In a continuity program, which is also known as a recurring order program, customers do not have to place a new order for each shipment. Instead, the customers receive regular product shipments according to a predefined schedule. Continuity programs provide the ability to create continuity schedules which will have a scheduled shipment and payment. They can be applied for any series of orders where more than one shipment is required at specified intervals.
Orders are generated automatically from the continuity schedule, and payments are billed automatically according to the payment schedule.
The continuity schedule provides full flexibility in defining programs to meet various business needs. You can set information such as
- The beginning date of the program;
- Shipment intervals, such as monthly, quarterly and yearly.
- You can repeat cycles and
- Select payment cycles to be used with each interval.
SETING UP CONTINUITY PROGRAMS – PARAMETERS
To set up a continuity program, you must complete the following tasks.
Set the continuity parameters on the Call center parameters page.
Click Retail and commerce > Channel setup > Call center setup. In the left pane, click General, and then, on the Continuity FieldGroup, set the parameters. The following table describes some of the options.
|Continuity days before delivery||The number of days before the delivery date that continuity orders can be processed.
If the number of days before delivery is less than this number, the continuity order can’t be processed.
|Continuity on account bill days||The number of days before the due date of an “on account” continuity bill that the bill is generated.
It’s only used when the payment is of type on account, and the continuity order is being paid through a payment schedule.
|Continuity repeat threshold||A threshold that determines whether repeated continuity events that are not billed up front are displayed when the sales order is created. If this number is less than the number of times that a continuity event should be repeated, the repetition is handled by a batch job.|
|Number of orders to create||The maximum number of continuity child orders to create. If this field is not set, there is no limit.|
|Revenue journal name||The journal name to use when money is transferred from parent revenue accounts to child revenue accounts. This field is used only for upfront billing that uses a payment schedule.|
|Continuity payment profile||The posting profile to use when a continuity payment is booked as a prepayment.|
SETING UP CONTINUITY PROGRAMS – SCHEDULING FORM
Form is used to create a schedule of items, shipments and payments. Child orders are generated automatically from the continuity schedule and payments and are billed automatically according to payment schedules if they are used. You must also add a list of products that are included in the continuity program. Each product receives an event ID number that is assigned sequentially, beginning with 1. The event IDs determine the order that products are sent in.
If customers receive a different product in each shipment, the products are sent in sequential order, based on their event IDs and beginning with the current event.
If customers receive the same product in each shipment, the list contains only one product that has one event ID. The same event occurs repeatedly. You can specify how many times each event is repeated.
1 – Create a continuity program: Continuity program must be created before an item link to it.
2 – Setup continuity lines: You can add lines after the schedule has started or has been activated. If lines are added after schedule is in use existing sales orders in the system won’t be updated. In order to update existing sales orders, you will need to use continuity update workbench.
3 – Setup payment schedules.
4 – Link a continuity program to a product.
5 – Active a continuity program.
If you add this product to a sales order, the Continuity page opens. You can then use that page to create the actual continuity order. The parent product doesn’t specify the individual products that the customer receives in each shipment.
After you’ve set up a continuity program as described above, you can create a continuity order for a customer. You might also have to perform the following additional maintenance tasks.
Continuity Updates Form(Update the current continuity event period): Retail and commerce > Continuity > Continuity updates. The continuity updates form is used to make changes to existing continuity parent sales orders in the system. When a continuity program is modified, the changes will only take effect on new sales orders, so you’ll need to use this workbench in order to update existing orders when changes are required.