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 Back to Subscriptions Main Page 

Excerpt
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Learn to configure Subscription Maintenance Utilities Definition that will dictate behaviour of Runs for activating settled Subscriptions and executing scheduled Subscription Actions for from Release CRM.COM R11 and onwardsonward

Note

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titleAvailable from CRM.COM R11.0.0
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For a description of the Normal Subscription Activation Process for releases before CRM.COM R11.0.0 visit Activate Settled Subscriptions Runs

For a description of the Execution of Scheduled Actions for releases before CRM.COM R11.0.0 visit Execute Scheduled Subscription Actions Runs

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Navigating to Subscription Maintenance Utilities Definitions

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BILLING > SUBSCRIPTIONS > SUBSCRIPTION MAINTENANCE UTILITIES

What are Subscription Maintenance Utilities Definitions?

The Subscription Maintenance Utilities Definition provides a set of utility batch processes that can be used to maintain Subscriptions.

  • Activate Settled Subscriptions
    Activates 'Not Effective' Normal Subscriptions that belong to Accounts Receivable that have not exceeded their Credit Limit and that had their balance changed within a specified timeframe
  • Execute Scheduled Actions
    Executes all Scheduled Subscription Actions whose Scheduled Execution date is equal or before the current date.

Only one instance of the Subscription Maintenance Utilities Definition can exist in the System, therefore you cannot create a New Definition or Delete an existing one

  • Navigate to Subscription Maintenance Utilities Definitions and modify (EDIT) the Definition as required
  • Use CANCEL to revert any unwanted changes made to the Definition.

  • Use VIEW PROCESS Runs available in the section of each process to view all the Runs executed for the specific Process

Check the Validations & Restrictions Table below for a list of available Actions when working with Subscription Maintenance Utilities, including each Action's related validations, restrictions, and a description of its system process.  View the Attributes Table for a comprehensive description of the Subscription Maintenance Utilities fields.

ubscription Maintenance Utilities Run Definition

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validations
validations
Validations & Restrictions

ActionValidationsRestrictionsAdditional InformationSystem Processing
Create
  • Not Applicable
  • You cannot create a new Definition
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Not Applicable
  • Not Applicable
  • Not Applicable
Delete
  • Not Applicable
  • You cannot delete a Subscription Maintenance Definition
  • Not Applicable
  • Not Applicable
Process Settled Subscriptions
  • Not Applicable
  • Not Applicable
  • The process retrieves only Not Effective Subscriptions following a Normal Billing Term Scheme which have not exceeded their /wiki/spaces/WIP/pages/10010224 and had a balance change within the specified timeframe
  • Subscriptions that meet the conditions are activated
  • If the Definition is still enabled then
    • A Run is rescheduled after a period of time, based on the frequency defined on the Definition
  • If the Definition is not enabled then
    • The processing ends, and no Run is rescheduled
Process Subscriptions with Scheduled Processes
  • Not Applicable
  • Not Applicable
  • The process retrieves all Scheduled Subscription Actions whose Scheduled Execution Date is equal or before the current date.
  • Subscription Actions that meet the conditions are activated
  • If the Definition is still enabled then
    • A Run is rescheduled after a period of time, based on the frequency defined on the Definition
  • If the Definition is not enabled then
    • The processing ends, and no Run is rescheduled

 

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attributes
attributes
Attributes

An * indicates a field is mandatory 

Name

Description

Process Settled Subscriptions Settings

It defines the settings that will be applied while processing settled Subscriptions

Activate Normal Subscriptions

The Settings that are used while performing "Activate Normal Subscription" Runs, which are applied in order to activate not effective Normal Subscriptions which are already settled 
(i.e. they don't exceed their credit limit status)

Enabled *

Defines if the process is 'Enabled' or not.
If enabled and the process is not already submitted to the Scheduler, the 'Batch Processes Health Monitoring Utility' submits this process to the Scheduler in order to execute it. 

Note

If disabled and the process is already submitted then it is executed and not resubmitted to the Scheduler.

Frequency *Defines the recurrence Frequency measured in Seconds, Minutes, Hours or Days
Hours Since Latest
Accounts Receivable Balance Change

Applies an additional filter on the retrieved Subscriptions so that only Subscriptions owned by Accounts Receivable having Financial Transactions which were posted within the last X hours are retrieved.

Only Integer numbers accented

Subscription Action Type

The Subscription Action Type that is used to classify each Activate Subscription action that will be applied

Note

If no Subscription Action Types or Sub-Action Types are configured in the System for Activate Subscription, you don't need to define anything

Subscription Sub-Action Type

The Subscription Sub-Action Type that is used to classify each Activate Subscription  action that will be applied

Note

If no Subscription Action Types or Sub-Action Types are configured in the System for Activate Subscription, you don't need to define anything

View Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were activated.
In case of an error, the error code and description is displayed.

Process Subscriptions with Scheduled Changes

It defines the settings that will be applied while processing Subscriptions having scheduled changes

Execute Scheduled Subscription Actions

The settings that are used while performing the "Execute Scheduled Subscription Actions" Runs

Enabled

Defines if the process is 'Enabled' or not.
If enabled and the process is not already submitted to the Scheduler, the 'Batch Processes Health Monitoring Utility' submits this process to the Scheduler in order to execute it.

Note

If disabled and the process is already submitted then it is executed and not resubmitted to the Scheduler.

Frequency*Defines the recurrence Frequency measured in Seconds, Minutes, Hours or Days
View Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscription Actions that were processed.
In case of an error, the error code and description is displayed.
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