. It is rare
but can happen that the delayed capture cannot be processed. In this situation an error is
displayed to the person and an email is sent to the staff member(s) identified in the ‘errorsto’
email setup in the configuration with details about the error.
Other Factors
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Other factors that affect this processing include server performance and connectivity issues. If for
example the server cannot connect to the payment gateway then variations to this process can occur.
Additionally if the IIS server has an issue (e.g., the application pool recycles in the middle of this process)
then other items can be seen as issues.
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Troubleshooting
To troubleshoot this process you should always look at your payment processor and you should see a
pair of transactions.
An Authorization and a Delayed Capture
An Authorization and a Void
If you do not see a pair of entries in your processing then check the emails sent to the ‘errorsto’ address
and check your server logs to see what may have occurred in the seconds immediately after the
authorization occurred.
VOID NOTIFICATION
You can add email addresses to the ‘errorsto’ setting in the appSettings.config file that will generate an
email with the details of a voided transaction. NOTE: These email addresses will also receive other
Online Marketplace error emails, not just transaction voids.
Flowchart of Credit Card Process
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Start
Perform Authorization at
Payment Processor
Was Authorization Successful?
Display Error to web user and email staff
Stop
No
Process Transaction in iMS
Yes
Was Transaction Successful?
Process Void at Payment Processor
Display Error to web user and email staff
No
Perform Delayed Capture at Payment
Processor
Yes
Was Delayed Capture
Successful
Display Error to web user and email staff
No
Yes
ATS Standard Credit Card Processing Methodology
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IMIS USER SECURITY LEVELS
In order to perform the maintenance for the Online Marketplace, users will need minimum security levels
set on their logins in iMIS. Security levels are maintained by the MANAGER login in iMIS.
iMIS 15
Customers>> Find user record>>Click User Credentials button and expand the Staff Access section:
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iMIS 10
File>>System Setup>>User Passwords
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Modules
CUSTOMERS
Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users
access to the Set Up Module and Utilities menus.
EVENTS
Users will need a level 5 to access the Set Up Tables menu and level 8 to setup Events and Set Up Module
menu.
AR/CASH
Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users
access to the Set Up Module menu.
ORDERS
Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users
access to the Set Up Module menu.
BILLING
Users will need a level 5 to see the Set Up Module menu.
FUND RAISING
Users will need a level 5 access level in order to see the Set Up Tables and Set Up Module menus.
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USER-DEFINED TABLES
User-defined tables are typically installed when the Online Marketplace is installed or updated. This
section is for reference only.
User-defined table names
ATS_Checkout_Windows
ATS_Dues
ATS_Shopping_Cart
Coupons
Product_ReviewComment
Product_Reviews
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User Defined Table: ATS_Checkout_Windows
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User Defined Table: ATS_Dues
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User Defined Table: ATS_Shopping_Cart
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User Defined Table: Coupons
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User Defined Table: Product_ReviewComment
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User Defined Table: Product_Reviews
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USER-DEFINED WINDOWS (TABS)
User-defined windows are typically installed when the Online Marketplace is installed or updated. This
section is for reference only.
WINDOW NAMES
Name-ATS_Checkout_Windows
Name-ATS_Dues
Name-ATS_Shopping_Cart
Name-Coupons
Name-Product_ReviewComment
Name-Product_Reviews
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SQL SERVER SETUP
This setup is typically performed by ATS when installed the Online Marketplace. The following sections
are for reference only.
Two stored procedures are created, as well as two jobs that will call those stored procedures on a daily
basis. The two stored procedures that need to be created are “ATS_BUILD_PRODUCT_BEST_SELLERS” and
“ATS_BUILD_PRODUCT_RECOMMENDATIONS.” These procedures do exactly as their names imply.
Creating the First Stored Procedure
1. Open SQL Server Management Studio and log in with an account that has administrative rights
2. Find the database being used by iMIS in the “Object Explorer” and expand it
3. A list of folders will appear below the database, click on and expand the one that says
“Programmability.”
4. Again, another list of folders will appear, this time underneath the “Programmability” folder. Find
and right-click the folder called “Stored Procedures.”
5. In the fly out menu select the “New Stored Procedure” option. At this point a new window pane
will open up with some auto-generated text for creating a new store procedure.
