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Find out about Use Short Term Subscription Activation to temporarily activate a Subscription

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When to use Short Term Subscription Activation

In CRM.COM you are allowed to activate subscriptions and all its services, Short Term Subscription Activation is used to temporarily activate a Subscription and its Services which are in state a 'Draft' or 'Not Effective for a short period of time' Life Cycle State. 

Subscriptions in Short Term Activation can be deactivated in the following ways:

Automatically: When the

automatically when the Short Term Activation end date is reached

Subscription Action: 

or through the Subscription Action End Short Term Subscription Activation.

AnchorschedulescheduleShort Term Subscription Activation Information
Action can be scheduled(tick)
Behavior CodeSHORTTERMSUBSCRIPTIONACTIVATION
Business Classification CodeSHORTTERMSUBSCRIPTIONACTIVATION
AnchorvalidationsvalidationsRestrictions & ValidationsActionValidationsRestrictionsAdditional InformationShort Term Subscription Activation
  • The subscription is owned by an active accounts receivable
  • The subscription should have an effective billing term instance
  • 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 schemes
  • 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
    • 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 short-term 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 short-term effective, specified on the active billing term definitions, should be met
    • The Short-term Activation Rules are not violated
  • The action is available only if the subscription has one of the following Life Cycle States: 
    • Draft 
    • Not Effective  

 

Include PageInstant Validation and Billing of Prepaid SubscriptionsInstant Validation and Billing of Prepaid Subscriptions

 

Executing Short Term Subscription Activation

  • Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  • Search for the Subscription you are looking for, using the criteria section
  • Click on the Subscription number to go to the Data Entry page of the subscription
  • On the left hand side of the screen you can see the ACTION PANEL
  • Click 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
    SHORT TERM SUBSCRIPTION ACTIVATIONImage Removed
  • If required check the following sections for information 

    1. EXISTING SUBSCRIPTION SERVICES

      1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

      1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

      1. Provides an overview of any Bills related to the subscription and have not yet been settled

    • SUBSCRIPTION ACTION DETAILS

  • 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

    • SCHEDULING INFORMATION

    Include PageScheduling Subscription action - GlobalScheduling Subscription action - Global

    End Short Term Activation

    On a specific date: If selected then a date field appears in order to specify the specific
    Note
    • 'Short Term Effective' is a billable Life Cycle State in CRM.COM, unless it is explicitly defined as creditable in the 'Active' Billing Term Definition.

    View the Information Table below for 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.

    The Action requires one of the following two 'End Short Term Activation' values to be defined which will indicate the end of the Short Term Effective period:

    1. ON A SPECIFIC DATE: If selected, a date field appears for specifying the date and time using the appropriate links. The date must be greater than the current date. 
    2. After a Specific Number of Days:  If selected then

      AFTER A SPECIFIC NUMBER OF DAYS: If selected, a number field appears in order to specify the number of days. The

      specified

      value must be an integer

      value

      greater than 0.

      info
    Note

    When

    the action is being scheduled either using

    scheduling the Action by using a value for the specific date or specific number of days, the Short Term Activation End Date must be greater than

    scheduled

    Scheduled Date.

    Click on "SUBMIT"


    Anchor

    SCHEDULED SHORT TERM ACTIVATIONImage Removed

    schedule
    schedule
    Subscription Action Information

    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:

  • Sets the subscription life cycle state to Short-Term Effective
    • Sets the life cycle state of all subscription services which are in state draft or not effective to Short-Term EffectiveSets the subscription service:
  • life cycle state period 
  • bill effective date, 
  • billable start period
    • billing directives according to business rules
    can be scheduledPreview Rate AvailableBehaviour CodeBusiness Classification Code
    (tick)(error)SHORTTERMSUBSCRIPTIONACTIVATIONSHORTTERMSUBSCRIPTIONACTIVATION


    Anchor
    validations
    validations
    Restrictions & Validations

    ActionValidationsRestrictionsAdditional InformationSystem Processing
    Short Term Subscription Activation
    • The Subscription is owned by an 'Active' Accounts Receivable.
    • 'Active' Subscription Definition Rules are observed.
    • Active Billing Term Definition Rules are observed.
      • The activation conditions for setting a Subscription as 'Short Term Effective', specified on the 'Active' Billing Term Definitions, should be met.
      • The Short Term Activation Rules are observed.
    • The Action is available only if the Subscription is in one of the following Life Cycle States: 
      • Draft 
      • Not Effective  

     

    • Include Page
      Instant Validation and Billing of Prepaid Subscriptions
      Instant Validation and Billing of Prepaid Subscriptions
    • Sets the Subscription and all its Services which are in a 'Draft' or 'Not Effective' Life Cycle State to 'Short Term Effective'. 
    • Sets the Subscription Service Life Cycle State, Bill Effective Date, Billable Start Period and Billing Directives according to the business rules.
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