). The stop transaction fields display in the Transactions tab.
| Field | Type | What to enter |
|---|---|---|
| Stop Information | ||
| PRODUCT | setup | Select the publication to be stopped or leave the default. |
| STOP DATE | date | Enter the first date that the subscriber will not receive the subscription. |
| SOURCE | setup | Enter the source code for this transaction, such as “customer” or “carrier”. |
| SUBSOURCE | setup | If this field is active, enter a sub source for the stop (for example, the carrier who called in the stop). |
| STOP REASON | setup | Enter the reason code for this stop, such as “vacation”. If a reminder message is set up for the reason code, it will be displayed in a popup window after this field is entered. The Reason Codes displayed are determined by the subscriber type as follows:
|
| RESTART DATE | date | If the stop is temporary and the restart date is known, enter the first date that this subscription should be restarted. |
| RESTART REASON | setup | If you entered a Restart Date, enter a reason for the restart. |
| VACATION PACK? | yes/no | If this is a temporary stop, indicate if the customer requested a “vacation pack”. This check box defaults based on the reason code.
You can set up your rates to give subscribers some or all of their vacation pack papers for free, based on the rate term. If the subscriber has one of these promotional rates, the number of free full and half vac pack days they have available will be displayed in the Vacation Pack Detail panel. Subscribers receiving a vacation pack promotion will have their expire dates extended by the appropriate number of days.
When entering a temp stop with a reason code that allows digital vacation packs, this and Hold All Days will be flagged and inaccessible. |
| PREVIOUS DELIVERY? | yes/no | If you entered a date in Restart Date, indicate whether a previous day’s paper should be delivered with the restart. This field will be unchecked unless previous papers are offered to restarting subscribers. |
| SEND EMAIL CONFIRMATION | yes/no | An e-mail confirmation message for the stop can be sent to the subscriber, if you have e-mail confirmations implemented for stops and the subscriber qualifies (see About E-mail Confirmations). |
| REQUESTED REFUND? | yes/no | If this is a permanent stop, indicate whether the customer requested a refund of the account balance. This field will not be active if the subscriber has no balance. Transaction Security can be applied to this field to control access at the user level. By default, the field is blank. If a Security ID is assigned, only users associated with that Security ID can access the Requested Refund? checkbox. Users who are not associated with the Security ID will not have access to this field. Transaction Security for this field is configured under: Setup > System > Security > Transaction Security > CSMReqRefund. Checking Requested Refund? does not automatically create a refund transaction. Refunds must be entered separately, either individually or in batches. However, the Available Refunds Report can be run for refund requests, and this report can then be used to enter refunds for subscribers who requested one. |
| REMARKS | unlimited | Enter any remarks that should appear on the carrier’s bundle top and/or the District Manager Report. |
| Vacation Pack Detail | ||
| HOLD ALL DAYS? | yes/no | If Vacation Pack is checked, indicate if the subscriber wants all days held for the vacation pack period. Note that, if a restart date is entered which is beyond the subscription’s expiration date (and the subscriber will go into grace), all days of the vacation pack must be held, and this check box must be selected. |
| SELECTED WEEKDAYS? | yes/no | Select this check box if the subscriber wants only specific days of the week held (e.g., Wednesdays and Sundays) while on vacation. Use the Monday-Sunday check boxes to indicate which days should be held. The availability of this option depends on Business Rules. |
| SPECIFIC DATES? | yes/no | Select this check box if there are specific dates that the vac pack subscriber wants held (e.g., 3/14, 3/17). Then, select the dates from the calendar. The availability of this option depends on Business Rules. |
| DONATE REMAINDER? | yes/no | Select this check box if the vac pack subscriber wants to donate the papers that are not being held. Note that donations are not allowed for subscribers on marketing term rates that are in grace and are only allowed for in grace combo subscribers when donations are forced by vacation credit rules. |
| Donation Detail | ||
| CODE | setup integer (5) | If the subscriber wishes to donate some or all the value of their papers for the stopped period (whether a temporary or permanent stop), enter the donation code, which determines the party that will receive the donation (the current carrier, a specific carrier, prompt for carrier, or a GL account). Donation codes must be set up in advance. A Donation Code cannot be added when creating a permanent stop for a subscription that uses a non-refundable Rate Code. If the subscription’s Rate Code is non-refundable, the donation fields are not available for the permanent stop transaction. |
| ALL DAYS?, DAYS | yes/no integer (5) | If a donation code is entered, indicate whether all days should be donated. For permanent stops, this means all the days remaining in the subscription period. For temporary stops, this means all days during which the subscription is stopped. If you do not check All Days, you can specify a number of days to donate. |
| Refund Detail | ||
| AMOUNT | display | If you checked Requested Refund? the available refund amount is displayed. You can click the Address Override button and enter the address to which the refund should be sent (otherwise, the refund will be sent to the customer’s normal address). Note that if the subscriber is already set up in your AP system, their address will not be updated. |