Subscribers can donate amounts to a carrier account, NIE program, nursing home or other entity as part of the following transactions:
Permanent stop. All or part of the remaining balance (available refund) may be donated.
Temporary stop. All or part of the temporary stop days can be donated, and the expire date adjusted accordingly.
Restart. All or part of the temporary stop days can also be donated as part of the restart transaction.
Transfer. A specified amount can be transferred from the subscriber’s account to whoever receives the donation, and the expire date adjusted accordingly.
Donations will credit either a carrier account or a specific GL account (as in the case of an NIE program). Donations applied to carriers create a miscellaneous credit.
In character Circulation, select Donation from the Code menu to display the Donation Setup screen.
Select Add and complete the following fields.
DONATION CODE
open (8)
Enter an ID for this donation code.
START DATE, END DATE
date
Enter a start date and, optionally, an end date during which this code may be used.
DESCRIPTION
open (30)
Enter a description of this donation code.
EMPLOYEE TYPE
predefined
Indicate if this donation code is valid for Employees, Non-Employees, or Both.
Select Accept to save the donation code. To enter more information, you would select Donation from the Specifics menu.
Set up more donation codes, or press F4 and select Exit to exit to the Setup menu.
Select Donation Info to make a donation code valid for specific publications or all publications and define the donation type.
Select Specifics | Donation Info to display the Donation Info Setup screen.
Select Add, and enter the information described in the table below.
DONATION CODE
display
The donation code is displayed.
PRODUCT
setup
Select the product for which this donation code is valid, or enter “*” to select all products.
START DATE, END DATE
date
Enter a start date and, optionally, an end date during which this code may be used.
DONATION TYPE
predefined
Indicate whether donations using this code should be applied to the current account, ask for account (the associate will be prompted for an account ID while entering the transaction), specific account, or GL account.
COMPANY
setup
If the donation type is “GL account” or “specific account”, enter the company for the GL account or carrier account (a GL account or carrier account may belong to several companies).
GL ACCOUNT
setup
If the donation type is “GL account”, enter the GL account that should be credited when this donation code is used.
ACCOUNT, BILL SOURCE
setup setup
If the donation type is “specific account”, enter the carrier account number that should be credited when this donation code is used. Also enter the bill source which should be credited (a carrier account may belong to several bill sources or companies).
CHARGE CODE
setup
ENTER ON WEB WEB DESCRIPTION
yes/no open (30)
These fields are used by iServices. You can control whether subscribers can use this donation code when entering temp stops. If so, enter the description that should display with it the donation code. Note: These fields will be skipped if the Donation Type is ask for account.
Select Accept to save the information.
Enter donation information for another product, or press F4 and select Exit to exit to the Donation Setup screen.
If this donation applies to a carrier, enter the charge code for the donation transaction. For more information about charge codes (see ).
