This tab displays information for the selected order. Please note, some of the fields listed below are marked with asterisks (**). These fields will only be displayed when they contain nonzero or nonblank data.
Click on the next record toolbar button, and QuickFill displays the next order in the list, if any. Click on the prior record toolbar button, and QuickFill shows you the previous order.
Order #
The order number of the new order or renewal order at which you are looking.
Order Date
The date you entered the order into QuickFill. (Don't confuse this date with the date of the first issue you served.)
Batch
The batch number of the new order or renewal batch in which you entered this order. This number is helpful when you want to trace the order back to the original paperwork. (Click here for an explanation of batches.)
Type
The type of order (such as, New, 1st Renewal, Renewal, etc.).
Here is a list of possible statuses: (Click here for a list of status codes. )
Order status: |
Description: |
Active |
You are currently serving issues for this order. |
Future |
This order is a renewal. It will become the active order when the current order is completed. |
Graced |
The term of this order is finished, but you're continuing to serve issues up to the limit you specified on the publication definition form. If the customer renews the subscription, QuickFill will transfer the extra issues served to the renewal order. |
Expired |
The term of this order is finished and you've served any grace issues. |
Suspended indefinitely |
You are not serving issues for this order because you've suspended it until further notice. The order remains in this status until you enter a "reinstate" transaction. |
Suspended temporarily |
You are not serving issues for this order, because the customer has asked that it be suspended until a specific issue. QuickFill will automatically return the order to active status when the issue the customer specified becomes the current issue. |
Suspended for nonpayment |
You are not serving any issues for this order, because the customer has not yet paid his or her balance due. QuickFill assigns this status to an order when a billing series reaches the "suspend point." |
Canceled for nonpayment |
The subscription (and all the current and future orders in it) was canceled for nonpayment. QuickFill cancels a subscription when you've sent the customer a last bill and he or she has failed to pay the balance due. |
Canceled at expiration |
The subscription was canceled at the end of its term at the request of the customer. The customer said that he or she didn't want to renew the subscription but wanted to receive the remaining issues in the subscription. |
Canceled by request Canceled, cancel reason |
The subscription was canceled at the request of the customer. You did not serve the issues remaining at the time of the cancel request. (The customer said he or she didn't want the remaining issues, perhaps because he or she wanted a refund for the balance due instead.) If you use cancel reason codes, "Canceled, xxx" (where "xxx" is replaced by the description for the cancel reason code) will be displayed instead of "Canceled by request." |
Canceled by publisher |
A controlled order (audit system only) that was canceled because a renewal or a requalification was entered for it. In addition, this status is used to indicate an order that was canceled by the 'Cancel subscriptions' update. |
Canceled and transferred |
An order that was canceled as a result of a group change transaction. The unearned balance of the order was transferred to a replacement order to accommodate a change in the membership of the group. |
Copies
The total number of copies ordered. For group orders, this figure equals the sum of the copies ordered for each ship-to address.
Shipping class
The shipping class QuickFill uses to serve this order. You define the shipping class codes on the 'Shipping' tab of the 'Publication' definition screen. For group subscriptions, QuickFill leaves this field blank because you specify a separate shipping class for each ship-to address. You can see these shipping classes by clicking on "Shiptos" when you're viewing the subscription list.
Service code
The code indicating the service (print, electronic delivery, etc.) by which the customer is receiving the publication.
Term
The number of issues the customer ordered (not including any free issues that may be part of the offer).
Free issues
The number of free issues the customer qualified for. This number may be zero if you offered free issues but the customer didn't qualify .
Extension
The number of issues by which you extended the order. You usually enter extensions when a customer claims he or she failed to receive one or more issues.
Total
The sum of the term, the free issues, and the extensions.
Issues served
The number of issues you served to date for this order. This number will always be zero for complimentary subscriptions.
Issues remaining
The number of issues you still have to serve for this order.
**First issue…sent
The issue number and issue date of the first issue that you served for this order. The date on which you ran the issue update that served the first issue for this order is also displayed.
**Previous issue…sent
The issue number and issue date of the most recent issue that you served for this order. The date on which you ran the issue update that served the previous issue for this order is also displayed. QuickFill doesn't show the previous issue field for future orders—that is, orders that haven't yet started.
Next issue
The issue number and issue date of the next issue you'll serve. Usually, the next issue number will be one greater than the previous issue number. But this won't hold true if the subscription has been suspended. This field doesn't appear for canceled, expired, or renewal orders that haven't yet started.
Expire issue
The last issue that you'll serve for this order (assuming you're not sending grace issues and the order isn't or doesn't become suspended). This field doesn't appear for future orders. In addition, if a subscription is complimentary you will see the word "COMP" instead of an expiration date.
Price
The total price for the order, based on the total number of copies, the term, and the offer associated with the tracking code or renewal effort. Com plimentary subscriptions always have a price of zero. (Click here for details on renewal efforts and tracking codes.)
