Set Up Subscriptions

To set up subscriptions in Polaris:

1. In the Administration Explorer tree view, expand the organization’s folder.
2. Select Parameters and select the Acquisitions/Serials tab.
3. Double-click Create purchase order at subscription renewal, and select Yes or No. If the parameter is set to Yes, when users renew subscriptions a dialog box opens with the Create POs at Subscription renewal option selected. If the parameter is set to No, the dialog box does not appear when users renew subscriptions.
4. If you selected Yes in the Create purchase order at subscription renewal parameter, specify default funds for the automatic purchase orders:
   • Double-click the Subscription renewal fund - deposit account A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles. parameter, and select a default fund to use when Depository agreement is selected in the Payment Method box on the Subscription Record workform, and no fund is selected.
   • Double-click Subscription renewal fund - non-deposit account, and select a default fund to use when Purchase or Free is selected in the Payment Method box on the Subscription record workform, and no fund is selected.
5. Double-click Notification: Print subscription cancellation notice, and select Automatic or Batch to specify if cancellation notices are to be printed automatically or in a batch.
6. Double-click Notification: Subscription cancellation notice text, and type the text to appear on subscription cancellation notices. This text will appear on all subscription cancellation notices.
7. Select File > Save.