Circulation User Manual
NavigaSupportSetup Manual
  • Circulation User Manual
  • ❶ Introduction
    • Circulation Overview
      • The Basic Concept
      • Summary
    • Application Launcher
    • Navigating the Graphical Interfaces
    • Viewing and Printing Reports
      • The Report Viewer
      • Filtering and Other Options
    • Personalization
    • Mapping
  • ❷ Customer Service
    • Find
    • Documents
    • Alerts
    • Contacts
    • Mapping
    • Viewing Customer Information
      • Subscription
      • Address
      • Occupant
      • Contact
      • Demographics
      • Financial
      • Rate Changes
      • Rates
      • Miscellaneous
      • Transactions
      • Rewards
      • Merchandise
      • Subscriber Info
    • Address and Occupant
    • Transactions
      • Day Pass
      • New Start
      • Stop
      • Restart
      • Complaint
      • Billing Change
      • Delivery Schedule
      • Route/Mail Reassignment
      • Move
      • Temporary Address
      • End Temporary Address
      • Payment
      • Cancel Payment
      • Transfer
      • Refund
      • Refund Write-off
      • Grace WriteOff
      • Notes
      • Delivery Placement
      • Contact
      • Combo Change
      • End Combo
      • Modifying Transactions
      • A Note About Rerating Subscribers
    • Messages
    • Tasks
  • ❸ Route Service
    • Finding Routes
    • Mapping
    • Viewing Route Information
    • Transactions
    • Draw Management
    • Account Information
    • Messages
    • Route Service Reports
    • Setup
      • Route Sequence
      • Route Setup Utility
      • Router Utility
      • Rerouting
      • Substitute Draw
      • Truck Time
    • Account Services
    • Distribution Maintenance
    • Utilities
      • Suspend Route
      • Insert Base and Draw Exports
      • Burt Export
      • GMA/SAM Export
      • Draw Forecast Export
      • Drop Time Import
      • Truck Dock Import
      • Single Copy Draw Import
      • Router Import
      • Max Return
      • Drop Time Entry
      • Truck Validation
      • Truck Check
      • Deadline Override
      • Reseq Drop Order
      • Reseq Depart Order
      • Draw Change Lockout
  • ❹ Publishing
    • Introduction to Publishing
    • Edition Override
    • Multi-Pack Override
    • Edition List Setup
    • Import Bundle Sizes
    • Carrier Mail Export
    • Set Sub-Product Draw
    • Start Publishing Run
    • Press Room Report
    • Transaction Processing
    • Undo Final Tran Proc
    • Distribution Menu
      • Daily Draw Worksheet
      • Edition Drawsheet
      • Enter Bundle Info
      • Stacker Interface
      • Bundle Tops
      • Truck Manifest
      • Route Labels
      • Status/Collect Cards
      • Prev Delivery Labels
      • Adv Reconciliation
      • Single Copy Receipts
    • Mail Menu
      • Print Labels
      • Daily PO Report
      • Finnish Post Export
    • DM Report
    • End Publ Run
    • Press Room Entry
    • Press Room Import
    • Press Room Audit
    • Resupply Documents
    • Publishing Run Status
    • Advance Processing
  • ❺ Dispatching
    • What Is Dispatching?
    • Review Dispatch Items
    • Dispatching Items
    • Compliance
  • ❻ Reporting
    • The Reporting Module
    • AAM Menu
      • Daily
      • Daily Price Level
      • Paragraph 3 by Town
      • Paragraph 3 by Zip
      • Paragraph 3 by Zip/Town
      • Paid and Qualified History
      • History
      • History Price Level
      • Reduced Rates
      • Nth Factor
      • Other Paid Draw
      • Paid Draw by Rate
      • 4% Allowance
      • Subscriber Export
      • Billing Export
      • AAM Draw Export
      • Period Comparison
      • Restate AAM History
      • Digital Access Draw
      • Digital Analysis Report
      • Digital Subscription Audit Report
    • Account Menu
      • Account List
      • Status/Collect Cards
      • Charge/Credit
      • Bond Activity
      • Billed/Unbilled Draw
      • Past Due Letter
      • 1099 Forms
      • 1099 Audit
      • Vacation Pack Labels
      • Drop Credit Audit
    • Audit Menu
      • Transaction Audit Reports
      • Address Audit Reports
      • Occupant Audit Reports
      • Other Audit Reports
      • Setup Audit Reports
    • Churn Reports
    • Management Menu
      • Unearned Revenue
      • GL Interface Journal
      • Audit GL Journal
      • Summary Age Analysis
      • Detail Age Analysis
      • Daily Draw Impact
      • Start/Stop Analysis
      • Retention Analysis
      • Stop Analysis
      • Subscriber Payment Analysis
