Issue Close Issue List Management

This section of the Issue Close tab allows users to manage the lifecycle of subscription issues by viewing, creating, editing, and uploading issues in bulk. Users can work with completed, current, and planned issues, as well as control the auto-start issue close toggle. Key tools also include the ability to recalculate paid fields—updating subscriber expiration dates based on issue effective dates—and upload new issue lists for efficient bulk import.

Subscription Issues

The Subscription Issues page displays all issues associated with the selected product and offers search functionality to filter and locate specific issues. Search results are reflected in the table below, which contains the following 10 columns:

• Name: Displays the issue name and description.

• Status: Indicates if the issue is Completed, Current, or Planned.

• Effective Date: The date used to calculate subscriber expiration dates.

• Accounting Date: The date on which earnings for the issue are recognized.

• Pre-Close Date: Works with the auto-start toggle to define when the system copies data into the modeling environment.

• Owner: The designated user responsible for issue management.

• Final Approver: The user authorized to complete issue close steps.

• Changed By: Username of the last person to save or update the issue.

• Changed Date: Timestamp of the last save or edit.

• Actions: A menu (accessible via three-dot button) offering options like Edit Issue.

In addition to managing existing issues, users can:

• Recalculate Paid Fields – updates subscriber expire dates based on effective dates of current and planned issues.

• Upload List – enables batch issue creation.

• Create – launches a new issue creation workflow.

• Auto-Start Issue Close – When toggled on, the user defines a specific time of day. If the current issue also has a Pre-Close Date set, the system will automatically copy the live database into the modeling environment once both the defined time and the Pre-Close Date are reached.

Create Option

To add a new issue, users click the Create button in the top right. This opens the New Subscription Issue page, where users fill in the following required fields:

• Issue Name

• Issue Description

• Owner

• Final Approver

• Effective Date

• Accounting Date

• Target Counts Due Date

• Target Printer Due Date

Optional flags can also be set for:

• Ghost Issue

• Earned Issue

• Audit Issue Interim

• Audit Issue

After entering all necessary details, users scroll to the top and click Create to finalize the new issue.

Edit Option

To edit an existing issue, users select the three-dot button in the Actions column and choose Edit Issue. This navigates to the Edit Issue page, where users can modify any of the issue's fields. Once changes are complete, clicking the Update button in the top right saves the updates.

Upload List Tool

For bulk issue creation, users click Upload List to open the Upload Issue List modal. The process includes:

1. Download the issue list template and populate the fields (all required except Pre-Close Date).

2. Save the file as a .csv.

3. Browse Files and select the CSV file.

4. Once selected, the button becomes Upload to FTP.

5. After FTP upload, select the file from the Process File dropdown.

6. Choose an Issue Owner and Final Approver.

7. Click Submit to process the file and add issues to the system.