Versions Compared

Version Old Version 8 New Version 9
Changes made by

Persia Xenopoulou (Deactivated)

Persia Xenopoulou (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt
hiddentrue

Understand the usage of Buy in In Advance within CRM.COM

What does this section cover?

Table of Contents
minLevel2

What are Buy in

Panel
nameblue

Table of Contents

Table of Contents

What is Buy In Advance?

The Buy in In Advance feature provides subscribers with the option to possibility to be billed for a period longer period than that of time than their normally contracted billing frequency or prepaid/pre-rated period, in exchange to getting for a discounted pricediscount.

Billing Frequency is applicable in applies to Subscriptions with Normal Billing Term Schemes

Status
colourRed
titleAvailable from CRM.COM R9.0.0
 - Prepaid / pre and Prepaid / Pre-rated period is applicable applies for Subscriptions with Prepaid Billing Term Schemes. 

Note
Buy in

  Buy In Advance can be applied to a Prepaid/Pre-rate subscription from CRM.COM R9.0.0 and onwards

Buy In Advance Glossary

Red

  
TermDescription
Buy In Advance RequestA request made from customers to be billed for a longer period than that in their contract.
Normal Billing - Post BillNormal post-bill billing is a

A billing mechanism

which is used in cases

where customers

start using

use the services

that

they subscribed to or were delivered to them and

by

are charged at the end of their billing frequency period

they are charged for those services

.

Normal Billing - Pre-BillNormal pre-bill billing is a billing mechanism which is used in cases A billing mechanism where customers are pre- billed in advance for the services they subscribed to.
Prepaid / Pre-rated Billing
Status
colour
titleAvailable from CRM.COM R9.0.0
Prepaid billing is a A billing mechanism which is used in cases where customers pay in advance for the services they are subscribed to and then they start using to before starting to use them. The period gor for which they will be billed in advance is pre-configured in the system for each service individually.
Price PlanA set of price plan rates used to bill an accounts receivable Accounts Receivable based on the transactions that were performed on behalf of the accounts receivable owneraccount holder.
Auto-Applied DiscountsAuto apply discounts are A mechanism used to automatically provide discounts , on top of any addition to agreed price plan offers, based on conditions related associated with the customer’s accounts receivable, but also what the customer has ordered or subscribed toAccounts Receivable, their orders and Subscriptions.
Ad Hoc DiscountsAd hoc discounts are A mechanism used to provide discounts on an ad hoc basis, following some predefined business rules and restrictions.

 

Buy

in

In Advance Key Processes and Concepts 

Processes / ConceptDescription
Billing Rating process if a buy in advance request Buy In Advance Request exists for a Normal Subscription

If a Buy in In Advance Request exists for a normal billing Normal Billing term scheme subscriptionSubscription, then the Normal Billing Run process will consider the duration specified on the request during the calculation of the period to be rated, instead of considering the billing frequency specified on the Subscription’s Billing Terms, unless if the billing frequency period is greater than the duration specified on the Buy in In Advance Request.

 

Billing Rating process if a buy in advance request Buy In Advance Request exists for a Normal Prepaid Subscription

Status
colourRed
titleAvailable from CRM.COM R9.0.0

 

If a Buy in In Advance Request exists for a prepaid billing Prepaid Billing term scheme subscription Subscription, and there is at least one pre-rated service on this subscription, then the Prepaid Billing Run process will consider the duration specified on the request during the calculation of the period to be rated, instead of considering the pre-rated service period specified on the Subscription’s Billing Terms, unless the billing pre-rated period is greater than the duration specified on of the Buy in In Advance Request.

Note

◘ The wallet Wallet balance should must be enough in order to pre-rate all of the pre-rated services according to the buy in advance Buy In Advance request time
◘ If the wallet Wallet balance is not enough to cover ALL services, then the Buy In Advance request will be Request is automatically cancelled, and the subscription will be is billed based on the pre-rated period defined on the billing term scheme

Buy in In Advance and Additive Discounts relation

Billing Rating process will take into consideration any related Additive discounts related to the Buy in Advance requests.

The duration defined on the Buy in Advance request is evaluated against the buy in advance duration conditions, which are specified under the additive discount subscription criteria.

Billing with Free Period discounts

In the case of free period discounts, the free period is included in the buy in advance request duration.

For example if a buy in advance request for 12 months Buy In Advance can be used along with promotional offers, to encourage customers to pay up front for a long period in exchange for a discount. In CRM.COM Additive Discounts can be combined with Buy In Advance, offering the customers either a discount on the total amount or free periods.

When the Billing Engine bills Buy In Advance Requests, it also checks for related Additive discounts. For example, if a 12 month Buy In Advance Request is submitted, which is eligible for 3 three free months free, then the subscription will be billed for 12 months, having of which the first 3 three months for will be free and the rest 9 months next nine will bill based on the agreed rate.

