Reduced Rates

Rates are defined as either normal, promotional (temporarily discounted), or reduced (permanently discounted). For details, see Rate Code in the Setup Manual.

AAM requires the reporting of reduced subscription rates. This includes reduced and promotional rates, as well as discount amounts for subscribers whose payment did not exactly match a rate term, and so were given the closest matching rate term.

The “Payment Amount” column shows the portion of the payment used to determine the rate term and duration. The “Total Payment for ‘XXX’ Rate Code” column includes calculated taxes.

To produce the report:

  • Select Reduced Rates from the AAM menu to display the AAM Reduced Rate Report window.

  • Click Add and complete the following fields.

    FieldTypeWhat to enter

    PRODUCT

    setup

    Enter the publication you are creating the report for (enter “*” to multi-select publications).

    START DATE END DATE

    date

    Enter the date range to cover in the report.

    DATE TYPE

    predefined

    Indicate whether the date range should be based on when a payment became effective or when the payment was entered. The distinction is that a payment might be entered by an associate on, say, 3/15, but take effect on 4/1.

  • Click OK and then Continue to process the report.

Example—Reduced Rates Report

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