Maintenance is used to generate coupons for new residents which have been flagged by the system. This is a process that can be done throughout the year when new owners move in that need coupons for the remaining months of dues.
How to create a Maintenance Batch coupon file:
1.Select the Maintenance tab. All properties where accounts have been Scheduled to receive a coupon will be listed.
2.Select the Property(s) and select the Maintenance Batch button.
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The system will notify the user if a current coupon file is present when processing a batch. The user can delete the current batch or merge the new coupon process into the existing file. Care should be taken to avoid duplicating a property in the same batch. |
3.The user will then be prompted with a Status window stating how many records were created in the export file.
4.If an error report is displayed, review all errors and make corrections to the accounts as needed.
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An error report can result for the following reasons: •Too many characters in name •Too many characters in address •Improperly defined billing or property
Warnings will still produce a coupon for the account. Error messages without warnings means the property or resident is skipped within the batch. |
5.Use the Browse button 
in the Quick Access Toolbar to locate the created file.
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It is recommended to rename a coupon file once processed to avoid duplication and possible corruption of a prior batch. |