      • Formal Complaint
      • Complaint Rate
      • Rate by 100
      • District Summary
      • Dispatch Report
      • Address Duplicates
      • Taxable Revenue
      • Draw and Revenue
      • Revenue Comparison Report
      • CC Success Report
    • Market Penetration Reports
    • Postal Menu
      • Financial PO
      • Walk Sequence Cards
    • Route Menu
      • Route Delivery List
      • Route Walk Sequence
      • Complaint
      • Home Deliv Compare
      • Draw Variance
      • Delivery Credit/Draw
      • Draw Analysis
      • Net Draw
      • Pending Messages Report
      • Future Starts Report
      • Router List
    • Single Copy Menu
      • Return Draw Analysis
      • Pilferage
      • Weekly Manifest
      • Single Copy by Day
    • Subscriber Menu
      • Active Mail
      • Active Online
      • Available Refunds
      • Refunds Written Off
      • Refund Cards
      • Grace Due
      • Grace Balance
      • Receivables Aging
      • Writeoff Analysis
      • Grace Written Off
      • End Grace
      • Fee Analysis
      • Fee WriteOff
      • Office Pay Expires
      • Stopped Subscribers
      • Throwoff Subscribers
      • Paid/Unpaid Starts
      • Discount Prediction
      • Subscriber Info Export
      • Balance Forward Bill
      • Undo Balance Forward
      • Subscriber Activity Export
      • Subscriber Activity Import
    • Taxing Menu
      • Tax Exclusion
      • Tax Liability
      • Trans Cost Remit Tax
      • BAS Reconciliation
      • Tax Export
  • ❼ Targeted Marketing
    • Introduction to Targeted Marketing
    • Setup
      • 1. Create a New TM Product
      • 2. Define Selection Criteria for the TM Product
      • 3. Specify the Output Formats for the TM Product
      • Creating New Formats
      • Other Setup Options
    • Processing
    • Undo Processing
    • Selection Summary
    • Copy
    • Campaigns
      • Campaign Setup
      • Canvass Board
      • iServices Campaign Module
      • Business Rules for the iServices Campaign Module
      • Using a Campaign in iServices Subscriber
  • ❽ Tasks
    • Introduction
    • Setup Menu
      • Task Group
      • User Notification
      • Activity Code
      • Task Type
      • Task
      • Alert
    • Tasks Menu
      • My Tasks
      • All Tasks
    • Generating Tasks
    • Tasks in Targeted Marketing and Reports
    • Reports Menu
      • User Statistics Report
      • User Audit Report
    • Utilities Menu
      • Overdue Tasks
  • ❾ Dashboard
    • Introduction
    • Activity by Time
    • Department Activity by Transaction Type
    • User Activity
    • Activity by Source
    • Activity by Reason
    • Activity by Delivery Schedule
    • Complaint Types
    • Task Types
    • Donations
  • ❿ Accounting
    • Introduction
      • Accounting and the General Ledger
      • About Subscriber Rating
      • About Account Rates
      • Subscriber and Account Rating Examples
      • About Payment Authorization
      • About Credit Card Surcharges
      • When to Use Accounting Options
    • Account Billing Menu
      • Selection
      • Processing
      • Billing Journal
      • Invoices
      • Deposit Slips
      • Trans Exclusion
      • Invoice Export
      • Close
      • Invoices on Bundle
      • Missed Invoices
      • Statement Export
      • Undo Processing
      • Billing Run Status
      • Undo Close
      • Interest Calculation
      • Create Bond Charges
      • Create Drop Credits
      • Undo Drop Credits
      • Trial Billing
    • Accruals
    • Account Payments Menu
      • Payment Entry
      • Lockbox Processing
      • Bank Draft Payments
      • Payments to GL
      • Cancel Payment
      • Cancel Credit Payment
      • Payment Journal
      • Cash Batch Audit Journal
      • Apply Unapplied
      • Apply All Unapplied
      • Applied Journal
      • BACS Pre-Notify
      • Proof of Sale Adj
    • Misc. Charge/Credit Menu
      • Miscellaneous Charge
      • Balance Writeoff
      • Cancel Miscellaneous Charge
      • Charges Journal
      • Charge for Complaints
      • Misc. Charges Export
      • Misc. Chg/Cr Import
    • AP/Direct Deposit Menu
      • Interface to AP
      • Midmonth Pmt Export
      • Direct Deposits
      • Credit Journal
      • Vendor Import
      • Vendor Export
      • Vendor Change Report
    • Subscriber Payments Menu
      • Auto Payments
      • Lockbox Processing
      • Batch Payments
        • Business Rules for Subscriber Payments
        • Entering Subscriber Payments
        • How Circulation Determines Term and Length
