Versions Compared

Old Version 7

changes.mady.by.user Persia Xenopoulou (Deactivated)

Saved on

compared with

New Version 8

changes.mady.by.user Persia Xenopoulou (Deactivated)

Saved on

Key

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

Find out about Use Move Installed Items Between Subscriptions -

Status
colourRed
titleAvailable from CRM.COM R9.0.0

StatuscolourRedtitleAvailable from CRM.COM R9.0.0

to move a Subscription Installed Item to a different Subscription of the same subscriber.

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

When to use Move Installed Items Between Subscriptions

Use Move Installed Items Between Subscriptions to move installed items Installed Items between subscriptions Subscriptions owned by the same Accounts Receivable.

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.

Note
  • New Subscription No.: The Target Subscription that belongs to the same account.
  • New Distributors: The distributor that the Installed Item will be distributed by, on the Target Subscription.
    • Use ENABLE and DISABLE to add an item to or remove the item from a Distributor.

 

 MOVE INSTALLED ITEMS BETWEEN SUBSCRIPTIONSImage Added

Anchor
schedule
schedule

Move Installed Items Between Subscriptions Information

Subscription Action Information

(error)MOVEINSTITEMTOANOTHERSUBSCRIPTION
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(error)(error)MOVEINSTITEMTOANOTHERSUBSCRIPTIONMOVEINSTITEM
 

Anchor
validations
validations
Restrictions & Validations

The action is available only if the subscription has
ActionValidationsRestrictionsAdditional InformationSystem Processing
Move Installed Items Between Subscriptions
  • Both source and target subscriptions are owned by Subscriptions belong to the same accounts receivable Accounts Receivable owner.
  • The target subscription should be  Subscription is owned by an active accounts receivable
  • The target subscription should have an effective billing term instance
  • For the source subscription
    • If the subscription is Effective then
      • 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
  • For the target subscription
    • The rules defined in the related subscription type are not violated
      • 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
    • If the subscription is already Effective 
      • The rules defined in the active subscription definitions are not violated are not violated 
        • Subscription installed item restrictions and dependencies are not violated
        • Subscription installed item per distributor restrictions and dependencies are not violated
  • 'Active' Accounts Receivable.
  • If the Source Subscription is 'Effective' then:
      • 'Active' Subscription Definition Rules are observed.
        • The restrictions and dependencies set by the Subscription Service and each of its Distributors are observed.
  • For the target Subscription
    • Subscription Type Rules are observed.
      • The Subscription Installed Items are included in the Subscription Type's allowed Subscription Installed Items.
      • The Subscription Provisioning Distributors are included in the Subscription Type's allowed Provisioning Distributors.
    • If the Subscription is already 'Effective' 
      • Active Subscription Definition rules are observed.
        • The restrictions and dependencies set by the Subscription Installed Item and each of its Distributors are observed. 
           
  • The 'Action' is available only if the Source Subscription is in one of the following Life Cycle States:
    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Regretted
    • Cancelled
    • Short Term Effective
    • Short Term Not Effective
  • The action Action is not available if:
    • There are no other subscriptions Subscriptions related to the same account.
    • There exist are no available Installed Items on the subscription

 

Executing Move
    • Installed Items
Between Subscriptions
  • 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 Installed Items 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
    MOVE INSTALLED ITEMS BETWEEN SUBSCRIPTIONSImage Removed 
    • Check the box next to the Item that you woild like to moveNew Subscription No
      • .
    : Search for a subscription that belongs to the same accountNew Distributors: Click on the link to open Select Provisioning Distributors modal, in order to select the Distributor(s) that the installed Item will be distributed from 
    (Multiple Distributors can be selected) AnchorprocessingprocessingSystem Processing

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

    Specified installed item is removed from source subscription
  • Click on ENABLE next to the distributor you would like to add
    The distributor added will be shown on the right pane of the modal window with the action Enable next to it
  • Click on DISABLE next to the distributor you would like to remove
    The distributor will be removed from the right pane of the modal window
  • Click on SAVE

  • PREVIEW & ACTION PANEL

    1. Subscription Installed Items to Be Removed

      See the installed items that will be removed from the subscription, including information on which subscription they will be moved and to which distributors 

  • SUBSCRIPTION ACTION DETAILS

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. 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
    4. Performed By User : Search and add the user that logs the action 
      If you leave empty then the Logged in user will be set

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

  • Click on "SUBMIT"
    Action will be validated as provided in the section above and submitted if validations are passed
    • The specified Installed Item is removed from the source Subscription.
    • The distribution of the specified
    installed item
    • Installed Item and its related
    provisioning distributors
    • Provisioning Distributors are removed from the source
    subscription
    Specified installed item
    • Subscription.
    • The specified Installed Item is added to the target
    subscription
    • Subscription.
    • Related
    provisioning distributors,
    • Provisioning Distributors are added to the target
    subscription,
    • Subscription if
    they do
    • not already
    exist
     
    • present.
    • The specified
    installed item
    • Installed Item is distributed to its related
    provisioning distributor
    • Provisioning Distributor on the target
    subscription
    • Subscription.
    • The
    installed item history
    • Installed Item History is updated by specifying the source
    subscription
    • Subscription and the
    subscription
    • Subscription to which the
    installed item
    • Installed Item is moved
    to
    • .
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse

    excerpttrue

    labelssubscription-actions-r7

    Panel
    namegrey

    Helpful Links

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal