The 'Requalifications' transaction relates to the 'Controlled subs' transaction in the same way that the 'Renewals' transaction relates to the 'New orders' transaction. It creates a follow-on order record, extending the expiration of the subscription.
You use the 'Requalifications' transaction when you receive a fresh set of qualification data from the subscriber. This new data may be from a direct mail effort, a wrapper on the issue, a reader service card, or a phone call. The transaction updates the qualification data on the subscription, cancels the prior order with a status of "canceled by publisher," and creates a follow-on order that expires with the Controlled expire issue.
Do not use the 'Requalifications' transaction to enter new qualification data for paid subscribers. If the new qualification data was received on a renewal of a paid subscription, then use the 'Renewals' transaction; otherwise, use the 'Adjust qual data' transaction, which you select from the 'Adjustments' submenu.
The 'Requalifications' transaction has the ability to either increase or reduce the term of a controlled subscription, depending on how you set the "Controlled expire" issue pointer in the issue table. You may also specify an expire issue by right clicking once in the 'Expire issue' field and selecting from the list of defined issues. The issue marked with the "Controlled expire" issue pointer is used as the default.
Example 1: A qualified nonpaid subscription began with the November 1997 issue and was set to expire on the third anniversary of the qualification date, or October 2000. In April of 1998 the subscriber returns the requalification form that was printed on an issue wrapper. You use the 'Requalifications' transaction to update the qualification data. The original order is canceled and a new order is specified with the "Controlled expire" issue pointer (probably April 2001).
Example 2: Assume the same conditions as in Example 1 except that in January 1998 you reach your circulation goal and decide that all subscribers must requalify every year to keep their subscriptions. So you set the "Controlled expire" issue pointer to May 1999. Now when you use the 'Requalifications' transaction the subscriber's expiration date will be reduced from May 2000 to May 1999. The original order is canceled and a new order is created that begins with the May 1998 issue and expires with the May 1999 issue.