        • Payments and Discounted Rates
        • Paying for Premium Days
        • Entering Group Payments
        • Generating Rewards
      • Payment Journal
      • Payment Processing
      • Batch Audit Journal
      • Resolve Payments
      • Resolve Journal
      • Pymt Authorization
      • Vindicia Report
      • ACH Status Update
    • Vindicia Payments
    • Subscriber Menu
      • Renewal Notices
      • Undo Renewal Notices
      • Auto Notice Export
      • Send eBills
      • Batch Refunds
      • Refund Journal
      • Refund Writeoff
      • Avail Refund Export
      • Grace Owed Export
      • Grace Writeoff
      • CC Invoice Export
      • Credit Card Expires
      • Trans Cost Export
    • Fiscal Close Menu
      • Close Period (Account)
      • Close Period (Subscriber)
      • Fiscal Close - GL Submenu
        • Export GL
        • Audit GL Transactions
  • ⓫ Utilities
    • Introduction
    • Account Menu
      • Rate Check
      • Draw Export
      • Compare/Update AAM %
      • Update # Households
      • Update Census Tract %
      • Balances
      • Change Recur Charge
      • Holiday Draw
      • Holiday Edition
      • Change Bill Source
      • Change Account ID
      • Rate Change
    • Audience Menu
      • Audience Sync
      • Reset Audience Sync
    • Subscription/Address Menu
      • Batch Addr Hygiene
      • Router Addr Hygiene
      • Change Credit Status
      • Extend Grace Days
      • Dupl Address Edit
      • Dupl Address Report
      • Subscription Purge
      • Address Demographics
      • Product Change Setup
      • Product Change
      • ACS Update
      • Bonus Day Setup
      • Copy Bonus Day Setup
      • Bonus Day Delivery
      • Bonus Day Adjustment
      • Delivery Schedule Change
      • Extend Expire Dates
      • Stop Utility
      • Batch Transactions
      • Sub Length Pricing
      • Auto Accept Batches
    • System Menu
      • Batch Setup
      • Check Disk Space
      • Check Date & Time
      • View/Print
      • Who’s Logged In
      • Process Log Report
      • Purge Process Log
      • Find Fields
      • Purge Session Data
      • Performance Analysis Tools
    • History Purge
    • Setup Menu
      • Bulk Route Changes
      • Bulk Router Updates
      • Truck Validation
      • Route Delivery Sequence
      • Route Delivery Sequence Update
      • Trip Delivery Sequence
      • Trip Delivery Sequence Import
      • Postal Walk Sequence
      • Route Type Change
      • Route ID Change
      • Copy Publ Info
      • GMA/SAM Account Type
      • One Day Rate Change
    • Tools Menu
      • Check Single Copy and Check Home Delivery
      • Move Truck Drop
      • Change Area Code
      • Rerate Subscribers
      • Unlock/Clear Batches
      • Undo Draw Adj Batch
      • Re-Export Interface to AP
      • Re-Export Direct Deposits
      • Re-Export Subscriber Payment Batch
      • Re-Export Direct Debit
      • Find CC Transactions
      • Comboizer
    • Export Menu
      • Subscriber Activity
      • Collectech
      • Subscriber Balances
      • mass2one
      • Rewards
      • Update Cleanse Flag
      • Subscriber Info
      • Draw Impact Export
      • Addresses
      • Subscribe Extract Export
    • Import Menu
      • Billing Change
      • Do Not Call List
      • Subscriber Activity
      • Reward Response
      • Address Information
      • Update Cleanse Flag
      • Communication Hist
      • Auth Import
      • Note Transaction Import
      • Single Copy Demographic Answers
      • Token Account Updater
    • Close Day for AAM
    • Reset End Publ Run
    • Remove End Publ Lock
    • Custom Menu
    • Handheld Export
    • Newsvendor Invoice
    • Weekly Sales Order (WSO) Report
    • Vaulting Service
  • ⓬ Options
    • Introduction
    • Bellatrix Interface
  • ⓭ Appendix A—Glossary
    • A-B
    • C
    • D
    • E-L
    • M-O
    • P-R
    • S
    • T-Z
  • ⓮ Appendix B—File Formats
    • File Formats: An Introduction
    • “Secure” Directory for Private Information
    • 1099 File Format
    • AAM 4% Report Export
    • AAM Billing Export
    • AAM Draw Export
    • AAM Paragraph 3 by ZIP Export
    • AAM Subscriber Export
    • Account Credit Card Payment Formats
    • Account Invoice Scan Line Format
    • ACS Update Format
    • Admail Export File
    • Advance Reconciliation Export Format
    • Audience Sync
    • Auto Notice Export Format
    • Auto Renew Statement Export
    • Available Refund Export
    • Bank Draft Formats
    • Bellatrix Import and Export
