Transfer

Occasionally, subscribers ask to transfer money from their account to another account. For example, a subscriber who is moving out of state may transfer his or her remaining subscription copies to a friend who is also a customer. A transfer out will create both a transfer-out transaction (for the subscriber giving the transfer) and a transfer-in transaction (for the subscriber receiving the transfer). Transfer-in transactions can only be viewed—to modify the transfer, you must modify the transfer-out transaction.

When a transfer is entered for a combo subscription, the total transfer amount will be split among all components products of the combo using percentages derived from Rate Setup. For example, a total transfer amount of 15.00 could be split into an 11.25 transfer from one product and a 3.75 transfer from a second product (assuming the combo contains two products). In this example, the first product makes up 75% of the combo’s rate, so 75% of the total transfer amount will come from that product.

To transfer a balance:

• Find the customer whose balance you will be transferring.

• Click the Transfer button ().

  
• Complete the fields described below and click OK.

  Field	Type	What to enter
  Transfer Information
  PRODUCT	setup	Select the publication for which funds are being transferred.
  TRAN DATE	date	Enter the date on which this transfer out should take place. The balance and number of copies available will be displayed.
  SOURCE	setup	Select the source code for this transaction, such as “customer”.
  REASON	setup	Select the reason code for this transaction, such as “move” or “transfer”.
  DAYS	integer (5)	Enter the number of days of the subscription that should be transferred.
  AMOUNT	decimal (7)	If you did not enter a number in Days, enter the amount of the subscriber’s balance that should be transferred.
  TOTAL TRANSFER	display	Shows the total amount of the transfer, including all components of a combo subscription. Will be the same as Amount for non-combo transfers.
  TRANSFER	setup	Enter the ID (or name or telephone number) of the occupant who should receive this transfer, if transferring to another subscriber.
  Donation Information
  DONATION	setup	If transferring to a carrier or other party (such as an NIE program), enter the donation code.
  Remarks
  REMARKS	unlimited	Enter any remarks regarding this transaction.