Order Processing and Fulfillment:
· Subscription order created through Order Entry (ORD001)
· Run SUB500 to put partially paid subscriptions on hold
· Run SUB670 to print labels for next issue
· Run SUB671 to process back issues, replacement copies, and single copies
· Run FAR670 to process deferred revenue
· Run FAR675 to process deferred revenue analysis
· Run ORD650 to generate subscription renewals
· Run FAR680 to process credit card scheduled payments
· Run CCP610 to settle credit card payments generated by FAR680
· Run SUB655 to print
renewal notices
Below is a description of the lifecycle of a subscription product order:
Task |
Line Status |
Fulfill Status |
|---|---|---|
When you add a subscription product to your order |
Defaults to PROFORMA |
Defaults to ACTIVE |
When PARTIAL payment is made to the subscription product (Short Pay Code = AR) |
No Change to Line Status, remains in PROFORMA |
No change to Fulfill Status |
When FULL payment is made to the subscription product (Short Pay Code = AR) |
Changes from PROFORMA to ACTIVE |
No change to Fulfill Status |
When an issue is fulfilled |
No change to Line Status |
No change to Fulfill Status |
When you cancel a subscription product (Currently in Proforma Status) |
Changes from PROFORMA to CANCELLED |
No change to Fulfill Status |
When you cancel a subscription product (Currently in Active Status) |
Changes from ACTIVE to CANCELLED |
No change to Fulfill Status |
When you renew your subscription product to a new order |
Old Order: Line Status = ACTIVE (or PROFORMA) New Order: Order Status = PROFORMA, Line Status = PROFORMA |
No Change to Fulfill Status |
The default line status for the Subscription subsystem can be set to ACTIVE, which will cause Subscription products added to an order to default with a line status of ACTIVE. However, some common exceptions are as follows:
· A subscription product with a rate that has a Short Pay code of REJECT
· A subscription product with the Allow Price Update checkbox checked and the price is zero
· A customer with a credit limit that has been exceeded or that is lower than the Subscription product price
To access the Order Entry screen to create an order for a subscription product, perform one of the following:
· From the Home Page, click Add a new order from the Orders section.
· From the Call Center screen, click Create a New Order from the Orders task category.
· On the Start screen, click New Order from the Quick Create task category.
· On the Start screen, click Enter Orders from the Work with Orders task category.
· From the toolbar, select CRM/Orders > Order Entry > Order Entry.
In this section:
· Adding a Subscription Product to an Order
· Defining Shipping Information on a Subscription Product Order
· Creating a Receipt for a Subscription Product Order
· Adding Subscription Audit Qualifications