Tax
The amount of sales tax charged for the order. For group orders, the amount of the sales tax is based on the tax jurisdiction of each ship-to address.
Shipping
The amount charged for shipping, based on the shipping class and the shipping charges you defined on the publication definition form. (Click here for details on the defining shipping charges.) For group orders, you specify a separate shipping class for each ship-to address.
Total
The sum of the price, tax, and shipping.
Paid
The total amount paid to date for this order. This figure includes actual payments, plus any credit carried forward from a previous order, and any payment transfers that you may have made from other orders. Check the subscription history to see the transactions that actually make up this total payment amount.
Refunded
The total amount you've refunded to date. QuickFill may generate refunds automatically if the credit balance tops the minimum refund amount that you defined on the publication definition form. (Click here for details on the defining refund policies.) You may also generate refunds manually by using the 'Refund' transaction.
Refund pending
The amount that will be refunded the next time you run the refund update. After the update is run, this field will be zero and will not be displayed on the screen. If, for example, you process a refund transaction for $10.00 for a customer, then both the Refunded and Refund due fields will show a balance of $10.00. When you run the refund update the report will include the $10.00 for this customer so that you can write the actual refund check. After the refund update has been run the Refunded field will still show $10.00, but the Refund due field will not be displayed anymore.
Amount due
The total amount due for the order. If you've written off the balance due, this amount may be zero even if the total payment doesn't equal the total price. For com plete details on the amount due, see the accounting summary on the 'Accounting' tab of the detailed order display.
Source
The tracking code (if the order is a new order) or renewal effort code (if the order is a renewal order) that produced the order.
Channel
The channel by which the order was obtained. (Click here for details on channels.)
Purchase order
The customer's purchase order number.
Premium
The code for the premium the customer selected when he or she placed the order. After this code, you'll see one of the following phrases:
"has been served" |
The customer qualified for the premium, and you've already sent it. |
"to be served" |
The customer qualified for the premium but you haven't sent it yet. |
"to be served if paid" |
The customer selected a premium but will not qualify to receive it until he or she pays. |
Payment date
The date of the most recent payment, if any.
Payment type
The type of the most recent payment, if any.
Payment number
The identification number associated with the most recent payment, if any. This might be a check number, the last four digits of a credit card number, or a wire transfer number.
Billing series
The code and description for the billing series you'll use if there's an amount due on this order that is more than the minimum bill amount you specified on the publication definition form. You get the correct billing series from the publication definition form or from the tracking code you used when you entered the new order. For renewal orders, you get the correct series from the re newal series of the previous order. (Click here for details on billing series.)
First billing effort
Last billing effort
Cancel bill sent
QuickFill will display the effort number and date on which you ran the update that generated the first bill as well as the date and effort number of the most recent bill. If the most recent bill was a cancel bill, you'll see the effort number, date, and the words "Cancel bill sent" next to 'Last billing effort'. The "cancel" bill is for issues that a customer had received before he or she canceled the subscription. You choose whether or not to send cancel bills on the publication definition form (click here for details on the defining the cancel policy for unpaid orders).
Responded to effort
The effort number that appeared on the invoice the customer returned when he or she paid. This number does not necessarily correspond to the number of the last effort you actually sent the customer. That's because he or she may have returned an earlier notice with payment.
First bill
This line describes billing delays you set up earlier for this order (click here for details on the options for sending the first bill). You'll see one of these three phrases:
"to be sent with issue" |
The bill will be enclosed with the first issue. |
"to be sent no earlier than xxx days after first issue" |
The bill will be delayed at least "xxx" days after you served the first issue. If you specify "xxx" as 0, QuickFill generates the bill in the first billing update you run after the customer receives his or her first issue. |
"to be sent no earlier than mm/dd/yy" |
You select this option usually for special promotions—for example, "you'll receive no bill until after the holidays." |
Please note, the last billing option applies to renewal orders as well as new orders. The other two billing options apply to new orders only. By default, QuickFill generates a bill for renewal orders immediately. It doesn't wait for you to serve the first issue unless you check the 'Delay the billing of renewal orders until their first issue has been served' field on the 'Billing' tab of your publication definition.
Renewal series
The code and description for the renewal series that you'll use to try to renew this order. You get the renewal series from the publication definition or from the tracking code you used when you entered a new order. You get the renewal series for renewal orders from the last renewal series you used. (Click here for details on renewal series.)
Last renewal effort
The effort number for the most recent renewal notice you sent. Next to this effort number, you'll see the date you ran the update that generated the renewal notice.
Responded to effort
The effort number that appeared on the notice the customer sent in when he or she renewed. This number does not always correspond to the last effort you sent. That's because a customer might send in an earlier notice. (This field appears only if the customer has renewed.)
Agency
The code and name of the subscription agency from which you received the order. QuickFill always addresses bills to this agency. If the renewal series has been defined so that notices for agency subscriptions go to the agency, QuickFill will address renewal notices to this agency.
Discount
The discount rate used to calculate the price for an agency order.
External ID
The external order identifier (optional).