Type
Fixed?
Description
ADDRESS_ANALYSIS
Y
A code used by Personify to identify subscribers based on how the subscription is addressed for reporting. See BPA- Related Terminology for more information.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
N
The classification of the article. For example: Editorial, Research, or Fact.
The Article Class field displays on the Authors and Articles screen in Product Maintenance.
Y
Indicates the audit agency used for subscription auditing. The following codes are delivered with base and cannot be changed:
· ABC
· BPA
The Audit Agency field displays on the Audit Requirements screen in Product Maintenance and the Audit Qualifications Maintenance screen.
AUDIT_CONTENT
N
The following codes are delivered with base and cannot be changed:
· Africa
· MENA (Middle East and North Africa)
· Asia
· Europe
· North America
· Australia and Oceania
· South America
· Central America
· Caribbean
· No continent
· Antarctica
Y
ABC/BPA has specific rules as to what can be termed a “Paid Circulation”. Publishers need to define these codes as Audit Types Codes and associate them based on the ABC/BPA rules. For more information, please see Defining the Audit Type Codes.
The Audit Type field displays on the Rate Code Extensions screen in Product Maintenance.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
N
The classification of the author’s participation. For example: Author, Co-Author.
The Participation field displays on the Authors and Articles screen in Product Maintenance.
N
When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s company size.
The Company Size field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
N
The classification of the customer relationship. For example, Author, Cosponsor, Product Manager, Speaker, Sponsor, Staff, or Vendor.
The Relationship Type field displays on the Related Customers screen in Product Maintenance.
The Option 1 field is used to create a product relationship between the product and the constituent. Enter "CUS001I-APPEARANCE" in this field in order for the code to be an option from the Relationship Type drop-down on the Related Customers screen.
Y
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.
The following codes are delivered with base and cannot be changed:
· 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.
The Cut-off Period field displays on the General Setup screen in Product Maintenance.
EVENT
N/A
This is not currently being used in Personify360.
N
As of 7.5.0, the frequency code of the subscription product. The following codes are delivered with base and can be changed:
· DAILY
· MONTHLY
· QUARTERLY
The Frequency field displays on the General Setup screen in Product Maintenance.
FULFILL_STATUS
Y
The status of the product within the order.
The following codes are delivered with base and cannot be changed:
· Active
· Expel
· Expired
· Grace
· Not Fulfilled
· Suspend
· Terminate-at-End
· Transfer
The Fulfill Status field displays on the Line Item Details screen in Order Entry.
Y
Indicates whether the subscription product will be fulfilled by issue or volume. The following codes are delivered with base and cannot be changed:
· Issue based
· Volume Based Publication
The Fulfill Type field displays on the General Setup screen in Product Maintenance.
INDUSTRY
N
When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s industry code.
The Industry field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
ISSUE_FULFILL_TYPE
Y
The following codes are delivered with base and cannot be changed:
· Back Issue
· Grace issue
· Production
· Replacement Issue
· Single Issue Sale
The Issue Fulfill Type field is read-only and displays on the Issues Fulfillments screen.
ISSUE_INTERVAL
Y
Subscription issues will be generated with issue dates based on the start issue date spaced according to the interval specified. The following codes are delivered with base and cannot be changed:
· Annual
· Bi-Annual
· Bi-Monthly
· Bi-Weekly
· Monthly
· Quarterly
· Semi-Monthly (24 issues)
· Weekly
· Daily
The Interval field displays on the Auto-Generate Publication Issues screen.
JOB_FUNCTION
N
When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s job function code.
The Job Function field displays on the Audit Qualifications Maintenance, Centralized Customer Audit Information, and the Subscription Audit Information screen in CRM360®.
The Option 1 field is used to determine which values display in the Job Function drop-down on the Subscription Audit Information screen in CRM360. For each JOB_FUNCTION code, enter the appropriate AUDIT_AGENCY code. Alternatively, enter "ALL" for JOB_FUNCTION codes that should display for all audit agencies.
For example, if an audited subscription with an Audit Agency of "BPA" is selected on the Subscription Audit Information screen in CRM360®, the system will only display Job Functions in which the Option 1 field contains "BPA" or "ALL".
JOB_TITLE
N
When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s job title.
The Job Title field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
LINE_STATUS
Y
The status of the line item on the order. This field is located on the Order Entry > Line Item Details screen.
The following codes are delivered with base Personify and cannot be changed:
· Active (A)
· Cancelled (C)
· Proforma (P)
The Option 1 field determines whether or not FAR670 will recognize the order line. Enter "RevenueRecognition" in Option 1 if you want FAR670 to process the transaction. In the base application, only line status codes of "A" have "REVRECOGNITION" in the Option 1 column. This was executed for organizations that customize order entry to use different line status codes.
Option 3 identifies whether order lines with the line status defined by the code should be included in invoices.
Y
The time frame the customer must pay. The following codes are delivered with base and cannot be changed:
· Monthly
· Invoice
The Pay Frequency field displays on the Rates Code Extensions screen.
Y
Determines where the related link will display on the Subscription Detail page on the web.
The following codes are delivered with base and cannot be changed:
· Additional Information
The Placement field displays on the Related Links screen.
N
Used to classify the subscription product to distinguish between journals, magazines, and volumes.
