Move

Use the Move option to move an occupant (and his or her subscription, if applicable) to a new address. An occupant may move to an existing address (already in the Circulation database) or to a new address (when no address record exists). Use this option to move both subscribers and non-subscribers.

A subscriber’s delivery method and delivery schedule may change at the new address. For example, the subscriber may move from a motor route to mail-delivered area, or an area that delivers only Mon-Sat, instead of Mon-Sun.

A Move transaction can also be used to change a subscriber's digital address to a permanent address.

Business Rules determine whether a source code is required for a move. To enter a move for a subscriber:

  • Find the subscriber you are going to move.

  • Click the Address button, and then add or find the address to which the subscriber is moving, using the Address tab. Then click OK. With a non-subscriber, you need only add or find the new address, and the transaction is complete.

  • Once you have added or found the new address, enter information about the move in the fields described in table below. You can also click on the Copies, Mail-To, or Remarks button to enter additional copies, a mail-to address, or remarks about the move transaction.

    FieldTypeWhat to enter

    PRODUCT

    setup

    Select the publication that will move with the subscriber.

    MOVE OUT DATE

    date

    Enter the first date the subscriber should not receive his or her subscription at the old address. The default date is the next publishing date.

    MOVE IN DATE

    date

    Enter the first date the subscription should be delivered to the new address.

    SOURCE

    setup

    Enter the source code for this transaction, such as “customer”.

    REASON

    setup

    Select the reason code, such as “move”, for this transaction.

    ROUTE

    setup

    Enter the route for the move-to address, if route delivered (click the Routes button to enter multiple routes). You must enter either a ROUTE or a LABEL GROUP.

    LABEL GROUP

    setup

    Select the mail label group (such as “main”) for the move-to address, if mail delivered. Label groups are used to group mail subscribers.

    DELIVERY SCHEDULE

    setup

    You can change the subscriber’s delivery schedule, if applicable.

    AAM ZONE

    setup

    Enter the AAM Zone for the move-to address.

    DELIVERY PLACEMENT

    setup

    Enter a delivery placement for the newspaper, if applicable. For example, the subscriber might request that the paper be put under the mat. Delivery placements can default from the router. If there is no delivery placement specified in the router, the subscriber’s delivery placement at the old address will default.

    BILLING METHOD

    predefined

    Enter the billing method for this subscriber, such as “office pay”.

    RATE

    display or setup

    Circulation should display a rate for this subscriber. If you wish to override the automatic rating, enter a rate. A new rate may adjust the expire date—see A Note About Rerating Subscribers for more information.

  • Click OK to accept the move.

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