The Subscription Fulfillments record is used to create a recipient list for a particular issue and generate distribution information. Also, each time a subscription is fulfilled, an issue is deducted from the remaining number of issues in the subscription.
The Product field contains the name of the subscription product that is being fulfilled. This field links to the Products service.
The Name field is for the name of the fulfillment run. Generally a subscription fulfillment name should indicate which issue or time period the fulfillment covers.
The distribution date is the date the subscription product is sent to the customers either via mail, fax, or email.
The date prepared is the date the fulfillment list is prepared.
A volume number indicates which volume of the subscription is fulfilled in this record.
An issue number indicates which issue of the volume of the subscription is fulfilled in this record.
The Attachments tab lists any files relevant to the Subscription Fulfillment record.
The Comments tab contains any comments relevant to the Subscription Fulfillment record.
The Email button option is only available if the distribution type defined on the Products record is for email. From the generated list of subscription recipients for the fulfillment period or volume/issue, the output format is a list of recipient's names and their corresponding email addresses. The output text file can be named and stored in the location as indicated in the field next to the Email button.
The Fax button option is only available if the distribution type defined on the Products record is for a fax. From the generated list of subscription recipients for the fulfillment period or volume/issue, the output format is a list of recipient's names and their corresponding fax numbers. The output text file can be named and stored in the location as indicated in the field next to the Fax button.
Mailing Labels Button
The Mailing Labels option is only available if the distribution type defined on the Products record is a hard shipment. From the generated list of subscribers for the fulfillment period or volume/issue, clicking this button opens the Report wizard. A user then selects a mailing label report to print labels for the recipients.
Copy To Clipboard Button
Click this button to copy email addresses or fax numbers (depending on the subscription's Distribution Type) to the Windows clipboard so the data can be pasted into another file.
Use Subscription End Dates
The Use Subscription End Dates option creates a fulfillment list based on the end date on the subscription product. As long as the fulfillment date is before the End Date on the customer's subscription, regardless of the issues they have received, the volume/issue listed on the fulfillment record is sent to the subscriber. If this option is used, it is possible to resend the same volume/issue to the recipient.
Use Vol and Issue Number
The Use Vol and Issue Number option creates a fulfillment list based on the subscribers who have not received the volume and issue as listed in the Volume and Issue fields on the Subscription Fulfillment record. This option will add individuals to the recipient list if the number of issues they have received to date is less than the number of issues in the subscription product. Thus, a fulfillment can be run several times in a month for the same volume and issue, but only the subscribers who have not had that volume and issue fulfilled will be included on the fulfillment list.
Person: The name of the recipient.If you configured the subscription product to allow a Grace Period, select the Use Volume and Issue Number option when creating Subscription Fulfillments. The Grace Period functionality is not supported by the Use Subscription End Dates option. See Adding a Subscription Grace Period for information on specifying a Grace Period.
Create List Button
The Create List button generates the list of subscribers to include in the fulfillment based on the subscription end dates or the volume and issue numbers.
The following information appears for each line of the recipient list:
- Company: The recipient's company.
- Distributed By: The subscription's distribution type.
- Start Date: The subscription's start date.
- End Date: The subscription's current end date.
- Sent: The number of issues in the subscription that have been sent to the recipient to date.
- Left: The number of issues remaining in the subscription.
- Bulk: The number of copies of the issue sent to the recipient.