    • Bill Format Export Elements (Used for Invoice Export)
    • Bonus Day Adjustment Export Format
    • Bundle Sizes Import Format
    • Burt Address Manager
    • Burt Export Formats
    • Burt Export Formats for TM
    • Cancel Credit Card Payment Format
    • Carrier Collect Invoice Format
    • Chart of Accounts Import
    • Collectech Export Format
    • Desktop Mailer Export
    • District Manager Export
    • Draw Export Format
    • Draw Impact Export
    • Draw Import Format
    • eBill Export Format
    • E-mail Templates
      • General Variables
      • eBill Templates
      • New Password template
      • Digital Vacation Pack template
      • Digital Complaint Template
      • Day Pass Template
      • Start Template
      • Temp Stop - Restart Template
      • Payment Template
      • Tip Donation Template
    • Export/Import Account Rates
    • Export/Import Subscription Rates
    • File Mapping Data Elements
      • 1099 Export
      • 1099 Forms Printing Export
      • Account Lockbox
      • Account Statement Export
      • Address Export and Address Import
      • Alternate Format for Draw Adjustments
      • Alternate Single Copy Draw Change Import
      • Audit GL Transactions
      • Authentication Import
      • Balance Forward Billing Export
      • BAS Reconciliation (Detail)
      • BAS Reconciliation (Summary)
      • Bundle Top Export
      • Campaign Import
      • Carrier Mail Export
      • Cleanse Flag Export
      • Cleanse Flag Import
      • Communication History Import
      • Complaint Export (Detail)
      • Complaint Export (Summary)
      • Credit Card Expires
      • Dispatch Export
      • Do Not Call Import
      • Do Not Call List
      • Draw Adjustments and Returns Import
      • Draw Change Import
      • Draw Forecast Export
      • Drop Credit Audit
      • Drop Time Import
      • GL Audit (Audit GL Journal)
      • GL Export
      • GL Interface Journal
      • Merchandise Report
      • Misc Chg/Credit Import
      • Note Import
      • Office Pay Audit Report
      • Past Due Letter
      • Payment Authorization
      • Postal Billing Export
      • Postal Subscriber Audit
      • Postal Subscriber Full Audit
      • Proof of Sale
      • Renewal Notice
      • Returns Journal
      • Route Data (Route Delivery List Export)
      • Route Labels
      • Router Import
      • Route Smart
      • Single Copy By Day Report
      • Sold Import
      • Stacker Interface
      • Status/Collection Cards
      • Subscriber Activity Export
      • Subscriber Activity Import
      • Subscriber Billing
      • Subscriber Export
      • Subscriber Lockbox
      • Subscriber Payment Journal
      • Subscriber Refund Journal
      • Subscriber Tax Export
      • Subscriber Tran Import
      • Targeted Marketing
      • TM Draw Change Import
      • Token Account Updater
      • Truck Sequence Export
      • Truck Sequence Import
    • General Ledger Interface Format
    • Grace Owed Export
    • Import Vendor Format
    • Insert Base and Draw Export Formats
    • Interface to AP Formats
    • Mail Mart Labels in Targeted Marketing
    • mass2one Export Format
    • Refund Export Formats
    • Refund Writeoff Export
    • Renewal Notice Export Formats
    • Rewards Export Format
    • Rewards Import Format
    • Route Delivery List Export
    • Route Delivery Sequence Update
    • Route ID Change Format
    • Route Type Change Export File
    • Sam Export Formats
    • Single Copy Demographic Import
    • Stacker Interface
    • Subscriber Activity Import Format
    • Subscriber Activity Output Format
    • Subscriber Balances Export Format
    • Subscriber Credit Card Expires Format
    • Subscriber Lockbox File Format (Standard)
    • Subscriber Payment Cancel Export Format
    • Subscriber Payment Formats (Credit Card)
    • Teledirect Formats
    • TM Output File
    • Transportation Cost Export
    • Trip Sequence Import File
    • Truck Manifest Export
    • Vac Pack Label Export
    • Vendor Change Export
    • Vendor Export
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On this page
  • About Day Passes
  • Business Rules and Setup
  • Single Day Passes
  • Day Pass Bundles
  • How Day Passes are Valued
  • Entering a Day Pass Transaction
  • Enter a day pass in Customer Service
  • Viewing Day Pass Transactions
  • Entering a Make Good for a Day Pass
  • Enter a day pass make good
  • Refunding a Day Pass Bundle
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  1. ❷ Customer Service
  2. Transactions

