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: Based on the selection, item type is used in the process to determine item eligibility.

   

   **Dependent setting for steps 3 & 4 below
1. All
   
2. Installment - will only look at installment items that have not completed payment processing for any reason.
   
3. Continuity - will only look at continuity items that have not completed payment processing for any reason.
3. Enter the maximum number of outstanding installment items.
   

   

   **Filtered by outstanding item type selected above in step 2
1. How many line items, based on type set in step 2, on the Continuity sequence from previous orders that did not receive a successful payment transaction.
   
2. 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 Installment Balance. 
   

   

   **Filtered by outstanding item type selected above in step 2
1. Balance due of items due 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.
   

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. 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.
   
2. 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. You can click on the Customer Name to access the Customer Detail screen.
   
2. 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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