Subscription date
The date of the original order for the subscription.
Tracking code
The tracking code for the subscription. This field is only appears for subscriptions that do not have a new order (that is the first order in the subscription is a renewal order).
Note: Subscriptions entered into QuickFill via the "New order" and "Controlled Subs" transactions begin with a "New order." Subscriptions that were imported into QuickFill and subscriptions that have had history orders purged may no longer begin with a new order.
Original channel
The original channel for the subscription. This field only appears for subscriptions that do not have a new order (that is the first order in the subscription is a renewal order).
Renewals
Enter the number of times the customer renewed the subscription. Keep the number of renewals consistent with what you entered in the 'Order type' field.
Order date
The date of the order you are adjusting.
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. You can type a code directly into this field or right click to select one. (Click here for details on tracking codes or renewal effort codes.)
The channel by which the order was obtained. You can type a code directly into this field or right click to select one. (Click here for details on channels.)
Order type
Enter 'N' for a new order, '1' for a first renewal, and '2' for any subsequent renewal. You use this field primarily to change an order that, for some reason, you had to enter as a new order but was actually a renewal.
Classification (audit system field)
Every subscription to an audited publication must be classified under one of the acceptable audit classifications. Right click to see a list of audit classifications. Generally, the 'Adjust qualification data' transaction should be used to adjust this field.
Request Type (audit system field)
Every subscription to an audited publication must have a request type (also referred to as a source). The request type is used to indicate the means by which a subscription was requested or the information source from which you determined that the customer was qualified. Right click to see a list of request types. Generally, the 'Adjust qualification data' transaction should be used to adjust this field.
Controlled (audit system field)
This field indicates whether an order is qualified nonpaid. If the order is a controlled subscription, it will have a check mark.
This tab contains billing and renewal information (such as the timing of the first bill, the renewal series to which the order is attached, etc.) for the order being adjusted.
Agency
You enter in this field the code for the subscription agency from which you received the order. You cannot type directly into this field. Right click to select from a list of agencies you defined previously. If you change or add an agency, you may also want to change the subscription price. (Click here for details on defining agencies.)
The discount rate used to calculate the price for an agency order. This field is automatically filled in with the appropriate rate when an agency order is entered or imported into the database. When changing the entry in this field through the 'Adjust order' transaction, the price will NOT automatically be recalculated.
External order ID
This is an optional field. You might use this to store the order number from a subscription agency, thus tying together all of the individual orders in QuickFill that were received as a single order from the agency.
Term
The number of issues you'll serve for this order. In order to keep your statistical reports accurate, don't include any free or extension issues. If the order you selected is a past order, you can't change this field.
Extension
The number of extra issues you added to the term—usually in response to a cus tomer complaint. In most cases, you should use the 'Extension' transaction to change this field. If the order you selected is a past order, you can't change this field.
Served
The number of issues you served to date for this order. If the number of issues you served tops the sum of the term, free issues, and extensions, QuickFill automatically changes the status of the order from "Active" to "Graced." Similarly, if you reduce the number of issues, so that you still have issues left to serve, QuickFill changes the status from "Graced" to "Active." In most cases, you're better off using the 'Extension' transaction to adjust the number of issues remaining rather than the 'Adjust order' transaction. If the order you selected is a past order, you can't change this field.
Free issues
The number of free issues you offered as an inducement to subscribe or renew. If the order you selected is a past order, you can't change this field.
Served first?
Indicate whether you want to serve the free issue(s) as the first issue(s) of the order. Your choice affects how QuickFill calculates earned income for the order. It also affects the refund QuickFill calculates when a customer cancels a paid order. Free issues do not earn income.
Copies
The number of copies you're going to ship. If you change this field, you may also want to change the subscription price. If the order you selected is canceled or expired, you can't change this field. If it's a group or two-party subscription, you can't change the number of copies here. You must use the 'Group change' transaction.
Service
Enter the service code associated with the order. You can type the code directly into the field or right click once to select from a list of defined codes. (Click here for details on defining service codes.)
Shipping class
Enter in this field a shipping class code or right click once to get a list of shipping codes from which to select. This field is blank for group orders. You must use the 'Group change' transaction to change the shipping class for the ship-to customers.
Gift/Comp
Enter 'G' in this field if the order is a gift and 'C' if it's complimentary. All orders of a subscription don't have to be of the same type. You can convert a gift or a complimentary subscription to a regular subscription. You determine the type of the subscription by the type of the order currently being served.
Cancel reason
This field contains the cancel reason code for the subscription. Right click to select from a list of defined cancel reason codes. (Click here for details on defining cancel reason codes.)
First issue
The issue number and date of the first issue you served for this order. You may right click to select from a list of issues you defined previously. (Click here for details on defining issues.) If this is a future order, this field is blank.
First issue sent on
The date that you served the first issue for this order. If this is a future order, this field is blank.
Prior issue
The issue number and date of the most recent issue you served for this order. Like the first issue field you may right click to select from a list of issues you defined previously. This field is blank if the order you selected has not been served any issues yet.