Day Pass

About Day Passes

A day pass is a low-cost, low-commitment alternative to a subscription, allowing access to the digital edition of a publication for a single day. Day passes are popular with casual readers who may not visit the publication website frequently, or read the print publication. Examples of day pass readers might be visitors to the area, researchers who need access to your content for a short period, and customers who occasionally read the publication but do not want to commit to a longer subscription. By offering a day pass plan, you can broaden your engagement with the community while earning extra revenue.

Day pass subscriptions are supported in Circulation. Unlike regular (term) subscriptions, day pass subscriptions do not have a start or stop. Instead, a day pass transaction is created containing one or more day passes.

Day passes transactions are typically interfaced via the Circulation API by the Digital Paymeter or a third party paywall. However, a day pass can be entered in Customer Service, in the case where the customer directly contacts the CSR.

Note that:

  • Day passes only cover a single day (24-hour period). Multi-day or week passes are not supported. However, customers can purchase bundles of day passes (described below) which can be used on different individual days rather than a single time period.

  • To purchase a day pass, a customer must have an e-mail and full address information. “Shadow” users and users with limited address information (e.g. only a ZIP Code) cannot purchase day passes.

  • To purchase a day pass, a payment is required. Only credit card payments using the Hosted Payment Page can be made. Payments cannot be entered for day pass subscriptions outside of a day pass transaction, and transfers cannot be made to day pass subscribers.

