What Is Continuity Processing?

Utilizing the buttons on the tool bar   you can: 

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Settings

1. Select Available Clients for the Continuity Processing from the list. 
   
1. Client selected will filter to show only campaigns associated with that specific client.
   
2. Campaign selection is based off initial (base) order that started the continuity.
2. Outstanding Item Types: This determines what unpaid items to RESTRICT from allowing orders to create.
   
1. Based on the selection, item type is used in the process to determine item eligibility.
   

   

   **Dependent setting for steps 3 & 4 below
1. 

   the entire history of the customer is reviewed
2. All - the MOST restrictive setting, you will have fewer orders create when using this setting
   
1. the system will look at all items for the entire history of the customer to determine number of item and total balance of all items is eligible.
3. Installment - will only RESTRICT installment items that remain unpaid, for any reason (for the entire history of the customer).
   
1. no other items will be checked
4. Continuity - will only RESTRICT continuity items that remain unpaid, for any reason (for the entire history of the customer).
1. no other items will be checked
3. Enter the maximum number of outstanding items.
   

   

   **Filtered by outstanding item type selected above in step 2
1. 

   the entire history of the customer is reviewed
2. How many line items, based on type set in step 2, from previous orders that did not receive a successful payment transaction.
   
3. Orders that have more than the allowed number of line items that have not processed payment successfully will not be eligible to create the next continuity order.
   
4. Enter the maximum Item Balance. 
   

   

   **Filtered by outstanding item type selected above in step 2
1. 

   the entire history of the customer is reviewed
2. Balance due of items on prior order(s) – if balance owed by customer is more than what is set here the next continuity order will not create.
   
1. Item status of item cancelled should not hold next order due to balance zeroing out on order.
2. Item status of declined, fatal, invalid will hold balance on order detail.
5. Enter the maximum Continuity days from the due date.
   
1. This looks at next ship date of continuities that need to be created.
   
2. plus (+) or minus (–) from date of job running.
   
1. Will not go past start/end date set below.
6. Create Multiple Continuity on Single Order 
   
1. Customers that have multiple continuities may or may not need each sequence to participate in payment and shipment processing separately.
   
2. Checked - All continuities will create on one order, per customer.
   
1. 

   this is based on customer record, not shipping address
3. Unchecked - All continuities will create on separate orders, per customer.
   
1. this is based on customer record, not shipping address
7. Select the Start and End Date for the continuities processing.
   
1. The system will look for continuities that need created starting with Start Date up through End Date.
   
1. Maximum Continuity Days from Due Date setting above will further filter the results.
   
1. Start/End Date will not go past Maximum Continuity Days from Due Date setting
2. You can run the Continuity Processing job for dates in the past and dates in the future.
8. Click apply to view Continuity orders ready for processing.
   

Diagram of Filters

A helpful Diagram to work through the filters. Please keep in mind this is a very simplistic representation of a very complicated process:

 

Campaigns Tab

1. Client - associated to base/initial order
   
2. Campaign - associated to base/initial order
3. # of Orders - number of available individual sequences to create. If using Create Multiple Continuity Subscriptions on Single Order? this number could be smaller when job runs.
4. $ Revenue - this does not include any tax that may be added to the order during order creation.

1. Columns
   
1. Action
   
1. checked - create these orders
   
2. unchecked - do not create these orders
2. Client - which client has orders eligible to create
3. Campaign - What campaigns have eligible orders to create
   
4. # of Orders - how many orders are eligible to create
   
1. if you are creating multiple continuities on a single order, your final # of Orders after processing may be smaller
5. $ Revenue - Sum of unit price (does not include tax nor shipping)
2. Select Records to create continuities:
   
1. Check All to select all available records.
2. Uncheck All to deselect all available records.
3. Select each individually.
   
3. Click the Preview button  to view the orders ready for Continuity. 
   
1. A Continuity Order Creation (Preview Mode) will appear.
   

Delivery Tab

Encryption Tab

Results Tab

1. Columns
   
1. Order Date - day of original order
   
2. Customer - hyper linked First and Last name of customer receiving order
3. Due Date - when was this continuity expected to create
   
4. Web Order # - web order # assigned to created order
   
5. Payment - method of payment with expiration date and last 4 of credit card
   
6. Product - offer name being sold
   
7. Total Price - sum of unit price + shipping
   
8. Tax Amount - sum of tax
   
9. Cycle - how many times has this continuity created
2. You can click on the Customer Name to access the Customer Detail screen.
   
3. Click Process to process the Continuity's. 
   
1. The Continuity Order Creation window will appear.
   

1. Click Print to print the Continuity Processing Screen.
   

The Print page is a read only view. Hyperlinks normally seen from customer detail page will not work on the Print page.

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