The
information you enter on this screen will be automatically added to the
Subscription
Audit Information screen in CRM360 for the constituent on the order.
If the membership subscription 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.
The
information you enter on this screen will be automatically added to the
Subscription
Audit Information screen in CRM360 for the constituent on the order.
To add audit information:
1. From the Order
Entry screen, click Edit Membership Subscriptions from the Work
with Line Items task category.
The Membership Subscriptions screen displays.
2. Click Audit
Qualification Info.
The Audit Qualifications Maintenance screen displays, as shown below.
3. Click Add Audit
Info.
The Subscription Product Chooser displays.
4. Search for and
select the appropriate subscription product.
The Audit Agency is automatically populated.
5. By default, the Qualification Date is set to today. Change this if necessary.
6. Select the Qualification
Source from the drop-down.
Values are populated based on the fixed SUB "QUALIFICATION_SOURCE"
system type.
7. Select the Qualification
Method from the drop-down.
Values are populated based on the fixed SUB "QUALIFICATION_METHOD"
system type.
8. Enter the Qualification Batch number.
9. If necessary,
select the Industry from the drop-down.
Values are populated based on the non-fixed SUB "INDUSTRY" system
type.
10. If necessary,
select the SIC Code from the drop-down.
Values are populated based on the non-fixed SUB "SIC" system
type.
11. If necessary,
select the Company Size from the
drop-down.
Values are populated based on the non-fixed SUB "COMPANY_SIZE"
system type.
12. If necessary,
select the Job Function from the drop-down.
Values are populated based on the non-fixed SUB "JOB_FUNCTION system
type.
13. If necessary,
select the Job Title from the drop-down.
Values are populated based on the non-fixed SUB "JOB_TITLE system
type.
14. If necessary, enter the Responder.
15. If necessary, enter any Personal Info.
16. Click Save.
17. If you have more
than one publication audit information defined and want to update the
information of one publication to all the other publications, click Update
for All Publications.
Please note that if one of the publications has a past date, the system
will disable that record and create a new record with today's date.
18. If necessary, add additional demographics:
a. Click Additional
Demographics.
The Additional Demographics screen displays, as shown below.
b. Click Add.
c. Select the Section from the drop-down.
d. Select the Question from the drop-down.
e. Select the Response from the drop-down.
f. Click Save.