Change orders that match the following criteria to billing series
Enter the name of the new series to which you want to link the selected orders. You must create the series before you can enter it in this field. (Click here for details on defining billing series.)
Test run
Leave this box checked and QuickFill will produce a report that shows the number of orders that would be changed, based on the criteria you entered. No changes will be made to any of the orders. Un-check the box and QuickFill will actually change the orders. We recommend that you perform a test run to start with in order to verify that you aren't changing more orders than you expect.
From billing series
You can enter up to six billing series in these fields. QuickFill will change only those orders currently linked to one of these series. You can also leave these fields blank. If you do, QuickFill changes the selected orders to the new series no matter what the existing series were for those orders.
Publications
Enter the names of the publications whose orders you wish to change. If you leave these fields blank QuickFill will attempt to change the billing series for all publications.
Tracking codes
Enter one or more tracking codes in these fields, and QuickFill will change the billing series for orders you entered with these tracking codes only.
You may use wild cards in these fields to select groups of tracking codes. (Click here for details on using wild cards. ) If you leave these fields blank, QuickFill will change billing series without regard to tracking codes.
Agencies
Enter one or more agency codes in these fields, and QuickFill will change the billing series for orders that are linked to those agencies only.
You may use wild cards in these fields to select groups of agency codes. (Click here for details on using wild cards. ) If you leave these fields blank, QuickFill will change billing series without regard to agency.
Order sources
Enter one or more source codes and QuickFill will the change the billing series for orders that you entered with those order sources only.
Service codes
Enter one or more service codes in these fields, and QuickFill will change the billing series for orders you entered with those service codes only. To enter a service code, either type the code directly into this field or right click once to select a code from a list of service codes.
You may use wild cards in these fields to select groups of service codes. (Click here for details on using wild cards. ) Leave this field blank, and QuickFill will change the billing series without regard to service codes.
Subscription types
Select one or more of these and QuickFill will change the billing series for subscriptions whose type matches your selections. Leave all three selected and QuickFill will consider all subscriptions.
Cancels
These fields let you specify how you want to treat canceled orders.
Gifts
These fields let you specify how you want to treat gift orders.
Number of renewals
Enter a range of numbers here, and QuickFill will change billing series for subscriptions that have been renewed that number of times only. Leave these fields blank, and QuickFill will change billing series without regard to the number of times a subscriber has renewed. For example, to exclude new orders, enter a range of '1' to '999' (QuickFill excludes the new orders, because these have been renewed '0' times).
Issues remaining
Enter a range of numbers here, and QuickFill will change billing series for orders with that number of issues remaining only. Leave these fields blank, and QuickFill will change billing series without regard to the number of issues remaining.
Amount due
Enter a range of numbers in these fields, and QuickFill will change the billing series for orders with that amount due only. For example, to select only orders with amounts due greater than zero, enter a range of '.01 to 999999.99.' Leave these fields blank, and QuickFill will change billing series without regard to amount due.
Last bill effort
Enter a range of numbers in these fields, and QuickFill will change the billing series for those efforts only. For example, to select only orders with billing series that have not yet begun, enter a range of '0' to '0'.
Term
Enter a range of numbers in these fields, and QuickFill will change billing series for orders with that term only. Leave these fields blank, and QuickFill will change billing series without regard to term.
Click here for more information on Filter screens.
After you are done filling in the filter, click on "OK" and a message box will appear with the following options:
Run it now exclusively, only lookup allowed
Run it now shared, all transactions allowed, much slower
Run it with tonight's jobs
Save to an existing job list
Create a new job list
Click here for details on options for running updates.