Circulation Setup Manual
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  • Circulation Setup Manual
  • ❶ Introduction
    • Naviga Circulation and the Setup Process
    • Navigating in Circulation Setup
    • Navigating in Graphical Setup
    • Using this manual
  • ❷ Subscription
    • Introduction
    • Address Menu
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      • Renewal Override
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      • CC Token Prefix
  • ❸ Business
    • Introduction
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      • AAM Report Headings
      • Paid/Qualified Row
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  • ❹ Distribution
    • Introduction
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  • ❺ Accounting
    • Introduction
    • Account Billing Menu
      • Bill Source
      • Age Period
      • Bill Format
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      • Finance Charge
      • Remit Address
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      • Terms
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      • Draw Adjustment
      • Distribution Code
      • Default Recurr Chrg
    • Account Setup Menu
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    • General Ledger Menu
      • Company - GL
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      • Chart of Acct Import
      • Company
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      • CR GL Account
      • Account Payment Adj
      • Charge/Credit Code
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      • Publication
      • Sub Payment Adjustment
      • Unearned Revenue
      • Payment Holding Acct
    • Account Rates Menu
      • About Rate Setup
      • Drop Rates
      • Export/Import Account Rates
      • Account Rates
    • Subscription Rates Menu
      • Source
      • Reason
      • Rating Validation
      • Export/Import Subscription Rates
      • Subscription Rates
      • Maintaining Subscription Rates
      • Delivery Fee
      • Fee Code
    • Campaign
    • Campaign Properties
    • Campaign Group
    • Renewal Campaign
    • Import Campaign
    • Taxes Menu
      • Tax Authority
      • Exempt Reason
      • Charge/Credit Code
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      • Tax Authority Exempt
      • BAS Category
  • ❻ System
    • Introduction
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      • Security ID Change
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      • Add On Activation
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      • Security Threshold
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      • Purge Private Info
      • Division
    • Time Zone
    • Report Configuration
    • File Map
    • Pymt Auth Messages
    • Website
    • Translation
  • ❼ Business Rules
    • Introduction to Business Rules
    • AAM
    • Account Export
    • Account Finance
    • Account Invoice
    • Account Journal
    • Account Payments
    • Account Setup
    • Address Cleansing
    • Circ API
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    • General
    • Import Sub Activity
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    • iServices & Mapping
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    • Login
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    • Pymt Auth - Account
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    • Pymt Auth - Vindicia
    • Reports
    • Returns
    • Rewards
    • Route Processing
    • Route Services
    • Subscriber Acctg
    • Subscriber Billing
    • Subscriber Payments
    • Transportation Cost
    • Household Management
  • ❽ Miscellaneous and Utilities
    • CTI API Properties
    • Documents
    • Mapping Properties
    • SSO Properties
    • Copy AAM Headings
    • Copy Business Rules
    • Copy Publ Info
    • Copy Router By Publ
    • Copy Routes
    • Create RouteDelSched
    • Delivery Schedule Verify
    • Mass Import/Export
  • ❾ Deprecated Features
    • Marketing Terms
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  1. ❺ Accounting
  2. Subscription Rates Menu

Export/Import Subscription Rates

PreviousRating ValidationNextSubscription Rates

Last updated 2 years ago

This option is used to export subscriber rates, modify them in Excel or other third-party program, and import the changes back into Circulation. For example, you may want to create a new promotional rate structure that is similar to an existing promotional rate structure.

The formats of the files that are exported and imported are given in Appendix B of the User Manual.

Keep the following tips in mind when modifying rates:

  • When importing new rate information, be sure to include all files that pertain to the rate. For example, if importing new auto pay terms for a combo, include both the Auto Pay Terms and Auto Pay Terms By Product Mix files.

  • For each imported rate, the start date you have defined will be the effective date of the changes. When the records are imported back into Circulation, the old records are end-dated one day prior to the start date you defined.

  • For flat rates, you need to change only the Total Amount figures.

  • For amount-by-day variable rates, ignore the Total Amount column and enter information only in the weekday amount columns. The Total Amount is ignored during import, and will be recalculated in Circulation.

  • For percent-by-day variable rates, enter information in both the Total Amount and weekday percent columns.

  • Day pass rates will be ignored by Export/Import Rates.

Import or export subscription rates

  1. In Graphical Setup, select Accounting | Subscription Rates | Export/Import Rates to display the Export/Import Subscription Rates window.

  2. Click Add and enter import/export information in the fields described below. When exporting rates, you specify the rates you wish to export, as well as the names of the files that will be created in the /dti/exchange/cm directory. For example, location rules associated with the selected rates will be exported to a separate file, whose name is specified in the Location Rule field. When importing rates, you specify the files you wish to import.

    Field
    Type
    What to enter

    ACTION

    predefined

    Indicate whether to import or export subscriber rates.

    READ OPTION

    predefined

    If importing rates, indicate whether to run the import in edit mode (rate changes will be validated but not updated) or commit mode (rate changes will be updated in Circulation).

    PRODUCT

    setup

    If exporting rates, select the product whose rates should be exported (you can choose multiple products by selecting “*” in the pull-down list).

    RATE TYPE

    predefined

    If exporting rates, indicate which types of rates should be exported (Balance Forward, Normal, Reduced, Retail, Promo), or multi-select types.

    SEARCH DATE

    date

    If exporting rates, enter the export date. Only rates active on this date will be exported.

    RATE CODE

    setup

    If exporting rates, select the rate code to export, or multi-select rate codes.

    FILE NAMES

    open (20)

    If exporting rates, enter the names of the files that should be exported for each category of rating information. If importing rates, enter the files that should be imported (they must exist in the /dti/exchange/cm directory). In either case, if you leave a field blank no data will be exported/imported for that category. For example, if exporting rates and a file name is specified only for RATE TERMS, only rate terms information is exported. Note: The Auto Pay Terms by Product Mix and Rate Terms by Product Mix fields pertain only to combo rates. The amounts assigned to each component product in the combo is exported/imported in these files.

  3. Select OK and then Continue to begin the export or import process. A report displays the files that were exported or imported.