Source codes identify the origin of certain actions—for example, if a customer calls to report a late paper, and a complaint is entered, the source of the complaint will be the customer, and a source code such as “Cust” will be used. Source codes entered with transactions are summarized on the District Manager Report, and many other reports as well. In addition, source codes entered with starts may be used in subscriber rating. Source codes can speed data entry and provide for consistent entry formats for producing ad hoc reports based on one or more source codes entered.
Also, Source Setup allows one to choose whether to charge an Activation Fee for a specific source code.
Note: You must set up a source code called “System”. This is the source code Circulation uses for all automatically created transactions.
Business Rules determine the source code for auto renew subscriptions and the default source code for new starts and subscriber payments. Business Rules also determine whether a source code is required for new starts, stops, complaints, moves, billing method changes, route reassignments, delivery schedule changes, temporary addresses, restarts, and subscriber payments.
In character Circulation, select Source from the Codes menu to display the Source Setup screen.
Select Add and complete the following fields.
SOURCE CODE
open (8)
Enter a source code, such as “carrier” or “subscriber”.
DESCRIPTION
open (30)
Enter a description of this source code.
START DATE, END DATE
date
Enter the date range during which this source code can be used. You may leave END DATE blank.
VALIDATE DID NOT ORDER
yes/no
Indicate if this source code should validate against “did not order” reason codes entered for stop transactions. When entering a stop reason code in Customer Service, “did not order” validation will occur if the most recently processed start transaction for the subscription had Validate Did Not Order set to “yes”.
CHARGE ACTIVATION FEE
yes/no
Indicate whether to charge Activation Fees against this Source Code. By default, the value is set to No.
SUBSOURCE REQUIRED
yes/no
Indicate whether entry of a subsource is required when this source is entered.
SUBSOURCE TYPE
predefined
If a subsource is required, indicate whether the subsources should be all carriers, routes, or DMs. Or, enter subsource and define your own subsources in SPECIFICS | SUBSOURCE.
If this source code will be used with new starts, stops, restarts or delivery schedule changes, you may want to create subsources for this source. For example, if you have a source code called “Tele” used for telemarketers who are selling new subscriptions, you might define a subsource for each of your telemarketers, so that comparative sales can be analyzed. You can use routes, carriers, or districts for subsources; or, you can select Specifics | Subsource to define other subsources (see below).
Source codes can be linked to start reason codes in Specifics | Reason Source. When the source code is used in a start, only reason codes linked to the source code can then be entered.
Select Accept to enter the source (and any related subsources) into the Circulation database.
Set up further subsources, or press F4 and select Exit to exit to the Setup menu.
Use the subsource specific to define subsources that are not carriers, routes, or district managers (telemarketers, for example). For source codes with a Subsource Type of “subsource”, you cannot Accept the record until you set up subsources by selecting Specifics | Subsource.
Select Specifics | Subsource from the Source Setup screen to display the Subsource Setup screen.
Select Add and complete the following fields.
SOURCE CODE
display
The source code entered on the Source Setup screen is displayed.
SUB SOURCE
open (8)
Enter a subsource for this source code.
START DATE, END DATE
date
Enter a date range during which this subsource is valid. End Date can be left blank.
DESCRIPTION
open (30)
Enter a description of this subsource.
Select Accept to accept the subsource.
Add more subsources, or press F4 and select Exit to return to the Source Setup screen.
Source codes may be linked to start reason codes, allowing a source code to have a limited number of reason codes that may be entered with it. For example, “Newstart” and “promo” might be the only reason codes valid if source code “customer” is entered for a start. If the source code is “carrier”, on the other hand, reason codes “2wkfree” and “1/2off” might be valid as well.
Note: If a source code is not tied to any reason codes at the time of the start, any reason code can be used with the source. However, if the source code is tied to one or more reason codes, only those reason codes can be entered.
Select Specifics | Reason Source from the Source Setup screen to display the Reason Source Setup screen.
Select Add and complete the following fields.
TRANSACTION TYPE
display
“Start” is displayed here. Currently, only start reason codes can be linked to source codes.
SOURCE CODE
display
The source code entered on the Source Setup screen is displayed.
REASON CODE
setup
START DATE, END DATE
date
Enter the date range during which this start reason code will be valid for the source code. End Date can be blank.
Select Accept to link the start reason code with the source code.
Link more start reason codes to the source code, or press F4 and select Exit to return to the Source Setup screen.
Enter a start reason code that is valid for this source code. The reason code must be defined in advance (see ).
