Renewal Group
If an export format is selected for renewal notices, the renewal notices will print to the file /dti/exchange/cm/renewalsmmdd, where “mm” and “dd” are the month and day. Subscribers with certain rate codes, however, can be exported to a separate ASCII file instead. For example, subscribers with promotional rates might be exported to a separate promotional file, which can then be imported into a different renewal notice template. Renewal groups, defined here, are used to direct renewal notices to separate ASCII files, based on rate code.
To set up renewal groups:
In character Circulation, select Renewal Group from the Codes menu to display the Renewal Group Setup screen.
Select Add and complete the following fields.
| Field | Type | What to enter |
|---|---|---|
RENEWAL GROUP | open (8) | Enter an ID for this renewal group. |
DESCRIPTION | open (30) | Enter a description of the renewal group. |
ASCII FILE NAME | open (30) | Enter the file name for this renewal group. Subscribers in the group will have renewal notices exported to this file in the /dti/exchange/cm directory. |
Select Specifics | Renewal Group Rate Code and enter the subscriber rate codes that belong to this group (see below).
Select Accept to enter the renewal group into the database.
Define another renewal group, or press F4 and select Exit to exit to the Setup menu.
Specifics, Renewal Group Rate Code
Subscriber rate codes are added to renewal groups in this specific. When running renewal notices, if Separate By Group is set to “y”, subscribers with rate codes entered here will be exported to the ASCII file specified for this group.
To add rate codes to a group:
Select Specifics | Renewal Group Rate Code from the Renewal Group Setup screen to display the Renewal Group Rate Code Setup screen.
Select Add and complete the following fields.
| Field | Type | What to enter |
|---|---|---|
RENEWAL GROUP | display | The renewal group is displayed here. |
RATE CODE | setup | Enter a subscriber rate code that belongs to this renewal group. |
START DATE, END DATE | date | Enter the date range during which the rate code should belong to this renewal group. End Date may be left blank. |
Select Accept to add the rate code to the renewal group.
Add more rate codes, or press F4 and select Exit to exit to the Setup menu.
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