Defining General Subscription Product Information

To define the general subscription product:

1. On the Personify360 main toolbar, select Subscriptions > Subscription Product Setup.

2. Click Create New Product.

3. Click Subscriptions from the Select a Product Area section, as shown below.

The Product Maintenance screen displays, as shown below.

4. Enter the Product Code.
The Parent Product defaults to the value entered as the Product Code.

5. If necessary, click the Parent Product link to change the Parent Product.

If your publication requires you to setup two linked digital and print edition products, both products must have the same Parent Product.

6. Enter the Product Name.
The Invoice Description defaults to the value.

7. Enter the Product Sub-Title.

8. Check the applicable checkboxes from the Options section:

· Master Product

· Available To Order

· Zero Price

· Returnable

· Members Only

· One Price Only

· Allow Price Update

· Renewable

9. Select the Product Type from the drop-down.

10. Select the Product Class from the drop-down.

11. Select the Product Status from the drop-down.

12. Select the Currency Code from the drop-down.

13. Select the Available from date from the drop-down.

The Available From date cannot be changed if orders have already been created for it.

14. If necessary, select the Available thru date from the drop-down.

15. If necessary, click the Primary Search Group link and search for a Primary Search Group to link to the product.

16. In the Subscription Products section, perform the following:

a. Select the Fulfill Type from the drop-down.

b. Select the Renew Window from the drop-down.

c. Select the Start Issue Code or the Cut-off Period (depends on the Fulfill Type selected) from the drop-down.

d. Enter the number of Default Grace Issues.

e. Select the Ship Country from the drop-down.

f. Select the Ship Location from the drop-down.

g. Check the checkboxes that apply:

· Can Change Start Date

· Can Change End Date

· Update Transcript Service Date

· Provide Opt-Out of Digital Email Alert

· Print Edition

· Digital Edition

h. Enter the ICN Code.

i. Select the Frequency from the drop-down.

