Change Renewal Series (general tab)

Change orders that match the following criteria to renewal 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 renewal 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. Uncheck 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.

Include subscriptions whose renewal series has already begun

If you want to preserve the validity of the statistics produced by the 'Renewal rate' report, you should not change a subscription's renewal series after the series has already started. Occasionally you may need to switch renewal series in midstream anyway—you can do this by clicking once in this field so that a check mark appears.

From renewal series

You can enter up to six renewal 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 publications for which you want to run the update.

Tracking codes

Enter one or more tracking codes in these fields, and QuickFill will change the renewal 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 renewal series without regard to tracking codes.

Agencies

Enter one or more agency codes in these fields, and QuickFill will change the renewal series for orders that are linked to those agencies only.

Order sources

Enter one or more source codes and QuickFill will the change the renewal 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 renewal series for orders you entered with those service codes only.

Classifications (audit system field)

Enter one or more subscription classifications in these fields, and QuickFill will change renewal series for orders with those subscription classifications only.

Subscription types

Select one or more of these and QuickFill will change the renewal series for subscriptions whose type matches your selections. Leave all three selected and QuickFill will consider all subscriptions.

Cancels

These options let you specify how you want to treat canceled orders.

Gifts

These options let you specify how you want to treat gift orders.

Number of renewals

Enter a range of numbers here, and QuickFill will change renewal series for subscriptions that have been renewed that number of times only. Leave these fields blank, and QuickFill will change renewal 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 renewal series for orders with that number of issues remaining only. Leave these fields blank, and QuickFill will change renewal series without regard to the number of issues remaining.

Expire issue

Enter a range of numbers here, and QuickFill will change the renewal series for subscriptions that expire within that range only.

Term

Enter a range of numbers in these fields, and QuickFill will change renewal series for only those orders that have terms within that range. Leave these fields blank, and QuickFill will change renewal series without regard to term.

Price

Enter a range of prices in this field and QuickFill will change the renewal series for only those orders that are priced within that range.  Leave these fields blank, and QuickFill will change renewal series without regard to price.

 

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.

 

See Also