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Find out about Use Change Subscriber Account - Change Subscriber to move the Subscription to a different Subscriber |
When to use Change Subscriber Account - Change Subscriber
In New Subscriptions created in CRM.COM in order to be able to create a new Subscription, then the subscription needs to must be related to an an /wiki/spaces/V4Manual/pages/9831804. If you would like to change the owner of the subscription then you have the option to change the The account owning the subscription to an account of a different subscriber.
Additionally you have the option to create a new account for the subscriber you are moving the subscription to.
The specific action/classification cannot be used in any of the following cases:
Change Subscription can be changed from one subscriber to another. A new account can also be created for the Subscriber to which the existing Subscription can be moved to.
The above Action cannot be used to change to an Accounts Receivable of the same
custome Visit subscriber.
View Change Subscriber Account - Same Subscriber for more information.
View the Information Table below for
more information information related to the Scheduling, Preview Rating and Classification of the Subscription Action. Check the Validations & Restrictions Table for a list of available Actions, including each Action's related validations, restrictions and a description of its system process. View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.
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Change Subscriber Account - Change Subscriber Information| Action can be scheduled | 
Preview Rate AvailableBehavior | Behaviour Code | CHANGESUBRIBERACCOUNT | Business Classification Code |
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| | CHANGESUBRIBERACCOUNT | CHANGESUBSCRIBER |
Restrictions & Validations
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processing | processing | System ProcessingOnce the action is submitted the following changes will be carried out by the system:
Create a new accounts receivable | Action | Validations | Restrictions | System Processing |
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| Change Subscriber Account - Change Subscriber | - No unrated Unrated or not billed services should Services don't exist.
- The new accounts receivable Accounts Receivable should belong to a different separate customer.
- The subscription Subscription should be owned by an active accounts receivable
- The subscription should have an effective billing term instance
- The rules defined in the active subscription definitions are not violated'Active' Accounts Receivable.
- The Rules defined in the 'Active' Subscription Definitions are observed.
- Subscription restrictions are not violated
The rules defined in the active billing term definitions are not violated - 'Active' Billing Term Definition Rules are observed.
- The conditions to set a subscription Subscription as effective'Effective', specified on the active billing term definitions, 'Active' Billing Term Definitions should be met.
| - The action Action is available only if the subscription has Subscription is in one of the following Life Cycle States:
- Draft
- Effective
- Not Effective
- In Resting
- Short Term ffectiveEffective
- Short Term Not Effective
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Executing Change Subscriber Account - Change Subscriber
Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONSSearch for the Subscription you are looking for, using the criteria sectionClick on the Subscription number to go to the Data Entry page of the subscriptionOn the left hand side of the screen you can see the ACTION PANELClick on Subscription Related Actions to expand Find the action you would like to execute and click on the link to open the action details in a modal window
Image RemovedClassification: Select: CHANGE SUBSCRIBER| Include Page |
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Select between new or existing Contact Information via another entity - Global | Select between new or existing Contact Information via another entity - Global | ACCOUNTS RECEIVABLE
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Defining Accounts Receivable - Global | Defining Accounts Receivable - Global | BILLING ADDRESS
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Defining Billing Address - Global | Defining Billing Address - Global | SUBSCRIPTION ADDRESSES
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Defining Subscription Addresses - Global | Defining Subscription Addresses - Global | PREVIEW & ACTION PANEL
EXISTING SUBSCRIPTION SERVICES
Provides an overview of the existing subscription services
EXISTING SUBSCRIPTION INSTALLED ITEMS
Provides an overview of the existing subscription installed items
UNSETTLED BILLS
- Provides an overview of any Bills related to the subscription and have not yet been settled
SUBSCRIPTION ACTION DETAILS
Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification
- Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
- Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
Classification, Action Type and Sub Action type are visible only if applicable - Performed By User : Search and add the user that logs the action
If you leave empty then the Logged in user will be set Performed Date: Click on the calendar icon and select date and time
Click on SUBMIT
Action will be validated as provided in the section below and submitted if validations are passed- A new Accounts Receivable is created (if new is specified)
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- A new Contact Information is created (if new is specified).
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- The Accounts Receivable related with the Subscription is replaced with the new one.
- A new Billing Address is created or the current one is updated.
- A new Subscription location is created or the current one updated.
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