Last issue sent on
The date that you served the most recent issue for this order.
Next issue
The issue number and date of the next issue that you'll serve for this order. If the order you selected is either a future or a past order, this field is blank. Before changing this field, consider if you should use the 'Suspend' transaction instead. You can use 'Suspend' to suspend a subscription until a specified issue. You get the same effect as if you adjusted the next issue you'll serve, but QuickFill sets the subscription status to "Suspend temporary."
If you make the change with 'Adjust order', you'll have an "Active" subscription for which the customer doesn't receive issues. Moreover, the customer will still receive bills and renewal notices—which doesn't make much sense if the customer wanted to suspend the subscription because he or she was going away for a period of time.
Like the first issue field you may right click to select from a list of issues you defined previously.
Premium
The code for the premium that you've served or will serve for this order. You can either type the premium code directly or right click to select from a list of valid premium codes. (Click here for details on defining premiums.)
Qualified to receive
Check this box if the customer has met the requirements for earning the premium (usually by paying). Leave this field blank if he or she has not qualified.
Deliver with issue
Check this box if you want to deliver the premium with the issue. Leave this field blank if you want to send it separately.
Deliver to bill-to
Check this box to have the premium sent to the bill-to address of a two-party subscription. Normally premiums are sent to the ship-to address.
Premium has been sent
Check this box if you've already served the premium.
Renewal series
The renewal series you'll use to renew this order. Be very careful about changing a renewal series while you're mailing renewals. The messages printed for the new series may prove inconsistent with the original series. Or you may find that QuickFill won't generate any more renewal notices because the new series has fewer efforts than the original one. (Click here for details on defining a renewal series.)
Last notice number
The effort number of the last renewal notice QuickFill generated. This number lets QuickFill know which renewal effort in the renewal series to use next when you run the renewal update. This number may not be larger than the number of efforts in the series. You can restart a renewal series from the beginning by setting this number to zero.
Sent on
The date QuickFill last generated a renewal notice when you ran the renewal update run. This date, combined with the days between efforts you specified in the renewal series, controls when QuickFill will generate the next notice. (Click here for details on defining a renewal series.)
Responded to notice number
The number of the notice the customer returned with his or her renewal. This number can't be larger than the number of the last renewal notice you sent. You can't enter a value in this field if the customer hasn't renewed the order.
Some publishers offer their subscribers the choice of having their subscription automatically renewed when it nears expiration. You can use these fields to record their choice. Choose "No automatic renewal" if the subscription should not be renewed automatically. Choose "Automatic renewal, send bill" if it should be renewed automatically. A bill for the amount due will be produced when it is renewed. Choose "Automatic renewal, using credit card" if it should be renewed automatically using a stored credit card number.
If you change a subscription to "automatic renewal, using credit" card you will be prompted to enter the credit card number and expiration date which will then be stored in the EPS secure server. Conversely, if you change a subscription to not be set for "automatic renewal, using credit card" then the stored credit card number will be deleted. Please note that deletion of stored credit card numbers is delayed until the next 'Issue Labels' update is run. This gives you a chance to correct an inadvertent change without having to call the subscriber and ask them for the credit card number. Click here for more information about EPS and credit card processing in QuickFill.
Since the 'Adjust order' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.
Error messages
n Invalid tracking code
You haven't defined the order source you entered for the new order being adjusted. Enter a valid code or select from a list of valid codes by pressing F2 or right clicking once in this field.
n Invalid renewal effort code
You haven't defined the order source you entered for the renewal order being adjusted. Enter a valid code or select from a list of valid codes by pressing F2 or right clicking once in this field.
n Invalid channel code
You haven't defined the channel code you entered. Select from a list of valid codes by pressing F2 or right clicking once in this field.
n Enter a 'C' (complimentary) or 'G' (gift) or leave blank
The code you entered into the 'Gift/Comp' field is invalid. Enter either 'C' or 'G'.
n You can't change the gift/comp status for this order
You can change the gift/complimentary status of an order only if it is the current order or the order for which you're currently sending bills.
n Orders with no issues remaining cannot be complimentary
You can't change an order to complimentary if you have no issues left to serve for that order. By definition, all complimentary orders have one or more issues remaining to be served.
n No such premium code - press F2 for a list
You haven't defined the premium code you entered. Press F2 or right click to select from a list of valid codes.
n If premium is blank this field must be set to 'N'
You selected the 'Qualified to receive', 'Deliver with first issue', or 'Served' fields, without filling in a premium code.
n Invalid reason code
You haven't defined the cancel reason code you entered. Select from a list of valid codes by pressing F2 or right clicking once in this field.
n Last renewal effort is larger than number of efforts in series
The renewal effort number you entered is greater than the number of efforts in the renewal series. Either reduce the effort number or use a different renewal series.
n Date of last renewal effort is required
The last renewal effort number is not zero, but you didn't enter the date on which you sent the effort.
n Response number cannot be greater than last effort sent
The number of the renewal notice to which the customer responded can't be greater than the num ber of the last renewal notice you sent. So enter a smaller number.