Viewing Buy in Advance requests

You can view a Buy in Advance Request from 2 screens

  • View Subscription History (Subscription Data Entry page)
  • Manage Buy in Advance Requests (Buy In Advance Data Entry page)

 

Placing Buy in Advance requests Placing Buy In Advance Requests in listsCustomers with Buy in In Advance requests Requests can be added in to lists (called known as 'segments' in CRM.COM). These lists can be used throughout the software maily in batch processes as conditions, in order to perform additional functions.
For example, you could create a list of all your lists can be created for all customers with Buy in In Advance Requests who are getting close to their expiration date and notify them that their buy in advance period is over, suggesting a possible renewl!
The above would be possible , so that they can be notified and suggested a possible renew.
This can be effected by including the segment in a Notification Run, using a Communication Template

Buy

in Advance Network Characteristics

In Advance Access & Viewing Controls

Business Network Characteristics define the level of access for each recordentry. i i.e. , whether it will be available for selection, viewing , editing etc.or editing 

in
EntityNetwork CharacteristicsDescription
Buy in In Advance DefinitionsGlobal Viewing EntitiesBuy In Advance Definitions have no access restrictions. They can be viewed and selected by all users.
Buy In Advance RequestsImplicit Viewing Access EntitiesBuy In Advance Requests can be accessed viewed and modified by users that belong to the Group defined at the Owned By Group of the related Subscription, or that belong to a group that collaborates with the specified group or by Super Users

 

Buy

in

In Advance Related Modules

 
EntityInteraction EntityHowof Buy In Advance with the Entity
Rated Billing ItemsBuy in In Advance is captured included and included on rated by the Rated Billing Item
Additive DiscountsDefine the discounted price, via Additive Discounts, based on the Buy in In Advance period
SubscriptionsRequest Buy in In Advance for a subscriptionSubscription
SegmentationYou Segments can create segments be created based on Buy in In Advance Requests

 

Buy

in

In Advance - Business Examples

The following section provides business examples to help you understand of how the CRM.COM Buy in In Advance module is used.

Annual Buy

in

In Advance Offer 

Panel
nameblue
titleBuy in Advance Requests for Normal Subscriptions

Business Requirement

Aluxsat Co. as part of its Winback strategy, offers 3 three months free to customers willing to be billed for a whole year up front. The offer is only available to customers that have subscribed to Subscription Type: Gold

CRM.COM solution

  • Buy in In Advance Definition Set up
    Configure the definition with the following settings:

    • Duration: From 12 months - To 12 months 

      Duration FromDuration ToUOTConditions
      1212MONTHSSubscription Type: GOLD

       

       

  • Additive Discounts Definition/wiki/spaces/CRMR4MANUALS/pages/222275
    Configure an Auto Apply Definition with the following settings:

    TypeClassificationAmount /Free PeriodValidityDurationNumber of Applied DiscountsCriteria
      Free PeriodEffectiveExpirationEffective From Buy in In Advance
    Auto ApplySubscription3 months01/01/201501/01/2020Agreement DateOnceFrom: 12 To: 12 UOT: Months

 

  • User Processes
  1. User should navigate to Subscriptions data entry Data Entry page
  2. Action: SUBMIT BUY IN ADVANCE Buy In Advance REQUEST

  3. Provide the following information:

    DurationUOTBilling Effective Date
    12monthsLast Rated Date of the subscription

  4. Submit the requestRequest

  5. Check out View the Request at View Subscription History page
  6. Use action: BILL SUBSCRIBER
    1. Bill from Last Rated Date
    2. Submit the action

Result: The system will bill the subscription Subscription for a year, giving offering the 3 three first months for free.

Note

View the following manuals for more information on how to set up and use the System for the above example


 

Application of Buy In Advance Requests During Billing

Panel
nameblue
titleApplication of Buy in Advance

Below you can see Find some examples below, of how the system will behave taking into consideration System will react to the Buy in In Advance Request start date Start Date and the Subscriptions Billable Period Dates

  • Example 1
    • Subscription will be billed from 01/01/16 to 01/02/16
    • Buy in advance request In Advance Request exists from 01/02/16 to 01/04/16
      • Subscription will be billed starting from 01/01/16 up to 01/04/16
  • Example 2
    • Subscription will be billed from 01/01/16 to 01/02/16
    • Buy in advance request In Advance Request exists from 30/01/16 to 30/03/16
      • Subscription will be billed starting from 01/01/16 up to 30/03/16
  • Example 3
    • Subscription will be billed from 01/01/16 to 01/02/16
    • Buy in advance request In Advance Request exists from 02/02/16 to 02/04/16
      • Subscription will be billed starting from 01/01/16 up to 01/02/16
  • Example 3
    • Subscription will be billed from 01/01/16 to 01/04/16
    • Buy in advance request In Advance Request exists from 01/02/16 to 01/04/16
      • Subscription will be billed starting from 01/01/16 up to 01/04/16 
      • Buy in In Advance Request will be ignored

 

Note

Visit Applying a Buy in View Creating Buy In Advance Requests for explanation on application and validations of Buy in In Advance during Billing


Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse

excerpttrue

labelsbuy-in-advance-basics-r7,buy-in-advance-advanced-r7,buy-in-advance-admin-r7

Panel
namegrey

Popular Labels

Popular LabelsspaceKeyV4Manualstyleheatmap