In our latest release, users have access to two, new, autorenewal reports. One produces a pre-processing file, and the other helps users perform an audit of automatic renewal orders. Below, we have details on how to find and run both.
Pre-Processing Report
This report lists all the orders set as autorenewals that are expiring within a selected date range. To run the report:
- Go to the Accounting Menu.
- Select the Auto-Renewal Pre-Processing Report option.
- Enter the product(s), as well as the expire date range.
- Select “Ok.”
- Then, an ASCII file will be sent to the spooler for export to Excel.
- This file can be used to send an email notification to clients, to mail other information to clients, as a monitoring tool to track and measure the automatic renewal activity, or to send to other individuals or systems in preparation of receiving the automatic renewals.
Autorenewal Audit Report
This report can help you identify any orders that could or should be an autorenewal. It can be run to analyze either an order date or an expire date range. It looks for any orders within the parameters that:
- Might have been eligible for autorenewal at one time, but haven’t renewed yet.
- The current order is set to autorenew, but it hasn’t been created yet.
- Rate policies say the order should automatically renew, but the order isn’t flagged for auto-renewal.
The output will include the subscriber order information, as well as the reason the order wasn’t automatically renewed.
Here’s how to access it:
- Go to the Accounting Menu.
- Select the Auto Renewal Audit Report option.
- Enter the product(s), the date you’d like to use for selection, and the date range.
- Select “Ok.”
- Then, an ASCII file will be sent to the spooler for export to Excel.
