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Timing between billing charges is not to exceed 1 year between charges. This includes, but is not limited automatic renewal or installments.  For example, if offering a 2 year option for a subscription or agreement, this option cannot be offered with a renewal flag of ‘C’ on automatic renew as the timing of between charges would be over 1 year.




Member Choices Screen




These are the recommended customized columns for this screen.  There are more columns available.
Publication CodeDisplays the parent publication for the membership.
Member ChoiceDisplays the code that identifies the member choice.
Choice DescriptionDisplays additional information about the choice.
StatusDisplays whether the choice is active or inactive.
Term LengthDisplays the term length.
Member CategoryDisplays the member category (aka the member level) code.
Member Category DescriptionDisplays the membership category (aka member level).
Installment Billing CodeDisplays the installment billing code if one is in use.
Valid UntilDisplays the date the choice is valid through.
Last UpdatedDisplays the date and time the choice was last updated.
Membership OrgDisplays the membership organization code.


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Member Choice Maintenance
 



Publication CodeItem number assigned to a circulation, or subscriptionitem. It Is typically three characters and can be a combination of letters and numbers.
Member ChoiceFree form field that defines the member choice code. Member choices can contain up to 6 characters.



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Details Tab 



Choice DescriptionDefines more information about the choice.
Status

Defines the status of the choice.

This field is checked by default.

Valid Until Defines how long this choice is active.
Send Renewal NoticeDefines whether or not the choice is on automatic renewal. 
Term LengthDefines how many issues the customer will receive during their first term. 
Delivery CodeDefines how the membership will be delivered.
Premium Set

Defines the premium set the customer will receive by selecting this choice.

Premium sets can also be entered at the Promotion Offer level. Premium sets can be entered here if this choice should fulfill a different premium set than the other choices on the offer.

Installment Billing CodeDefines the installment billing code that will be used to charge the customer if the inital payment is to be paid in installments.
Membership OrgDefines the membership organization for the membership customers will be subscribed to when purchasing this choice.
Member CategoryDefines the level of membership customers will be subscribed to when purchasing this choice.
Subscription Class

Defines the subscription class.

R - Regular subscription is the only option .

Auto-Renew Chain ID

 Defines the auto-renew chain that will be used to renew and charge the customer.

If an auto-renew chain is being used, the Send Renewal Notice field must be set to C - CIR/AMB - Auto-Renewal with Auto-Charge.

Next AR Promo CodeNot used.
Credit Policy Code

Defines the credit policy that will determine refund rules if the customer cancels.

Credit policies can are also required to be entered at the Promotion Offer level. Credit policies entered here will override the one entered on the Promotion Offer level. Enter a credit policy here if refund rules for this choice should be different than other choices in the offer.


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Member Choice Rates Tab 



Billing CurrencyDisplays the billing currency for the choice.
RateDisplays the rate of the choice.


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Member Choice Rate Maintenance 



Publication CodeDisplays the publication code entered on the Member Choice Maintenance popup.
Member ChoiceDisplays the member choice code entered on the Member Choice Maintenance popup.
Billing CurrencyDefines the billing currency.
RateDefines the rate the customer will be charged for their first term.
Next Sub RateDefines the rate the customer will be charged if/when they automatically renew into their next term.
Next Sub TermDefines the length of the next term if/when the customer automatically renews.
Next Install Bill CodeDefines the next installment billing code that will be used to charge the customer if the Next Sub Rate is to be paid in installments.


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Payment Options
 


ChecksCheck the box to allow Check payments.
Credit CardsCheck the box to allow Credit Card payments.
Direct DebitsCheck the box to allow Debit Card payments.
Available CreditsCheck the box to allow Available Credit payments.
Misc. CreditsCheck the box to allow Misc. Credit payments.
Gift CertificatesCheck the box to allow Gift Certificate payments.

Digital Wallets

Check the box to allow Digital Wallet/Apple Pay payments.

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Promotion Overrides


A flexible pricing approach can be used to have different pricing for the same pub for members who are at the same level.  The pricing can vary by promotion using the Promotion Overrides tab of the member choice view. This tab is greyed out for baby pub member choices.


It can override pricing of publications that are already setup as baby pubs by associating a promotion code and choice. In other words, the maintenance fee prices can be overridden, by using promotion codes and choices at this tab. 



Membership OrganizationDisplays the membership organization code.
Org Level PublicationDisplays the PUB code.
Member ChoiceDisplays the member choice ID.
Member Pub Code

Defines the pub on the membership used to override the price.This will most likely be the maintenance fee.

Promotion CodeDefines the code used to correspond with the price of the member pub code.
Promotion Choice

Defines the pricing of the member pub code..




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Promotion Add-Ons



This tab is greyed out for baby pub member choices.


Pubs can be added that would not typically be member benefit pubs for memberships at this membership level. In other words, say there was a need to add on pub DEF to this membership, but specific to this promotion only. This tab is where it could be done.



Membership OrganizationDisplays the membership organization code.
Org Level PublicationDisplays the PUB code.
Member ChoiceDisplays the member choice ID.
Add-On Membership Publication

Defines the publication being added on to your membership.

You are able to add on multiple pubs.
Promotion CodeDefines the promo code attached to the add-on membership publication.
Promotion ChoiceDefines the promo choice attached to the promo code for the add-on member pub.
Charge Category

Defines the code which indicates the type of charge. 

For Example:

TS - Trading Service

MF - Maintenance Fee

NL - Newsletter

Membership Organizations IDThis can be 16 alphanumeric characters.This field is not required.
Target Expire MonthDefines the credit card expiration month. This field is not required.
Auto-Renewal MethodDefines the auto renewal method. This field is not required.



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