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Find out how to use the Become Subscriber subscription actionSubscription Action, used to register a new subscriber and either activate directly or leave in draft state for a later activation

What does this section cover?

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Table of Contents
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When to use Become Subscriber

Become Subscriber is a Subscription Action which is used for creating a new subscription Subscription from scratch. For a subscription Subscription to be considered complete and ready for usage by the customer, the following needs to Entities must be metcreated.

Become Subscriber action allows you
  • and its Services

The Become Subscriber Action allows the user to create all of the required entities at oncesimultaneously, without switching between screens

There are 2 ways to use "Become Subscriber"

  • Creating Effective Subscriptions
    • Creates and Activates a Subscription
  • Creating Draft Subscriptions
    • Creates the Subscription (Activation may be done at a later stage)

In the sections that follow you can see the difference between each of the actions regarding, validations applied and processing.

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titleAvailable from CRM.COM R9.0.0
 You have the option to preview upcoming subscriber bills/rates, directly from the subscription action modal window. You can use the process for both Normal and Prepaid Subscriptions. 

NoteOnce you create the subscription

. The Subscription can be created in either a 'Draft' or an 'Effective' Life Cycle State.  If the state is 'Draft' then the Subscription is created but not activated; if the state is 'Effective' the Subscription is also activated immediately.

Note

Once the Subscription is created (either using Submit or Submit as 'Draft') the link to take you to the created subscriptionSubscription's Data Entry page will be is made available in Subscription tab which is available just above the Contact Information tab. The tab is only available on creating a new subscription.

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Subscription.

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action. Check the Validations & Restrictions Table below for a list of available Actions, including each Action's related validations, restrictions, additional information and a description of its system process.
View 'Using Subscription Action Modal' available in Managing Subscriptions for a comprehensive description of the Subscription Attributes as well as more information on executing the Action.

Note

For more information on adding Services and Installed Items using the Action follow the links below:

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Become Subscriber Information

Subscription Action Information

DRAFT(error)Behavior CodeBECOMESUBSCRIBER
 EFFECTIVEAction can be scheduledPreview Rate AvailableBehaviour CodeBusiness Classification Code
DRAFT(error)(tick)BECOMESUBSCRIBERCREATEDRAFTSubscription
EFFECTIVEBusiness Classification Code(error)CREATEDRAFTSUBSCRIPTION(tick)CREATEACTIVATESUBSCRIPTIONBECOMESUBSCRIBER
 
CREATEACTIVATESubscription

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Restrictions & Validations

SCHEDULING INFORMATION

Include PageScheduling Subscription action - GlobalScheduling Subscription action - Global
  • For EFFECTIVE Subscriptions: Click on SUBMIT
  • For DRAFT Subscriptions: Click on SUBMIT AS DRAFT
    Action will be validated as provided in the section above and submitted if validations are passed
    • AnchorprocessingprocessingSystem Processing

    Once the action is submitted the following changes will be carried out by the system:

    Effective Subscriptions

    • Creates or updates a contact Information
    • Creates or updates an accounts Receivable. If an account is created, it is also related with the specified contact information
    • Creates new subscription
    • Relates subscription with specified accounts receivable
    • Sets subscription location
    • Creates and sets new billing terms in Effective state
    • Adds subscription services, subscription installed items and provisioning distributions
    • Sets the subscription to Effective
    • Sets the subscription services to Effective

    Draft Subscriptions

    • Creates or updates a contact Information
    • Creates or updates an accounts Receivable. It an account is created is also related with the specified contact information
    • Creates new subscription
    • Relates subscription with specified accounts receivable
    • Sets subscription location
    • Creates and sets new billing terms in Effective state
    • Adds subscription services, subscription installed items and provisioning distributions
    • Sets the subscription to Draft
    • Sets the subscription services to Draft

    Adding Flexible Bundle Services

    Include PageAdding Flexible Bundle Services - GlobalAdding Flexible Bundle Services - Global

    Adding Fixed Bundle Services

    Include PageAdding Fixed Bundle Services - GlobalAdding Fixed Bundle Services - Global

    Adding Fixed Bundle Installed Items

    Include PageAdding fixed bundle installed items - GlobalAdding fixed bundle installed items - Global Anchormultiple_dismultiple_disAdding Single Installed Item to Multiple Distributors Include PageAdding Single Installed Item to Multiple DistributorsAdding Single Installed Item to Multiple Distributors
    ActionValidationsRestrictionsAdditional InformationSystem Processing
    Become Subscriber - Effective
    • The subscription Subscription should be owned by an active accounts receivable
      The account is created via the current actions. Validations 'Active' Accounts Receivable.
      As a new account could be created, validations applied for the creation of an accounts receivable the account are also applied here. Visit View Managing Accounts Receivable for more information
    • The subscription should have an effective billing term instance 
      This is automatically created by the system when selecting a Billing Term Scheme
       
    • The installed items are available to be used .
    • The Installed Items are available for use as described in Inventory Management Definitions. 
    • The rules defined in the related subscription type are not violated
      • The subscription services are included in the subscription type allowed services
      • The subscription installed items are included in the subscription type allowed subscription installed items
      • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
      • The subscription billing term scheme is included in the subscription type allowed billing term scheme
         
    • The rules defined in the active subscription definitions are not violated
      • Subscription restrictions are not violated
      • Subscription service restrictions and dependencies are not violated
      • Subscription service per distributor restrictions and dependencies are not violated
      • Subscription installed item restrictions and dependencies are not violated
      • Subscription installed item per distributor restrictions and dependencies are not violated
         
