Create a vacation transfer

A vacation transfer allows you to temporarily change a print subscription's delivery address.

Transfers cannot overlap with other stops. You can edit or cancel existing transfers in the scheduled stops/starts grid.

Navigation

You can find this feature under the stop tab. To navigate here, perform a subscription search, and then select the stop tab.

Helpful Information

Here are some helpful pointers when creating or updating vacation transfers.

• Transfers must comply with the vacation cut-off times table. For example:

  Sun for Mon | 07:00 PM Sun translates to For a Monday transfer, the cutoff must occur by 7:00 PM Sunday.

• If the temporary delivery address is within a delivery route, a carrier will deliver the subscription per usual. Otherwise, the subscription will ship via mail and may lead to a later delivery.

• This workflow can help determine how and when to process vacation transfers.

Create a Vacation Transfer

To create a vacation transfer:

1. Select vacation transfer. The add new vacation transfer feature appears.

2. Choose a stop date and resume date. Adhere to the vacation cut-off times table.

3. Enter a temporary delivery address into the corresponding fields.

4. Select a transfer reason.

5. Confirm the disclaimer text to the subscriber and select submit. You will see the scheduled transfer in the scheduled stops/starts grid. The vacation transfer is processed in real-time with the circulation system.

Update or Cancel a Vacation Transfer

If a vacation transfer has already been created, you can only update the dates (and not the address). To update the address, cancel the initial vacation transfer and start anew.

To cancel a vacation transfer:

1. Navigate to the scheduled stops/starts grid.

2. Select the cancel button next to the corresponding vacation transfer.

3. Confirm you want to delete the record and select OK. The cancellation is processed in real-time with the circulation system.

To update a vacation transfer:

1. Navigate to the scheduled stops/starts grid.

2. Select the change button next to the corresponding vacation transfer. The change vacation transfer function appears.

3. Choose the updated dates for the vacation transfer, being sure to adhere to the vacation cut-off times chart.

4. Select submit. The update is processed in real-time with the circulation system.

The information displayed in this tab returns in real-time from our circulation databases. You must have NCS Circ 2018.5 or greater for current integration.

See also: Create a permanent stop, Create a temporary stop