  • Day passes must be purchased in advance. Grace periods are not supported.

  • Day passes cannot be auto renewed.

  • Day passes have special rates with a subscriber type of “Day Pass” (see Subscription Rates in the Setup Manual). Day pass rates can have discounts defined for them, but cannot be reduced or promo rates.

  • Day pass subscriptions are ignored by Publishing module options, most reports and utilities, and also by Targeted Marketing selection. However, campaigns can be set up to create day pass subscriptions, and day passes can be reported using the Day Pass Sales and Day Pass Usage reports.

  • The Paymeter also uses iServices Authentication to determine whether the customer has an active day pass. Authentication is also called in order to record day pass usage (the subscriber actually accessing the digital edition) and digital access for AAM purposes. Alternately, day pass usage and digital access records can be imported via the Auth Import utility.

Business Rules and Setup

The following Business Rules govern day pass subscriptions:

  • What is the delivery schedule used for day pass purchases? (Customer Services section).

    • Although day passes are valid on any day of the week, day pass subscriptions must have a delivery schedule for validation reasons. The delivery schedule specified for this Business Rule must be a delivery schedule set up with a subscriber type of “Day Pass”.

  • When entering a make good day pass transaction, which subscription adjust code should be used? (Customer Services section).

    • If you will allow make goods for day pass subscriptions, the subscription adjustment code to use for the make good adjustment must be specified for this parameter.

  • If a day pass is also valid for the next publishing day, should it count for both days in AAM history? (AAM section).

    • You can count a day pass as a single day (copy), but because it is a 24-hour period and readers can typically access the website on two different days, AAM allows a day pass to be counted as two copies.

  • What is the default AAM price level for day pass draw? (AAM section).

    • If you use AAM price levels, the day pass will use the price level associated with the subscriber’s day pass rate. If no price level is specified at the rate level, this parameter determines the price level to use.

  • What is the host name for Day Pass? and What is the URL path for Day Pass? (iServices & Mapping section).

    • The host name and URL to be used with the day pass e-mail template. The template is used to send e-mail to the subscriber after purchasing a day pass.

In addition to day pass rates, in order to offer day passes you must set Allow Day Pass to “y” in Publication setup and have at least one digital edition that allows day pass. The edition determines the AAM column for recording day pass draw, and the access window for a day pass subscription (24 hours or until the end of the next day).

You must also define at least one reason code with a transaction type of “DayPass”, and one “DayPassUsage” transaction type. (The day pass usage transaction is used to track the days used in a day pass bundle.)

Note: If the day pass reason code will be used to determine the rate for the day pass, you must define a start reason code for each day pass reason code, along with a Subscription Rule that has the start reason code selected in the Reason field.

Single Day Passes

A single day pass purchase uses a rate term of 1 day. The day pass begins as soon as the transaction is entered, and is active for 24 hours or until the end of the next day, based on Edition setup. Once the access period is over, the subscription is inactive. However, if the customer purchases another day pass for the same edition, the same subscription ID is used. This allows you to view all of a customer’s day pass history under one subscription.

Day Pass Bundles

Day pass bundles contain a predefined number of day passes paid for in advance; a bundle offers convenience to day pass customers who don't want to pay each time they wish to access your website.

In this case the day pass transaction has a term of greater than 1 day. The actual terms offered are defined in Rate Code setup—for example, your publication might offer day pass bundles of 3, 5, and 10 days.

When a customer purchases a day pass bundle, none of the day passes in the bundle are used initially. Days are used in a bundle based on digital access. If the customer logs in and there are no days currently active in the day pass bundle, iServices Authentication activates the next day pass usage transaction when it records digital access.

When a day pass is used, the value of the day will be subtracted from the subscriber’s balance, and they will have one less day pass remaining in the bundle. When the last day pass in a bundle is used, the subscription will become inactive.