The Product Class field displays on the General Setup screen in Product Maintenance.
As of 7.5.0, unique icons can be defined for each PRODUCT_CLASS code to display in your online store, as shown below. These icons will display on the Product Listing, Product Detail, and Event Calendar pages in e-Business.
For more information, please see Configuring Categorical Iconography.
The Option 1 field is not used by this type.
Option 2 identifies a second level of search category for the product class that is used in faceted search on the web.
PRODUCT_TYPE
Y
A system-defined code that identifies the type of SUB product. The following codes are delivered with base and cannot be changed:
· Individual Product
· Standing Communication
The Product Type field displays on the General Setup screen in Product Maintenance.
QUALIFICATION
Y
This is used for BPA circulation audit reports. Subscribers are categorized as Qualified Paid, Qualified Not Paid, and Not Qualified.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
QUALIFICATION_METHOD
Y
This fixed code is used in publication circulation audit reports. Qualification Method Code and Qualification Source Code together identify how each subscriber became a subscriber to the audited publication. Qualification Method Code identifies if the subscription is for an individual or a company and also how the subscription order was communicated to the publisher. It is tracked in the Sub_Qual_Master table. It is set to MI (Membership Individual) for membership-benefit subscriptions for order line ship-to customers who are individuals and to MO (Membership Organizations) for company or subgroup members receiving the publication. For subscribers who are not receiving membership-benefit subscriptions, Qualification Method Code is set based on the value in Order_Master.ORDER_METHOD_CODE and the Qualification Method Code defined in the Sub_Qual_Method_Mapping table, which maps Order Method Codes to Qualification Method Codes.
As of 7.4.2, once the Qualification Method Code is set, the Qualification Source Code is set to the value in "Qualification Source" field for the selected Qualification Method Code. For BPA circulation audit reports, qualification method is used in paragraph 3b.
The following codes are delivered with base and cannot be changed:
· CI - Company:Internet
· CMI - Communication:Internet
· CMT - Communication:Telecomm
· CMW - Communication: Written
· CT - Company: Telecom
· CW - Company:Written
· MI - Membership:Individual
· MO - Membership:Organization
· O - Other:Other
· OA - Other:AssocRosters
· OB - Other:Business
· OF - Other:FieldReports
· OL - Other:Licenses
· OM - Other:Manufacturer
· PI - Personal:Internet
· PT - Personal:Telecom
· PW - Personal:Written
The Qualification Method field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
QUALIFICATION_SOURCE
Y
This fixed code is issued in publication circulation audit reports. Qualification Source Code and Qualification Method Code together identify how each subscriber became a subscriber to the audited publication. When a membership or subscription order is created that involves an audited publication, the Qualification Source Code is tracked in the Sub_Qual_Master table. The system sets Qualification Source Code to the value in the "Used for" field for the selected Qualification Method Code. For membership orders, qualification source is always defined to be MEMBERSHIP. For subscription orders, qualification source is set based on customer record type. If the order line ship-to customer is an individual, then the qualification source is defined to be DIRECT. If the order line ship-to customer is a company or subgroup, then the qualification source is defined to be COMPANY. For all other subscribers, the Qualification Source Code is defined as OTHER.
The following codes are delivered with base and cannot be changed:
· COMMUNICATION
· COMPANY
· DIRECT
· MEMBERSHIP
· OTHER
The Qualification Source field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
Option 2 maps qualification method code to a qualification source code for subscription audit reporting.
RATE
N
The established rate determines the pricing for the Rate Structure selected. For example, 1 Year Subscription, 2 Year Subscription, 3 Year Subscription, Complimentary Rate, or Trial Rate.
The Rate Code field displays on the Rates and Pricing screen in Product Maintenance.
If you want to allow the purchase of a single issue, you must create a system type code of "SINGLE".
In the Option 1 field, if you enter "SC", it identifies the rate codes used for single copy issue purchases. For more information, please see Creating an Order for a Single Issue.
Y
Indicates the time period within which customers can renew the subscription. The following codes are delivered with base and cannot be changed:
· Day(s)
· Month(s)
· Year(s)
The Renew Window field displays on the General Setup screen in Product Maintenance.
Y
Controls how revenue recognition for the order will be handled. The following codes are delivered with base and cannot be changed:
· On Begin Date
· End Date
· On Invoice
· By Issue
· Monthly
· On Specific Date
· At Year End
The Recognition Method field displays on the GL Accounts screen in Product Maintenance.
N
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.
The Ship Location field displays on the General Setup screen in Product Maintenance.
SIC
N
When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s SIC code.
The SIC Code field displays on the Audit Qualifications Maintenance screen.
In the Option 1 field, if you enter "ALL", it identifies a code that is included in ABC and BPA subscription audit reports.
Y
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). The following codes are delivered with base and cannot be changed:
· Current Issue
· Next Issue Mailed
The Start Issue Code displays on the General Setup screen in Product Maintenance.
SUB_REV_REC_DATE
Y
Identifies whether subscription revenue should be recognized by issue date or fulfill date. The following codes are delivered with base and cannot be changed:
· Issue Date
· Fulfill Date
The Subscription Recog. Date field displays on the GL Accounts screen in Product Maintenance.
N
User-defined system type used to categorize related links on the Subscription Detail page on the web. The URL Type field displays on the Related Links screen.