6. Select the entire block of text and replace it with the code below.
7. Go to the top of the newly pasted code and find the line that says “USE [ATS].”
8. Replace the “ATS” within the brackets with the actual name of the database, as seen in the object
explorer.
9. The stored procedure is now ready to be created. Click the “Execute” button to build.
USE [ATS]
GO
/****** Object: StoredProcedure [dbo].[ATS_BUILD_PRODUCT_BEST_SELLERS] Script Date: 08/02/2010
16:28:27 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
-- =============================================
-- Author: <Author,,Name>
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-- Create date: <Create Date,,>
-- Description: <Description,,>
-- =============================================
CREATE PROCEDURE [dbo].[ATS_BUILD_PRODUCT_BEST_SELLERS]
@PAST_MONTHS numeric
-- Add the parameters for the stored procedure here
-- <@Param1, sysname, @p1> <Datatype_For_Param1, , int> = <Default_Value_For_Param1, , -12>
AS
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
-- Insert statements for procedure here
--SELECT <@Param1, sysname, @p1>, <@Param2, sysname, @p2>
DELETE FROM ATS_PRODUCT_BEST_SELLERS
INSERT INTO ATS_PRODUCT_BEST_SELLERS
SELECT
ORDER_LINES.PRODUCT_CODE,
COUNT(ORDER_LINES.PRODUCT_CODE)
FROM
ORDER_LINES,
ORDERS,
PRODUCT
WHERE
ORDER_LINES.ORDER_NUMBER = ORDERS.ORDER_NUMBER AND
ORDER_LINES.QUANTITY_ORDERED > 0 AND
ORDERS.STATUS NOT IN ('C','CT') AND
ORDERS.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE()) AND
ORDER_LINES.PRODUCT_CODE = PRODUCT.PRODUCT_CODE AND
PRODUCT.PROD_TYPE = 'SALES' AND
PRODUCT.WEB_OPTION = 2 AND
PRODUCT.STATUS = 'A'
GROUP BY
ORDER_LINES.PRODUCT_CODE
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END
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Create the Second Stored Procedure
Providing no errors occurred when creating the first stored procedure, now will be the time to create the
second stored procedure. To create the second stored procedure follow the steps used to create the first,
except copy and paste the code below into the new stored procedure window pane. You will again want
to replace the “ATS” found at the top of the code with the actual name of the database that iMIS is using,
and once that is done click the execute button to actually build the procedure.
USE [ATS]
GO
/****** Object: StoredProcedure [dbo].[ATS_BUILD_PRODUCT_RECOMMENDATIONS] Script Date: 08/02/2010
16:29:19 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
-- =============================================
-- Author: <Author,,Name>
-- Create date: <Create Date,,>
-- Description: <Description,,>
-- =============================================
CREATE PROCEDURE [dbo].[ATS_BUILD_PRODUCT_RECOMMENDATIONS]
@PAST_MONTHS numeric
-- Add the parameters for the stored procedure here
-- <@Param1, sysname, @p1> <Datatype_For_Param1, , int> = <Default_Value_For_Param1, , -12>
AS
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
-- Insert statements for procedure here
--SELECT <@Param1, sysname, @p1>, <@Param2, sysname, @p2>
DELETE FROM ATS_PRODUCT_RECOMMENDATIONS
INSERT INTO ATS_PRODUCT_RECOMMENDATIONS
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SELECT
T.PRODUCT_CODE_1,
T.PRODUCT_CODE_2,
COUNT(T.BT_ID) AS NUM_PEOPLE
FROM
(
SELECT DISTINCT
O1.BT_ID,
OL1.PRODUCT_CODE AS PRODUCT_CODE_1,
OL2.PRODUCT_CODE AS PRODUCT_CODE_2
FROM
ORDERS O1,
ORDERS O2,
ORDER_LINES OL1,
ORDER_LINES OL2,
PRODUCT P1,
PRODUCT P2
WHERE
O1.ORDER_NUMBER = OL1.ORDER_NUMBER AND
O1.BT_ID = O2.BT_ID AND
OL1.QUANTITY_ORDERED > 0 AND
OL2.QUANTITY_ORDERED > 0 AND
O2.ORDER_NUMBER = OL2.ORDER_NUMBER AND
O1.ORDER_NUMBER <> O2.ORDER_NUMBER AND
O1.ORDER_NUMBER <> O2.ORDER_NUMBER AND
OL1.PRODUCT_CODE = P1.PRODUCT_CODE AND
P1.PROD_TYPE = 'SALES' AND
P1.WEB_OPTION = 2 AND
P1.STATUS = 'A' AND
OL2.PRODUCT_CODE = P2.PRODUCT_CODE AND
P2.PROD_TYPE = 'SALES' AND
P2.WEB_OPTION = 2 AND
P2.STATUS = 'A' AND
P1.PRODUCT_CODE <> P2.PRODUCT_CODE AND
O1.STATUS NOT IN ('C','CT') AND
O2.STATUS NOT IN ('C','CT') AND
O1.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE()) AND
O2.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE())
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) T
GROUP BY
T.PRODUCT_CODE_1,
T.PRODUCT_CODE_2
END
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SQL Server Jobs
With the stored procedures in place,
the last items to set up are the jobs that
will run the stored procedures on a
daily basis. To set up a new job:
1. Go back into the object explorer
and scroll to the bottom of the
list and find “SQL Server Agent.”