How Day Passes are Valued

When a day pass subscription is purchased, the value of each day (or usage) is determined when the day pass transaction is entered, and this value does not change. For a single day pass there is only one usage, and the value is the one day rate term cost (including tax, if any). For day pass bundles, each day in the day pass has a value, which is used to determine the subscriber’s remaining balance and the amount earned during a period. The days are valued using the following method:

  1. The total cost of the term is divided by the number of days to get the average day cost.

  2. The average cost is truncated to two decimal places. For example, an average of .857 is truncated to .85.

  3. Each day is assigned the truncated average.

  4. The value of all the days is combined.

  5. The combined value of the days is subtracted from the total cost of the term.

  6. Any remainder is added to the first day.

Example: 7 days for 5.00

  1. 5.00 / 7 = 0.714

  2. 0.714 is truncated to 0.71

  3. Days 1-7 are assigned a value of 0.71

  4. 0.71 x 7 = 4.97

  5. 5.00 - 4.97 = 0.03

  6. Value of day 1 = 0.71 + 0.03 = 0.74

And so the days would have the following values:

Day 1 = 0.74 Day 2 = 0.71 Day 3 = 0.71 Day 4 = 0.71 Day 5 = 0.71 Day 6 = 0.71| Day 7 = 0.71 Total = 5.00

Note: When viewing day pass rates on the Rates tab in Customer Service, the average cost per day will simply display for each day, using the usual rounding logic.

Entering a Day Pass Transaction

Follow the procedure below to enter a day pass transaction in Customer Service.

Enter a day pass in Customer Service

  1. Find the occupant who is purchasing the day pass, or add the occupant to Circulation. Day passes can be entered for subscribers or non-subscribers, as long as the occupant has an address.

  2. Select the product, edition, rate and other details for the day pass, in the fields described in the table below.

    Field
    Type
    What to enter

    CAMPAIGN

    setup

    If this day pass subscription is part of a campaign, select the campaign ID here. The campaign may default other fields, such as Source, Reason and Rate.

    PRODUCT, EDITION

    setup

    Select the product and edition for the day pass. Only products and editions flagged to allow day passes or day pass bundles can be selected. Combos cannot be selected, as they are not currently supported for day pass subscriptions.

    START DATE

    date

    The day pass transaction will be processed as soon as it is entered, so today’s date displays as the start date. This cannot be changed.

    SOURCE

    setup

    Select a source code for this day pass, such as “Customer”.

    REASON

    setup

    Select a reason code for the day pass transaction. Day pass reason codes must be defined in advance.

    ZONE

    setup

    Select the AAM zone for this day pass subscriber.

    RATE

    setup

    Select a rate for the day pass subscription, or accept the rate that defaults. Day pass rates must be defined in advance (see Subscription Rates in the Setup Manual).

    REMARKS

    open (unlimited)

    Enter any remarks that pertain to the day pass.

    EMAIL

    open (60)

    Specify the e-mail address that will be used for the day pass access, or click the Find icon to the right of the field to select an e-mail. If a primary e-mail has already been entered for the customer, it will default. If a new e-mail is entered here, it will be added for the customer and display with the customer’s valid e-mail addresses on the Contact tab. Note: E-mails are not directly linked to a day pass. Customers with multiple e-mails defined can log in with any of their e-mails for day pass access.

    PAYMENT TYPE

    predefined

    Only credit card payments can currently be selected for day pass subscriptions, so select “Credit Card” here. This will pop up the Hosted Order Page, as described below, where credit card information is entered.

    DAYS

    setup

    If subscribing to a day pass bundle, select the number of days being purchased. If purchasing just a single day pass, leave this field set to “1”. Only a number of days defined as a term for the selected rate can be chosen here. For example, if the selected rate is for a day pass bundle and has 2-, 5- and 10-day terms, only “2”, “5” and “10” would be available for selection here.

    PAYMENT AMOUNT

    display

    The price of the day pass or day pass bundle displays here.

    DATE

    display

    The payment date displays here. This will always be the current date.

    BATCH

    display

    The payment batch in which the day pass payment is included displays here. Note: As soon as the day pass transaction is accepted, the payment is processed. The payment does not need to be processed by Payment Processing.

