Defining Subscription Product Rate Code Extensions

At the rate code level, you can renew the product as a different product, or the same product with a different rate code.

To add rate code extensions:

1.    On the Rate and Pricing screen, click Rate Code Extensions.
The Rate Code Extensions screen displays, as shown below.
rate_code_extensions.png

2.    Enter the Number of Issues.

3.    Enter the Grace Issues.

4.    Select the Pay Frequency from the drop-down.

5.    Select whether this rate code includes Back Issues.

6.    Select whether this rate code will be Included in Audit.

7.    Select the Premium Type Code from the drop-down.

8.    Select the Audit Type from the drop-down.

Note.pngA rate code extension must exist with an Audit Type of “Replacement Issue” in order for a replacement issue order to be made.

9.    Click the Renew to this Product link to add a renewal product.

10.  Select the Renew as Rate Structure from the drop-down.

11.  Select the Renew as Rate Code from the drop-down.

12.  Click Save.

Screen Element Description

Subscription
No of Issues Text box. The number of issues or volumes that will be provided with this rate code. When a subscription order is placed, this value determines the end date. Issue-based journals default to 12 issues. Volume-based journals default to 1.
Grace Issues Text box. The number of issues a subscriber will receive beyond the paid subscription. The grace date for the subscription product is calculated as Cycle End Date + Duration of Grace Issues.
Pay Frequency Drop-down. The time frame the customer must pay. For example, Invoice indicates the customer must pay immediately and Monthly indicates the customer can pay on a monthly schedule. If Monthly is selected, the order is automatically created with a monthly payment schedule but can be overridden on the Order Entry screen. This value is validated against the Pay_Frequency fixed type code.
Back Issues Checkbox. When checked, indicates subscribers can purchase previously run issues. Used with Order Entry to determine whether to provide back issues.

 

If this checkbox is selected and this product is manually added as a subscription benefit to a membership order, the customer will receive back issues for the length of their membership.
Include in Audit Checkbox. When checked, indicates subscription orders with this rate will be included in the audit. The ABC and BPA audits will include subscriptions.
Premium Type Code Drop-down.
Audit Type Drop-down. Used to determine in which section of an audit report subscription orders with this rate code will be included. Values are populated based on the fixed SUB "AUDIT_TYPE" system type. The options include:
  • Advertiser and Agency – subscriber is an advertiser or agency; these are non-qualified subscriptions.

  • Individual – subscriber is an individual subscriber; these are qualified subscriptions.

  • Membership Benefit Paid – subscribers are getting subscriptions as a benefit of membership and a portion of their membership dues is allocated to the cost of the subscription; these are qualified subscriptions.

  • Membership Benefit Unpaid - subscribers are getting subscriptions as a benefit of membership for which no portion of their membership fee is allocated to the subscription cost; these are qualified subscriptions.

  • Multi-copy same addressee – multiple subscriptions are being fulfilled to the same subscriber at the same address; these are qualified subscriptions.

  • Non Qualified Digital – the subscriber is receiving a digital subscription; these are not qualified subscriptions.

  • Others – subscribers who don’t fit in any other category; these are not qualified subscriptions.

  • Other Paid – subscribers who don’t fit in any other category but who paid for their subscription; these are not qualified subscriptions.

  • Replacement Issue – identifies a rate code that is used for order lines to fulfill a replacement issue; replacement issues are not considered by BPA audit reports.

  • Rotated or Occasional – identifies subscriptions that are not fulfilled on a regular basis or are rotated; these are not qualified subscriptions.

  • Sponsored individually addressed – subscribers who are receiving subscriptions that are sponsored and addressed to them individually; these are qualified subscriptions.

  • Single Copy Sales – identifies issues that were sold and fulfilled as a single issue, rather than as part of a regular subscription; single copy sales count as qualified circulation.

  • Allocated to Trade Shows – identifies issues that are handed out at trade shows; these issues do not count as qualified circulation.

Renewal Control
Renew to this Product Link. Select the subscription product that this product should renew as. Defaults to the current Product Code. If left blank, the value will default to itself.
Renew as Rate Structure Drop-down. Select the rate structure that this product’s rate structure should renew as. If left blank, the value will default to the product’s original rate structure.
Renew as Rate Code Drop-down. Select the rate code that this product’s rate code should renew as. If left blank, the value will default to the product’s original rate code.