Order display

When you select a subscription and click on "Orders," you'll see a screen that looks like the one below. At the top left is an image of the customer's mailing label. At the top right, QuickFill shows you a summary of the subscription. Our example below shows an suspended subscription to publication QWKFIL with the code 888TST.

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If you are looking at a group or two-party subscription, QuickFill indicates which customer (bill-to or ship-to) you are looking at by including the phrase "BILL-TO CUSTOMER 828" or "SHIP-TO CUSTOMER 828" as the case may be.

Subscription summary

QuickFill only displays the ship-to customer if you first select the ship-to customer and then select a subscription. In all other cases QuickFill will display the bill-to customer.

The top line of the subscription summary section tells you the customer number and the status of the subscription. Here is a list of possible statuses: (Click here for a list of status codes. )

Subscription status:	Description:
Active	You are currently serving issues for this subscription.
Graced	The term of the subscription is finished, but you're continuing to serve issues up to the limit you specified in the publication definition form. If the customer renews the subscription, QuickFill will transfer the extra issues you served to the renewal order.
Expired	The term of the subscription is finished, and you've either finished sending the customer any grace issues or you've reached the expiration point in the renewal series.
Suspended indefinitely	You are not serving issues for this subscription because you've suspended it until further notice. The subscription remains in this status until you enter a "reinstate" tran sac tion.
Suspended temporarily	You are not serving issues for this subscription because the customer has asked that it be suspended until a specific issue. QuickFill will automatically return the subscription to active status when the issue the customer specified becomes the current issue.
Suspended for nonpayment	You are not serving any issues for this subscription because the customer has not yet paid his or her balance due. QuickFill assigns this status to a subscription when a billing series reaches the "suspend point."
Canceled for nonpayment	This subscription was canceled for non payment. QuickFill cancels a subscription when you've sent that customer a last bill and he or she has failed to pay the balance due.
Canceled at expiration	The subscription was canceled at the end of its term at the request of the customer. The customer said that he or she didn't want to renew the subscription but wanted to receive the issues remaining in the subscription.
Canceled by request Canceled, cancel reason	The subscription was canceled at the request of the customer. You did not serve the issues remaining at the time of the cancel request. (The customer said he or she didn't want the remaining issues, perhaps because he or she wanted a refund for the balance due instead.) If you use cancel reason codes, "Canceled, xxx" (where "xxx" is replaced by the description for the cancel reason code) will be displayed instead of "Canceled by request."
Canceled by publisher	The subscription was canceled by the 'Cancel subscriptions' update (audit system only).

Publication

The code for the subscription's publication.

Tracking code

The tracking code that you linked with the original order (click here for a description of tracking codes).

First order

The date on which you entered the original order.

Original channel

The channel that you linked with the original order (click here for a description of channels).

Classification (audit system)

The audit subscription class for the current order, that is, the order from which issues are currently being served. In cases involving transitions from nonqualified to qualified or nonpaid to paid, the subscription classification is based on the most recent order.

Next billing date

The earliest date and the effort number for the next bill you'll send to this customer. Instead of a date, one of the following phrases may appear:

"none"	You're not sending any bills because the customer has paid in full for all orders on this subscription.
"xx days after first issue"	The first bill will be sent after the delay specified on the publication definition screen (or the offer screen).
"with first issue"	The first bill will be sent with the first issue.
"after serving first issue"	The first bill for a renewal order (to a publication that is defined to delay the first bill for renewals) will be sent after the first issue is served.
"next run"	QuickFill will generate a bill the next time you run the billing update.
"next run (after first issue)"	The first bill will be sent the next time you run the billing update after the first issue is served.
"next run (when unsuspended)"	The subscription has been suspended at the customer's request. No bills will be sent while the subscription is suspended.
"next run (cancel bill)"	QuickFill will generate a cancel bill for the issues that have been served the next time you run the billing update.
"cancel bill sent"	The cancel bill has already been sent. No more bills will be generated.
"series ended"	The billing series was completed and no payment was received. The subscription was canceled for nonpayment.