  3. Once “Credit Card” is selected in the Payment Type field, the Hosted Order Page displays for credit card information. This is the same process as entering a regular credit card payment using the HOP.

  4. Back on the Transaction tab, click OK to accept the day pass. This will create a processed day pass transaction (Transaction Processing does not need to be run to process the transaction). Payment, AAM and GL records will also be created. The payment will be placed in a batch named “DPYYMMDDxx”, where “YYMMDD” are the year, month and day respectively, and “xx” is a sequence number. This batch will already be flagged as accepted, and the payment will be marked as processed, so there are no further steps required to create the payment.

  5. If this is a new e-mail address (or the New Password button was clicked), an e-mail message will be sent to the customer, including the password and links to the login screen for digital access (e.g. the Digital Paymeter login page) and iServices.

Note:

  • Once a day pass transaction is entered, it cannot be modified.

  • Also note that if you choose to enter a start for a day pass subscriber, you will be prompted to enter a day pass or term subscription (day pass subscriptions cannot currently be converted into term subscriptions).

  • Aside from a start and another day pass, the only transaction available in Customer Service for day pass subscribers is a refund.

Viewing Day Pass Transactions

To view the activation window for an active day pass, or the number of days left in a day pass bundle, simply view the day pass transaction. If the Days is “1”, the subscription is for a single day pass, and the usage will display in the Usage Information area. If the transaction is for a day pass bundle, the number of days displays in the Days field, and one usage will display for each day used so far in the Usage Information area. The unused days and remaining balance in the bundle will also display, above the Usage area.

When viewing or entering a day pass transaction, you can click the New Password button if the customer needs a new password (for example, they forgot their password or did not receive one). This works the same way as the New Password button on the Occupant tab. It changes the password for all of the customer’s e-mails.

Entering a Make Good for a Day Pass

If a subscriber complains that they had an issue using their day pass (for example, the publication website was down, or they could not log in), you can issue them a new day pass without a payment. This is known as a “make good”. It is not recorded as a complaint in Circulation, but creates a payment adjustment for the value of the day pass.

In order to enter make goods, the Business Rule—When entering a make good day pass transaction, which subscription adjust code should be used? must be answered with a valid payment adjustment code, and you must have security permissions for the “DayPassMakeGood” item in Transaction Security.

Note: A subscriber is not required to have a day pass subscription in order to enter a make good. For example, if a customer has several subscriptions, it is not necessary to find the day pass subscription before entering the make good.

Enter a day pass make good

  1. In Customer Service, find the day pass subscriber.

  2. Click the Day Pass icon and enter the fields in the same way as for a normal day pass, with the exception of the Payment Type field. Select “Make Good” in Payment Type.

  3. Click OK to create the make good day pass. A new day pass transaction will be created for a single day, with an adjustment-only payment that equals the value of the day (there will be no tax). The GL transaction for the day pass will debit/credit the GL account specified with the payment adjustment code.

  4. The subscriber will be e-mailed access info for the day pass, as with a normal day pass purchase. In the case of a make good, there will be no initial usage. The usage transaction will be created when the subscriber accesses the website, as with a day pass bundle.

Refunding a Day Pass Bundle

Subscribers with unused days in a day pass bundle can request a refund, if for some reason they will not use all of their days. Refunds for day pass bundles can be entered using the normal Refund transaction. In the case of a day pass refund:

  • The refund amount will be the value of the remaining (unused) day passes in the subscription, and cannot be changed.

  • If the subscriber has multiple day pass bundles with unused days in the subscription, all days will be combined for the refund.

  • As with other refunds entered in Customer Service, the day pass refund will be placed in the active Customer Service refund batch, or in a new batch if none is active.

  • Once the refund is entered, the day pass subscription will be inactive.

Note: Refunds are not available for single (one day) day passes, because the day is activated (used) as soon as the day pass is entered.

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Last updated 2 years ago

Click the Day Pass icon () to enter a day pass purchase for the occupant (this icon is only active if offsite credit card storage and Hosted Order Page settings have been configured). The day pass fields display on the Transaction tab.