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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 |
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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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Table of Contents
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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.
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Action | Validations | Restrictions | Additional Information | System Processing |
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Edit |
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Delete |
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Process Settled Subscriptions |
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Process Subscriptions with Scheduled Processes |
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An * indicates a field is mandatory
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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 | |||
Enabled * | Defines if the process is 'Enabled' or not.
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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
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Subscription Sub-Action Type | The Subscription Sub-Action Type that is used to classify each Activate Subscription action that will be applied
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View Process Runs | Displays 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.
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Frequency* | Defines the recurrence Frequency measured in Seconds, Minutes, Hours or Days | ||
View Process Runs | Displays 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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