2. Expand “SQL Server Agent” to
reveal a list of sub-folders
3. Right-click on the “jobs” sub-
folder and select the “New Job…”
option. You will be presented
with the window shown to the
right.
In this window you will want to specify
the name of the job, as well as a description of what the job does. For the name fields I essentially took
the names of the stored procedures (ATS_BUILD_PRODUCT_BEST_SELLERS and
ATS_BUILD_PRODUCT_RECOMMENDATIONS) and replaced the “ATS” part at the beginning with the initials
of the association (CAA_BUILD_PRODUCT_BEST_SELLERS and
CAA_BUILD_PRODUCT_RECOMMENDATIONS). Feel free to follow this convention or to use your own.
After the name and description have been set, click the “OK” button to move on to the next screen where
you will specify what happens each time the job is run.
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Each time a particular job is run,
certain steps defined within that job
are executed. On the following screen
these steps are defined.
Fortunately the jobs that you will be
creating are very simple, and only have
one step each. To define this step, click
the “New” button towards the bottom
on the window.
When defining each step, you will have
to specify the step name, the database,
and the command. The step name can
be whatever you like, in the below
example “Run Stored Procedure” is
used. The database should be set to
the database that iMIS uses. Finally,
the command should be the name of
the stored procedure that you
previously set up, followed by a space
and a negative number. The negative
number lets the stored procedure
know how far in the past (number of
months) to analyze data when building
the best sellers or the
recommendations tables. The default
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value used is -3, but in reality this can be whatever negative number you like.
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Once the step name, database, and
command have been specified, click
the “Advanced” link on the left hand
side. Find the “On success action”
dropdown list and change it to “Quit
the job reporting success.” Click the
“OK” button in the lower right hand
corner to conclude the step
configuration. The following image
shows what the finished “Steps”
section should look like.
With the steps defined, the job will now
need to be set up to run on a daily
basis. To do so, click the “Schedules”
link on the left hand side, followed by
the “New” button towards the bottom
of the window.
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The following image shows how to
configure a job to run on a recurring
basis. Most of these options are self-
explanatory, and they can be set up
however you like, but the
recommended configuration is shown
below. Using the configuration shown
below, this particular job will run every
day at 3AM.
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SQL Server Tables
You will need to run the following scripts in SQL Server Management Studio to create the last of the
required tables for the store. Below is a list of the tables that will be created.
ATS_Product_Best_Sellers
ATS_Product_Recommendations
ATS_ShoppingCart
ATS_ShoppingCartDues
ATS_ShoppingCartEvents
Be sure when running each script to update the name of the database in the first line to the name of your
iMIS database.
