Import Sub Activity

The settings in this section are used by the Subscriber Activity Import option.

• 1. If a valid subscription ID exists should validation be done only on the house number and ZIP code? B (Client) This setting controls whether the occupant information should be validated when a valid subscription ID is found (either a Circulation subscription ID or an external subscription ID from another system). When this Business Rule is set to “yes,” only the house number and ZIP Code of the address will be validated if a subscription ID exists; first name, last name, and other occupant information will not be validated. The default setting is “no.”

• 2. Should the occupant's phone number be updated when the imported phone number does not match that of the database? B (Client) If the occupant’s phone number in the subscriber activity import file does not match the phone number in Circulation, it may be updated in Circulation, as governed by this setting.

  Value
  Yes	Yes, the occupant’s phone number should be updated by the phone number in the subscriber activity import file.
  No	The occupant’s phone number should not be updated.

• 3. Are ‘downgrades’ in delivery frequency (fewer days of the week) allowed when importing a delivery schedule change? BCP (Client) This setting determines whether delivery schedule changes can be imported when the new delivery schedule has fewer days than the old delivery schedule (for example, if the subscriber is changing from 7-day to Sunday-only).

  Value
  Yes	Delivery schedule downgrades should be allowed.
  No	Delivery schedule downgrades should not be allowed. A delivery schedule change containing downgrade will be rejected during the import.

• 4. Should a sub-source be created if the sub-source does not exist in the database? BCP (Client) Starts can be interfaced with subsources (for example, if the source is “carrier” the subsource might be the individual carrier responsible for the start). If the subsource is not defined in Circulation, this setting determines whether the subsource code should be created.

  Value
  Yes	The subsource code should be created in Circulation, if it is not already defined.
  No	The subsource code should not be created. A start containing a subsource code that is not defined will be rejected during the import.

• 5. What is the complaint code for formal complaints created from complaints imported through Subscriber Activity Import? BCP (Client) If you use the Circulation’s complaint escalation feature, interfaced complaints may create a formal complaint. This setting determines the complaint code for the system-created formal complaint.

• 6. If an active subscription exists at an address, should a new start transaction for a different occupant be rejected? BCP (Client) If this rule is set to “yes”, any new start (office pay, carrier collect, paid complimentary, unpaid complimentary or third party) will be rejected when a subscription (active, pending or temporarily stopped) already exists at the address. The default is “no”.

• 7. Should a new start be rejected or suspended if the subscriber has a bad credit status? BCP All new starts will be either rejected or suspended when the credit status is defined not to accept subscriptions. The default is “Rejected”. (Client)

• 8. Should new starts that cannot be routed be rejected or suspended? BCP (Client) All new starts imported from the Subscriber Activity Import that are not routable will be rejected or suspended. The default is “Rejected”. (Client)

• 9. How should imported starts with a delivery method of mail be handled if the address is routable? BCP (Client) This setting determines if starts should be Accept(ed), Reject(ed), or Suspend(ed) when the delivery method is mail but the address is routable. The default setting is “Reject.”

• 10. Should an address be created if the imported address does not exist in the database? BCP (Client) This setting determines if an imported address that does not exist in the database should be created. The default is “No.”

• 11. Should billing changes to the same rate code be allowed? BCP (Client) Billing changes can be imported using the same rate code that the subscriber is currently on if this Business Rule is set to “yes”. If this rule is set to “no” (the default) such changes will be rejected.