17. Click Save.

Screen Element	Description
Header
Parent Product	Read-only. Defaults to the value that you entered for in the Parent Code text box.
Product Code	Read-only. Defaults to the value that you entered for in the Product Code text box.
Product ID	Read-only. As of 7.6.0, the unique product ID number assigned to the product displays. You can use the Product ID to leverage oData queries in the Online Store, Shopping Cart, and Checkout pages. See SVC Clients for more information.
Product Short Name (Invoice Description)	Read-only. Defaults to the value that you entered for in the Invoice Description text box.
General Product Setup
Subsystem	Read-only. The area, or subsystem, with which the product is associated.
Product Code	Text box. This is the subscription product name. For new records, the parent product code defaults to the product code but it can be changed.
Parent Product	Text box. This is the master group to which the subscription product is being added. For a standalone product, the product code will be the same as the parent code.
Product Name	Text box. The user-defined name of the product.
Invoice Description	Text box. Defaults to the Product Name. If your Product Name is extraordinarily long, you can edit the Invoice Description to 50 characters. If the Invoice Description is longer than 50 characters, it will be cropped off the invoice. If the product has been defined to display on the web, the description defined here will display on the product listing, product preview, product detail, and any promotional marketing controls on the web.
Product Sub-Title	Text box. This is an optional field that allows you to enter in an additional description (sub-title) that can be used for reporting purposes.
Product Type	Drop-down. The primary type of product. For subscription products, the only available option is “Individual Product”.
Product Class	Drop-down. Used to classify the subscription product to distinguish between journals, magazines, and volumes. Values in the drop-down are populated based on the non-fixed codes defined for the SUB "PRODUCT_CLASS" system type.
Product Status	Drop-down. The status of the subscription product. For example, Active, Cancelled, or Discontinued. Only active products can be sold. Other status values are user-defined. As of 7.5.0, if this product has been setup to display on the web and the Product Status is set to "Cancelled" (C) or "Discontinued" (D), the "NO LONGER AVAILABLE" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.
Status Date	Read-only. This is a read-only field that displays the date the product was created. Defaults to today’s date when creating a new product.
Currency Code	Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar. For more information on currency codes, please see Setting Up Currency Codes.
Available from	Drop-down. Defaults to the system date, but it can be overridden. The date from which the subscription product is available.
Available thru	Drop-down. The date the subscription ends.
Primary Search Group	Link. This is an optional feature that allows organizations to assign a search group code to products and customers, so that back office staff assigned to that primary search group can optionally pre-filter searches for customers or products by their assigned primary search group. Primary search group codes are defined on subgroup customer records and mapped to zip codes. An organization can have customers be automatically assigned to a primary search group based on the zip code of their primary address by setting the APP AUTOMATIC_SEARCH_GROUP_ASSIGNMENT application parameter to "Y". For more information on primary search groups, please see Creating a Primary Search Group Mapping.
Options
Master Product	Checkbox. When checked, indicates this product can stand alone. When unchecked, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The checkbox defaults to checked when the product code and parent product code are identical.
Available to Order	Checkbox. Sets this as an active subscription product for purchase by customers.
Zero Price	Checkbox. When checked, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code. As of 7.5.2, if this checkbox is checked, the Waive Shipping checkbox is checked and disabled on the Rates Pricing screen. This checkbox should only be selected BEFORE entering GL account and pricing information.
Returnable	Checkbox. When checked, indicates this product can be returned. For more information, please see Subscription Terminations/Cancellations.
Members Only	Checkbox. When checked, only members can buy this subscription product. This only pertains to current active members. When a product is marked as member-only, only customers who qualify for a rate structure that has been defined for the product being purchased (on the Rates and Pricing screen) and is marked as Can Purchase Member Products (on the Rate Structure Maintenance screen) can buy the product. Therefore, if the customer only qualifies for rate structures that aren't marked as Can Purchase Member Products, then that customer will not able to buy the member-only product. Additionally, if the customer qualifies for a rate structure that IS marked as Can Purchase Member Products, but that rate structure is NOT ALSO defined on the members-only product, then that customer will not be able to buy the members-only product. As of 7.5.0, if this product is active, has been setup to display on the web, and this checkbox is checked, the "MEMBERS ONLY" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.
One Price Only	Checkbox. When checked, indicates pricing cannot be targeted solely to one rate structure and all rate structures receive the same price. Processing time is quicker when the product is available to all purchasers and this checkbox is checked. When unchecked, indicates the rate structures apply to the price of the product.
Allow Price Update	Checkbox. If this checkbox is selected, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen. If the price of the product is $0 and this checkbox is selected, the Line Status will default to Proforma regardless of the Org Unit Line Status default. The system assumes that the price will be manually changed.
Renewable	Checkbox. When checked, indicates the active subscription product can be renewed.
Subscription Products