Next renewal date

The timing for the next renewal notice you'll send to this customer. For "by days" renewal series, QuickFill displays the earliest date and the effort number for the next renewal notice. The renewal notice will be generated with the first renewal update you run on or after this date.

For "by issues" renewal series, QuickFill displays the effort number and the issue number that must be served in order for that effort to be produced. The renewal notice will be generated when the 'Issue labels' update serves that issue.

Instead of a date, one of the following phrases may appear:

"not started"	The renewal series has not started yet.
"next run"	QuickFill will generate a renewal notice the next time you run the renewal update. (This phrase only appears for "by days" renewal series.)
"when paid"	Publication policy specifies not to renew unpaid subscriptions. The first renewal notice will be sent after payment is received.
"none (canceled)"	The subscription has been canceled. No more renewal notices will be sent.
"none (suspended)"	The subscription has been suspended for nonpayment. No renewal notices will be sent until payment is received.
"none (complimentary)"	This is a complimentary subscription. It will not expire and does not need to be renewed.
"Customer requested cancel at expiration"	The customer requested that the subscription not be renewed.
"Renewal series ended—not renewed"	The renewal series has run its entire course and a renewal order has not been received.

Renewals

The number of times the customer has renewed this subscription.

Total due

The total amount due for all orders in the subscription. A negative amount in this field indicates that the customer has a credit balance.

Issues remaining

The number of issues remaining to be served.

Expires (Exp)

The date of the last issue (click here for a description of issue dates) you'll serve for this subscription (not including grace issues). You won't see the correct expiration date if the subscription is suspended—either indefinitely or for nonpayment. In addition, if a subscription is complimentary you will see the word "COMP" instead of an expiration date.

Request type (audit system)

The audit request type is usually based on the current order, that is, the order from which issues are currently being served. In cases involving transitions from nonqualified to qualified or nonpaid to paid, the request type is based on the most recent order.

Subscription history

In the middle of the screen, under the heading "SUBSCRIPTION HISTORY," you'll see a chronological history of all the transactions you've entered for this subscription. Each transaction shows the date and a batch number, so that you can trace the transaction back to the original paperwork (click here for an explanation of batches). QuickFill also displays the amount credited or debited for each transaction, the resulting balance, and the user ID of the QuickFill user who processed the transaction. The entry you see in the 'Description' field depends on the type of transaction.

For new and renewal orders, QuickFill shows the subscription term (6 issues, 12 issues, etc.) and the number of copies the customer ordered. For payments, QuickFill shows the order number to which the payment was applied and the type of payment—cash, check, or credit card. Other types of transactions show the order number and any other data that are relevant to the transaction.

The subscription history can get quite long if there's been a lot of activity for a particular subscription. When QuickFill first displays this screen, it shows you the last few transactions that have taken place. You can scroll forward or backward through the history by clicking on the arrow buttons on the right side.

Order list

The bottom part of the screen is headed "Orders." It shows a complete list of orders—new, first renewal, etc.—for the subscription. It also shows the status—active, expired, etc.—for each order. You can print the complete subscription history and order details for the highlighted order, by clicking on the subscription summary toolbar button (see below).

Details button

Select an order and click this button and QuickFill will display a screen showing you the complete details of the order.

Back button

Click this button to return to the lookup screen from which you reached this screen.

Combo button

If you select an order and the "Combo" button lights up, this is an indication that the order is part of a combination. Click the "Combo" button and QuickFill will display a screen showing a list of all of the orders in the combination.

Qualdata button (audit system only)

To view a customer's qualification data click on "Qualdata." In the event that the subscription is a group subscription, click on "Shiptos" to first display a list of the group members, then select the member for whom you would like to see qualification data, and click on "Qualdata." QuickFill will display the qualification data for that ship-to customer. Since each member has a separate set of qualification data, you must specify which member's data you would like to see. If the qualification data has been changed, the batch number and qualification date will reflect the most recent change that has been made.