Enhanced Subscription Cancellation Refund and Credit Handling Controls 

Customers, for a variety of reasons, may decide to cancel their subscriptions after receiving their publication for some time. These cancellations will likely create an Accounts Receivable credit.  

A new area has been added to the Customer Cancel Modification dialog, which gives users greater control over how these cancellation credits or refunds are applied. The new area contains separate sections for setting the handling as it applies to the current term and all future terms: 

Open

During a CUS (customer cancel) Subscription Modification, when the Cancel All Terms checkbox is checked, the Future Terms section of the dialog opens, allowing you to determine the handling of any credits and/or refunds for all future terms (note that if the Cancel All Terms checkbox is not checked, only the current term will be cancelled).  

Advantage determines if the order for the subscription has been paid. If so, the Apply To Order # field for the current term will indicate the debit number that a credit can be applied to. The Future Terms Apply To Order # field also indicates a debit number to apply any leftover credits to, if applicable.  

Both the Current and Future terms sections have the same Credit Application Behavior and Credit Refund Behavior defaulted on. However, these values can be changed depending on how you prefer to distribute credits and refunds.  

The valid values for the Credit Application Behavior fields (for both the Current and Future terms sections) are as follows: 

• A – Apply: The credit is applied if the customer has an available unpaid debit to apply to. The credit must be unposted, in the same currency, and in the same control group for a posted subscription. Note that reserve credit rules are also considered.  

• L – Leave Unapplied: The credit is left unapplied, even when the customer has an available debit it can be applied to. 

• W - Write off: The credit is written off. 

The valid values for refund handling (for both the Current and Future terms sections) are as follows: 

• A – Allow Refund 

• D – Do Not Allow Refund