Managing Back Issue Requests

Once you have created the BACKISSUE activity type, you can enter and manage back issue requests.

Issues/Back Issue Requests window

From Customers, select Manage customers, find customer record, select the Billing tab, double-click SUB item, and click Back Issues

Issues Printed

List of requests for which Issue Labels have been printed

Current Requests

List of requests for Back Issue Labels (updated with Printed: MM/DD/YYY after labels have been printed)

Volume/Issue

Specifies the PUB volume/issue number requested

Copies

Specifies the number of copies requested

Description

(optional) Specifies a description.

Note

(optional) Specifies a note.

To enter a back issue request

1.  From Customers, select Manage customers, find a customer record, and select the Billing tab.

2.  Double-click the subscription item to open the Dues/Subscription Item Detail window.

3.  Click Back Issues to open the Issues/Back Issue Requests window.

4.  Click New.

5.  Place the cursor in the Volume/Issue field and enter the volume and issue the member is requesting.

6.  Enter the number of Copies.

7.  (optional) Enter a Description.

8.  (optional) Enter a Note.

9.  Click Save to update the record

10. Click New to continue to enter back issue requests.

To edit a back issue request

1.  From Customers, select Manage customers, find a customer record, and select the Billing tab.

2.  Double-click the subscription item to open the Dues/Subscription Item Detail window.

3.  Click Back Issues to open the Issues/Back Issue Requests window.

4.  Select the line item to edit from the Current Requests list.

5.  Click Edit.

6.  Make your changes.

7.  Click Save to update the record.

8.  Edit additional requests as necessary.

To delete a back issue request

1.  From Customers, select Manage customers, find a customer record, and select the Billing tab.

2.  Double-click the subscription item to open the Dues/Subscription Item Detail window.

3.  Click Back Issues to open the Issues/Back Issue Requests window.

4.  Select the line item to delete from the Current Requests list.

5.  Click Delete.

6.  A message displays asking you to confirm the deletion. Click Yes.