Subscription Setup

On the Subscription Setup page, you can edit the subscription setup that was created during Subscription product creation.

To access the Subscription Setup page:

1. From the Subscription Product Summary, select Subscription Setup from the Subscription tab.
   
   The Subscription Setup page displays.
2. To edit the fields on the page, select the edit pencil icon to open the fields for edit.
   

Screen Element	Description
Fulfill Type	Drop-down. This indicates whether the product will be fulfilled by issue or volume. “Issue” indicates that customers can subscribe anytime. “Volume” indicates that customers can only subscribe at the beginning of the period of distribution. Values in the drop-down are populated based on the fixed codes defined for the SUB "FULFILLMENT_TYPE" system type.
Renew Window	Drop-down. This indicates the time period within which customers can renew the subscription. When the period ends, the subscription is considered new. Values in the drop-down are populated based on the fixed codes defined for the SUB "RENEW_WINDOW" system type.
Start Issue Code	Drop-down. This field is only available when “Issue” is selected for the Fulfill Type. This value 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). Values in the drop-down are populated based on the fixed codes defined for the SUB "START_ISSUE" system type. If "Current Issue" is selected, the Back Issue toggle should be set to Yes on the Rates and Pricing screen so the system can fulfill back issues if the current issue has already been fulfilled.
Cut-Off Period	Drop-down. This field is only available when “Volume” is selected for the Fulfill Type. 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. Values in the drop-down are populated based on the fixed codes defined for the SUB "CUTOFF_WINDOW" system type. The available options are: 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.
Default Grace Issues	Text box. This indicates how many issues the customer will receive after the subscription expires.
Frequency	Drop-down. The frequency code of the subscription product. If the subscription is defined to display on the web, the frequency selected will display on the product detail page. Values in the drop-down are populated based on the codes defined for the non-fixed SUB "FREQUENCY" system type.
Ship Country	Drop-down. The country from which fulfilled issues are shipped. It is validated against the app_country table and is used in the postal zone reports.
Ship Location	Drop-down. 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. Values in the drop-down are populated based on the non-fixed codes defined for the "SHIP_LOCATION" system type.
ICN Code	Text box. The International Catalog Number. This is used for informational purposes only.
Can Change Start Date	Toggle. When set to Yes, indicates the default start date can be changed from the Order Entry screen.
Can Change End Date	Toggle. When set to Yes, indicates the default end date can be changed from the Order Entry screen.
Update Transcript Service	Toggle. When set to Yes, indicates when a subscription is cancelled, the Subscription Service Until Date for the transcript needs to be reset based on the date of the last issue delivered. Cancelling a subscription does not change the original end date on the order, so the Subscription Service Until Date for the transcript cannot stay as the subscription order end date.
Print Edition	Toggle. When set to Yes, indicates an issue in the publication will be fulfilled in print form. A print publication requires that the subscriber have a valid mailing address. If a publication is both print and digital, then both checkboxes should be set to Yes. At least one toggle MUST be set to Yes. If both the Print Edition and Digital Edition toggles are set to Yes, then SUB670 and SUB671 will fulfill an issue(s) if the constituent has a BAD address only if the constituent also has an email address defined. If the "Print Edition" and/or "Digital Edition" toggles are set to Yes and the subscription is defined to display on the web, the format will display on the product detail page.
Digital Edition	Toggle. When set to Yes, indicates an issue in the publication will be fulfilled electronically. A digital publication requires that the subscriber have a valid email address. If a publication is both print and digital, then both checkboxes should be set to Yes. At least one toggle MUST be set to Yes. If both the Print Edition and Digital Edition toggles are set to Yes, then SUB670 and SUB671 will fulfill an issue(s) if the constituent has a BAD address only if the constituent also has an email address defined. If the "Print Edition" and/or "Digital Edition" toggles are set to Yes and the subscription is defined to display on the web, the format will display on the product detail page.
Opt Out of Email Alert	Toggle. When set to Yes, subscribers will have the option of opting out of receiving email alerts that their digital publication is available. For digital publications that will be delivered weekly, monthly, or according to a schedule that is not daily, an email alert will be generated to each subscriber when the issue is available. BPA rules say that an organization can allow their subscribers to opt-out of receiving the email alert. This toggle is disabled unless the Digital Edition toggle is set to Yes.