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Rate Changes

Owned by maperrin (Deactivated)
Last updated: Sept 10, 2021 by David Haskell (Unlicensed)
2 min read

Summary / TL:DR: This article will show you how to change the rate of a subscription in Advantage.

The RTC modification has been changed to act like a RAT modification. You can now change the rate, delivery code and override the postage amount with this modification.

These instructions require you to have a control group open. For more on control groups, go here.

How to Change the Rate of a Subscription

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the subscription you want to update and select Subscription Modification

  3. The Choose Modification Operation box will appear, enter RAT for Rate/ Term/ Postage change and click OK

  4. The Rate/Term/Postage Change Modification dialog box will appear, click Next

  5.  Adjust the Rate and click OK

  6. Select one of the following options...

  1. After adjusting the rate lower, click OK

  2. The Rate Decrease Apply-to dialog box will appear. The system wants to know what to do with the credit. If the customer has already paid for the subscription, the Apply To Order # will default to REFUND. If the credit should be moved to another invoice, enter the invoice number number. If the customer has not already paid for the subscription, the original order number will fill in.

  3. Click OK

  4. The Order Recap Display will appear, click Close

  1. After adjusting the rate higher, click OK

  2. The payments dialog box will appear:

3. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

Card Type

Select the card type from the list.

Card Number

Enter the card number.

Expire Month

Enter the card's expiration month.

Expire Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code.

Save Card

Choose whether to add the card to keep on file for future payments:

Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase.

4. Click Confirm

5. Click OK

7. The Order Recap Display will appear, click Close

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