Fulfill Type	Drop-down. This indicates whether the product will be fulfilled by issue or volume. “Issue” indicates that customers can subscribe anytime. “Volume” indicates that customers can only subscribe at the beginning of the period of distribution. Values in the drop-down are populated based on the fixed codes defined for the SUB "FULFILLMENT_TYPE" system type.
Renew Window	Drop-down. This indicates the time period within which customers can renew the subscription. When the period ends, the subscription is considered new. Values in the drop-down are populated based on the fixed codes defined for the SUB "RENEW_WINDOW" system type.
Start Issue Code	Drop-down. This field is only available when “Issue” is selected for the Fulfill Type. This value controls whether a new subscription order starts with the current issue (the one most recently fulfilled) or the next issue (the next issued that has not been fulfilled) by referencing the Fulfill Date field (found on the Issue Maintenance screen). Values in the drop-down are populated based on the fixed codes defined for the SUB "START_ISSUE" system type. If "Current Issue" is selected, the Back Issue checkbox should be checked on the Rate Code Extensions screen so the system can fulfill back issues if the current issue has already been fulfilled.
Cut-off Period	Drop-down. This field is only available when “Volume” is selected for the Fulfill Type. This is used if there is a cut-off policy for new subscription as to whether subscriptions should start with the new volume or the next volume. When populated, the system looks at the first issue in the volume being served and determines, based on the number of days, issues, months or years from that issue’s fulfill date, if the subscription should continue using the current volume or the next volume for the new subscription order. Values in the drop-down are populated based on the fixed codes defined for the SUB "CUTOFF_WINDOW" system type. The available options are: · DAY: the system will look at the fulfill date of the first issue in the current volume being served, and if the number of days defined as the cut-off period have passed from the fulfill date, then new subscription orders will start with the next volume. · ISSUES: the system will look at the first issue that has been fulfilled in the current volume being served, and if the number of issues defined as the cut-off period have been fulfilled, then new subscription orders will start with the next volume. · MONTH: the system will look at the fulfill date of the first issue that was fulfilled in the current volume being served, and if the number of months defined as the cut-off period have passed from the fulfill date, then new subscription orders will start with the next volume. · YEAR: the system will look at the fulfill date of the first issue that was fulfilled in the current volume being served, and if the number of years defined as the cut-off period have passed from the fulfill date, then new subscription orders will start with the next volume.
Default Grace Issues	Text box. This indicates how many issues the customer will receive after the subscription expires.
Ship Country	Drop-down. The country from which fulfilled issues are shipped. It is validated against the app_country table and is used in the postal zone reports.
Ship Location	Drop-down. The city or zip code from which fulfilled issues are shipped. It is validated against the app_country table and is used in the postal zone reports. Values in the drop-down are populated based on the non-fixed codes defined for the "SHIP_LOCATION" system type.
Can Change Start Date	Checkbox. When checked, indicates the default start date can be changed from the Order Entry screen.
Can Change End Date	Checkbox. When checked, indicates the default end date can be changed from the Order Entry screen.
Update Transcript Service Date	Checkbox. When checked, indicates when a subscription is cancelled, the Subscription Service Until Date for the transcript needs to be reset based on the date of the last issue delivered. Cancelling a subscription does not change the original end date on the order, so the Subscription Service Until Date for the transcript cannot stay as the subscription order end date.
Provide Opt-Out of Digital Email Alert	Checkbox. When checked, subscribers will have the option from the web as well as from the back office of opting out of receiving email alerts that their digital publication is available. for digital publications that will be delivered weekly, monthly or according to a schedule that is not daily is that an email alert be generated to each subscriber when the issue is available. BPA rules say that an organization can allow their subscribers to opt-out of receiving the email alert.
Print Edition	Checkbox. When checked, indicates an issue in the publication will be fulfilled in print form. A print publication requires that the subscriber have a valid mailing address. If a publication is both print and digital, then both checkboxes should be checked. At least one checkbox MUST be checked. As of 7.5.2, if both the Print Edition and Digital Edition checkboxes are checked, then SUB670 and SUB671 will fulfill an issue(s) if the constituent has a BAD address only if the constituent also has an email address defined. If the "Print Edition" and/or "Digital Edition" checkboxes are checked and the subscription is defined to display on the web, the format will display on the product detail page, as shown below.
Digital Edition	Checkbox. When checked, indicates an issue in the publication will be fulfilled electronically. A digital publication requires that the subscriber have an active email address. If a publication is both print and digital, then both checkboxes should be checked. At least one checkbox MUST be checked. As of 7.5.2, if both the Print Edition and Digital Edition checkboxes are checked, then SUB670 and SUB671 will fulfill an issue(s) if the constituent has a BAD address only if the constituent also has an email address defined. f the "Print Edition" and/or "Digital Edition" checkboxes are checked and the subscription is defined to display on the web, the format will display on the product detail page, as shown below.
ICN Code	Text box. The International Catalog Number. This is used for informational purposes only.
Frequency	Drop-down. As of 7.5.0, the frequency code of the subscription product. If the subscription is defined to display on the web, the frequency selected will display on the product detail page, as shown below. Values in the drop-down are populated based on the codes defined for the non-fixed SUB "FREQUENCY" system type.