These type of questions are more common than you think, and there are several reasons why the Office, Revenue Type and/or Category might being showing incorrectly in Matrix. The following lists some of these reasons:
- Office - Was manually reassigned or the order was placed incorrectly within traffic.
- Revenue Type - An order from traffic was placed, merged and/or reassigned incorrectly.
- Category - An order from traffic was placed, merged and/or reassigned incorrectly.
The first step in figuring this out, is to confirm if the order might have been placed within traffic.
NOTE: It is recommended that someone in Traffic does this for you.
Once this has been confirmed that the order was entered correctly within traffic, navigate to the Account Profile page, where you can gather additional information on how the order was imported or modified. To get to the Account Profile page, simply type the name of the account into the search in the upper right and click on the name of the account.
Once on the Account Profile page, click on the Summary tab.
- The Summary tab that logs all different types of activity that occurs within the Account e.g. Deal, Activities, Contact, Reassignment of an Office, Category and/or Revenue Type, etc.
If there is no entry that the Office and/or Revenue Type and/or Category was reassigned, please contact the Matrix Solutions Help Desk for further assistance.
Keyword Search: wrong office, wrong category, wrong outlet, incorrect data, does not match traffic