    • The rules defined in the related billing term scheme are not violated
      • Concurrent usage based pricing rules are not violated 
        Only in case that the Concurrent usage is defined 
      • The specified billing term frequency is within the allowed billing frequencies
      • The specified binding period is within the allowed binding periods
      • The specified price plan is within the allowed price plans
      • The subscription services that will become effective are within the supported services
         
    • The rules defined in the active billing term definitions are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
      • The conditions to set a subscription as effective, specified on the active billing term definitions, should be met'Active' Subscription Definitions Rules (restrictions and dependencies) are observed.
    • The conditions for setting a Subscription as 'Effective', specified on the 'Active' Billing Term Definition should be met.
    • Only Services, Billing Term Schemes, Subscription Services and Physical Goods defined in the selected Subscription Type will be available for selection.
    • For Prepaid Subscriptions
      • Only Subscription Services and Price Plans defined in the selected Prepaid Billing Term Scheme will be available for selection.
    • For Normal Subscriptions
      • Only Subscription Services and Price Plans, Billing Frequencies and Binding Periods defined in the selected Normal Billing Term Scheme will be available for selection.

    Include Page
    Instant Validation and Billing of Prepaid Subscriptions
    Instant Validation and Billing of Prepaid Subscriptions

     

     

    Become Subscriber - Draft

    The same validations that apply for Effective subscriptions appy for draft as well apart from the following, which are skipped:

    • The rules defined in the active subscription definitions are not violated
      • Subscription service restrictions and dependencies are not violated
      • Subscription service per distributor restrictions and dependencies are not violated
      • Subscription installed item restrictions and dependencies are not violated
      • Subscription installed item per distributor restrictions and dependencies are not violated
    • The rules defined in the active billing term definitions are not violated
      • The conditions to set a subscription as effective, specified on the active billing term definitions, should be met 
    		 

    Executing Become Subscriber

  • Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  • From the Actions Menu click on NEW to open Subscription data entry page (Become Subscriber)

    • CONTACT INFORMATION

    Include PageSelect between new or existing Contact Information via another entity - GlobalSelect between new or existing Contact Information via another entity - Global

    ACCOUNTS RECEIVABLE

    Include PageDefining Accounts Receivable - GlobalDefining Accounts Receivable - Global

    BILLING ADDRESS

    Include PageDefining Billing Address - GlobalDefining Billing Address - Global

    SUBSCRIPTION ADDRESSES

    Include PageDefining Subscription Addresses - GlobalDefining Subscription Addresses - Global

  • SUBSCRIPTION TERMS

    1. Subscription Type: Select a subscription type from the drop down list
    1. Billing Term Scheme: Select a scheme from the drop down list (this is filtered based on the selected subscription type)
    2. Price Plan: Select Price Plan from the drop down list (this is filtered based on the selected scheme)
      1. VIEW PRICE PLAN RATES: Click on the link to view the products and the rates of the selected price plan
    3. Billing Frequency: Select billing frequency from the drop down list (this is filtered based on the selected scheme)
    4. Allowed Cycle Date: Date is set as soon as the Billing Term Scheme is selected and it is read only
    5. Binding Period: Select Binding Period from the drop down list (this is filtered based on the selected scheme)
    6. From: Click on the Calendar icon and select the date for which the contract should start 
    7. To: The date that the contract will expire. This will be automatically calculated based on the Binding Period and Binding From date
    8. Concurrent Usage: Provide the number of concurrent users for the specific subscription
    9. Concurrent Usage Rate Percentage: Provide the charge percentage per concurrent user. (i.e. Total amount to be paid per month will be the Price plan rate * Concurrent % * Concurrent usage) / per service

    10. Agreement Date: Click on the Calendar icon and select the date for which the new contract has been selected

      Info
      titleVisibility Conditions

      The following fields are only visible and available for selection if certain conditions are met

      • Binding Period: The selected Billing Term Scheme is not of type Pre Paid

      • Binding Start: The selected Billing Term Scheme is not of type Pre Paid

      • Concurrent Usage: The selected Billing Term Scheme supports concurrent usage

      • Concurrent Usage Percentage: The selected Billing Term Scheme supports concurrent usage

      BECOME SUBSCRIBER - SUBSCRIPTION TERMSImage Removed

    • SERVICES & INSTALLED ITEMS

    Include PageAdding Services and Installed Items to a subscription - GlobalAdding Services and Installed Items to a subscription - Global

    PREVIEW & ACTION PANEL

  • SUBSCRIPTION SERVICES TO BE ADDED

    1.  Provides an overview of the subscription services to be added

  • SUBSCRIPTION INSTALLED ITEMS TO BE ADDED

    1. Provides an overview of the subscription installed items to be added

  • SUBSCRIPTION ACTION DETAILS

    1. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behavior code

    2. 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
      Action Type and Sub Action type are visible only if applicable

    3. Performed By User :Search and add the user that logs the action 
      If you leave empty then the Logged in user will be set

    4. Performed Date: Click on the calendar icon and select date and time

    • Contact information and Accounts Receivable are either created or updated.
    • New Subscription is created and related to the account. Services and Installed Items are added to the Subscription with their Provisioning Distributions.
    • The Subscription and Services Life Cycle State is set to ' Effective'.
    • A Billing Term is created and set to 'Effective'.
    Become Subscriber - Draft

    The validations that apply for 'Effective' Subscriptions also apply for 'Draft' Subscriptions, with the exception of:

    		  
    • Same as with 'Effective 'Subscriptions apart from the Life Cycle State of the Subscription and its Services which are set to ' Draft'.
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