TABLE: ATS_PRODUCT_BEST_SELLERS
USE [ATS]
GO
/****** Object: Table [dbo].[ATS_PRODUCT_BEST_SELLERS] Script Date: 12/13/2010 14:01:32 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [dbo].[ATS_PRODUCT_BEST_SELLERS](
[PRODUCT_CODE] [varchar](31) NULL,
[NUM_PEOPLE] [int] NULL
) ON [PRIMARY]
GO
SET ANSI_PADDING OFF
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TABLE: ATS_PRODUCT_RECOMMENDATIONS
USE [ATS]
GO
/****** Object: Table [dbo].[ATS_PRODUCT_RECOMMENDATIONS] Script Date: 12/13/2010 14:11:13 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [dbo].[ATS_PRODUCT_RECOMMENDATIONS](
[PRODUCT_CODE_1] [varchar](31) NULL,
[PRODUCT_CODE_2] [varchar](31) NULL,
[NUM_PEOPLE] [int] NULL
) ON [PRIMARY]
GO
SET ANSI_PADDING OFF
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TABLE: ATS_SHOPPINGCART
USE [ATS]
GO
/****** Object: Table [dbo].[ATS_ShoppingCart] Script Date: 12/13/2010 14:11:55 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [dbo].[ATS_ShoppingCart](
[SessionID] [varchar](100) NULL,
[MemberID] [varchar](50) NULL,
[ProductCode] [varchar](50) NULL,
[Quantity] [int] NULL,
[DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCart_DateTimeAdded] DEFAULT (getdate())
) ON [PRIMARY]
GO
SET ANSI_PADDING OFF
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TABLE: ATS_SHOPPINGCARTDUES
USE [ATS]
GO
/****** Object: Table [dbo].[ATS_ShoppingCartDues] Script Date: 12/13/2010 14:12:32 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [dbo].[ATS_ShoppingCartDues](
[SessionID] [varchar](100) NULL,
[MemberID] [varchar](50) NULL,
[ProductCode] [varchar](50) NULL,
[Quantity] [int] NULL,
[Type] [int] NULL,
[DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCartDues_DateTimeAdded] DEFAULT
(getdate()),
[EffectiveDate] [datetime] NULL,
[ProcessMemberType] [varchar](5) NULL,
[Price] [numeric](10, 2) NULL,
[Term] [int] NULL
) ON [PRIMARY]
GO
SET ANSI_PADDING OFF
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
TABLE: ATS_SHOPPINGCARTEVENTS
USE [ATS]
GO
/****** Object: Table [dbo].[ATS_ShoppingCartEvents] Script Date: 12/13/2010 14:13:42 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [dbo].[ATS_ShoppingCartEvents](
[SessionID] [varchar](100) NULL,
[MemberID] [varchar](50) NULL,
[EventCode] [varchar](50) NULL,
[FunctionCode] [varchar](50) NULL,
[Quantity] [int] NULL,
[IsKitItem] [char](1) NULL,
[KitProductCode] [varchar](50) NULL,
[FunctionNote] [varchar](255) NULL,
[ST_ID] [varchar](50) NULL,
[DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCartEvents_DateTimeAdded] DEFAULT
(getdate())
) ON [PRIMARY]
GO
SET ANSI_PADDING OFF
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
IBO PERFORMANCE
To improve performance of the iMIS Business Objects, ATS has an optional function that can be run to
minimize the startup time of the store and other iBO related functions. In the store is a .NET ASPX file
called IBOKeepAlive.ASPX. This file can be scheduled to run regularly and keep iMIS ready to go at
anytime. The following instructions show how to implement it on Windows server 2003. Set this up on
the server where the ATS web services are installed.
1. Under control panel go to
Scheduled Tasks.
2. Click on Add Scheduled Task
3. Click Next
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
4. Highlight Internet Explorer and
click Next
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
5. Select When my computer
starts and click next
6. Enter the username and
password that this program will
run as and select Next
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
7. Check the box to open advanced properties for this task when I click finish
8. Under Run change the entry to include the name and location of the ASPX file that will be run and
press OK
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
C:\PROGRA~1\INTERN~1\iexplore.exe
http://www.myassociation.org/webservices/ibokeepalive.aspx
Note: The URL will be specific to the location of the file on your server.
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Association Technology Solutions
4704 Harlan Street, Suite 325
Denver, CO 80212
(p) 720.945.7252
(f) 720.945.7253
www.atsol.org
9. On the schedule tab click on the
Show Multiple Schedules
checkbox
10. Click the New button.