Adding Audit Information to a Membership Subscription Benefit Order

If the membership subscription benefit for a publication is being audited by either ABC or BPA, then additional demographic information is required in order to add orders to your BPA900 count totals.

 

From the Audit Qualifications Maintenance screen, you can add subscription audit, publication, and qualification information. You can enter information from the qualification car or other device and identify each individual item being reported.

 

To access this screen from Order Entry, click View Subscription Audit Info from the Work with Line Items task category. Alternatively, from the CRM360® screen, click Subscription-Specific Audit Info from the Background Information task category.

You should have a regular batch open when changing subscription qualification data in order for the system to update the Sub_Qual_Master record with the batch ID and batch date of the batch that is open.

For more information on the fields on this screen, please see Adding Subscription Audit Information to a Constituent's Record in CRM360®.