Working with Item Subscriptions (WISB)
Purpose: Use the Item Subscriptions function to define the particulars of a subscription item you sell to your customers. You must define a record in this table for each subscription item you create.
Overview: Defining and selling subscriptions through Order Management System involves the following process:
• Define the subscription in the Item table. Select the Subscription field and the Non/inv (non-inventory item) field. See Performing Initial Item Entry (MITM).
• Define the subscription in the Item Subscription table.
• Enter orders and pick slips. You enter a subscription on an order as you do other items. When you accept the order, the system creates a separate pre-generated pick for the subscription item. When you generate pick slips for the order, the system bills the subscription item immediately and indicates on the pick slip that the subscription is shipping separately. See Preparing Orders for Pick Slip Generation and Performing Pick Slip Generation for more information on preparing and generating picks.
• Generate the Subscription Extract file. See Generating the Subscription Extract Table (WGSE) for information on creating a file of customers to receive subscription items.
• Purge the Subscription Extract file. Periodically, you can use the purge function to clear the file of closed or canceled subscriptions. You can also clear the file completely. See Generating the Subscription Extract Table (WGSE) for more information on purging subscription records or clearing the file.
You can also review, cancel, or change a specific customer's subscription information through the Work with Customers function and in standard Order Inquiry. See Displaying More Options in OIOM.
In this chapter:
• Work with Item Subscriptions Screen
• Create Item Subscription Screen
Work with Item Subscriptions Screen
How to display this screen: Enter WISB in the Fast path field at the top of any menu or select this option from a menu.
Field |
Description |
Item |
The item code that identifies the subscription. An item is designated as a subscription by a selected Subscription field of the Item (Base Information) record. Items are defined in and validated against the Item table. Alphanumeric, 12 positions. |
Cur iss (Current issue number) |
The number of the subscription that will be the first issue sent when the customer orders the subscription or the issue presently being mailed. Numeric, 3 positions. |
# of int (Number of intervals) |
The number of issues the customer should receive when purchasing the subscription. Numeric, 3 positions. |
# of Days |
The number of days between each issue. Numeric, 3 positions. |
Orig item (Original item) |
The original subscription item number associated with this subscription. This is used when a subscription item is offered with different intervals (such as a subscription with a multi-period offering). This is used so that the customer can extend the length of a subscription. Example: The customer purchased a year's subscription (item SUBSCR#1). Near the end of the subscription period, the customer calls back and orders another year's subscription (item SUBSCR#2). The system: • checks the Customer Subscription table to see if the original subscription (for SUBSCR#1) is still active (has not expired) • checks to see if there is a value in the Original item/SKU field in the Item Subscription record (SUBSCR#2, which was ordered, references original subscription item SUBSCR#1) • creates a Customer Subscription record for the original subscription item number (SUBSCR#1) and extends the original subscription for the period of the new subscription (in SUBSCR#2), after the initial subscription expires |
|
Items are defined in and validated against the Item table. Note: The system validates that the item number entered is a subscription item (Subscription = Selected and Non/inv = Selected for the item). Alphanumeric, 12 positions. |
.
Screen Option |
Procedure |
Create a new item subscription |
Select Create to display the Create Item Subscription Screen. |
Change an item subscription |
Select Change for an item subscription to advance to the Change Item Subscription Screen. At this screen you can change any information except the subscription item code and description. See Create Item Subscription Screen for field descriptions. Note: Changing subscription information does not change existing subscriptions; however, new subscriptions will reflect these changes. |
Delete an item subscription |
Select Delete for an item subscription to delete it. Note: The system does not allow you to delete an item subscription if there are open subscriptions for the item. The system issues the following message if you attempt to delete an active subscription: Open subscriptions exist for this item -- cannot delete |
Display an item subscription |
Select Display for an item subscription to advance to the Display Item Subscription Screen. You cannot change any information on this screen. See Create Item Subscription Screen for field descriptions. |
Create Item Subscription Screen
To create: At the Work with Item Subscriptions Screen, select Create.
Note: You must create an Item Subscription for each subscription item you create in the Item table.
Field |
Description |
Item/SKU |
The item code (optionally, the SKU) that identifies the subscription item. You designate an item as a subscription by selecting the Subscription and Non/inv fields of the Item table; see Performing Initial Item Entry (MITM). The description of the item appears below the item/SKU at the Change Item Description screen, and is display-only. Item code: Alphanumeric, 12 positions. SKU: Three 4-position fields. Create screen: required. Change screen: display-only. |
Current issue# (Current issue number) |
The number of the subscription that will be the first issue sent when the customer orders the subscription or the number of the issue presently being mailed. Numeric, 3 positions; required. |
Issue description |
The description associated with the current issue of the subscription item. Alphanumeric, 25 positions; required. |
# of intervals |
The number of issues the customer should receive when purchasing the subscription item. Numeric, 3 positions; required. |
Interval days |
The number of days between each issue. Numeric, 3 positions; optional. |
Original item/SKU |
The original subscription item code associated with this subscription, if any. See the field description above for more information. Item code: alphanumeric, 12 positions; required. SKU: three 4-position fields; required. |
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WISB OROMS 17.0 2018 OTN