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To start using Normal Subscriptions, configure the System to support your business model. In the following table, you can find the configuration modules related to Normal Subscriptions.

Sub-module	Type	Classification	Navigation	Dig In
Billing Term Schemes	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	/wiki/spaces/WIP/pages/10008620
Subscription Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP TYPES	/wiki/spaces/WIP/pages/10008626
Subscription Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008628
Billing Term Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM DEFINITIONS	/wiki/spaces/WIP/pages/10008621
Normal Billing Run Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP NORMAL Billing Run DEFINITIONS	/wiki/spaces/WIP/pages/10008768
Subscription Action and Sub-Action Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP SUBSCRIPTION ACTION TYPES	/wiki/spaces/WIP/pages/10008627
Bill Sending Runs	Application		BILLINGBILLINGPERFORM BILL SENDING RUNS	Using Bill Sending Runs
Deactivate Normal Subscriptions	Application		BILLINGSUBSCRIPTIONSDEACTIVATE NORMAL SUBSCRIPTIONS	Using Deactivate Normal Subscriptions Run Definitions
Subscription Maintenance Utility	Application		BILLINGSUBSCRIPTIONSSUBSCRIPTION MAINTENANCE UTILITIES	Using Subscription Maintenance Utilities Run Definition

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schemes schemes

Step 1: Setting up Billing Term Schemes

First, you must configure the Start by configuring Billing Term Schemes.

Billing Term Schemes are used to control the creation or modification of Billing Terms. They provide information on the options available when creating Subscriptions and Jobs, such as the products that can be added or the Price Plans that will be used for their billingBilling. The Schemes also control Billing Engine processes by providing the billing Billing rules and policies that should be applied during Billing Runs.

Define the Termed Services and Expenses to be available for selection and addition to Subscriptions, and the Termed Services 'Billing Type' that distinguishes which services are PostPre-Bill and which will be PrePost-Bill Services.

• Post-Bill: Services which are billed after they have been being used.
• Pre-Bill: Services which are billed before they have been being used.

Once created, Billing Term Schemes are added on Subscription Types.

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types types

Step 2: Setting up Subscription Types

A Subscription Type A Subscription Type defines the company's commercial policies which are applied on Subscriptions of that typeon Subscriptions of the respective Type, such as what Services and what Physical Goods can be added on each Subscription Typeeach Subscription, which Billing Term Schemes will be made available for each Subscription Type as well as the company's departments (Organisational Units) can the Subscription and which Organisational Units will be able to create Subscriptions of the specific that Type.

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definition definition

Step 3: Setting up Subscription Definition

An active Subscription definition must then be configuredConfigure an 'Active' Subscription Definition next.

A Subscription Definition is a set of business rules and conditions which are used to create and maintain Subscriptions throughout their Life Cycle. For example, through the Subscription Definitions, you can define the maximum number of Subscriptions you can have per account or the maximum number of Main Services and Physical products that can be added to a Subscription. 
Subscription Definitions provide a number of restrictions and controls and can be used to define product dependencies. For example, a rule can be set where additional channels cannot be added unless one of the Main channels is added first.

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bill_definition bill_definition

Step 4: Setting up Billing Term Definitions

Billing Term Definitions come nextfollow. They These are differentiated based on Classification, which can be 'Subscription' or Jobs'Job'.

Billing Term is the agreement/ contract between the customer and the company. It provides information with regards to billingBilling, contract dates and billing Billing periods. Billing Terms are created every time a Billing Term Scheme is added or updated on the Job or Subscription, and it determines determine whether a Subscription will be handled by Normal or Prepaid Billing. Billing Term behaviour is governed by Billing Term Definition rulesRules.

Billing Term Definitions are used to define set the business rules used to which validate several processes applied to Subscription Subscriptions or Jobs, via through their related Billing Term. For example, you can define rules where you will not allow Regret after a  Rules can be defined where Regret is not allowed after a certain number of days, or define where cancellation penalties are applied based on a particular service and remaining binding period.Service's remaining Binding Period.  Rules are used across all Billing Terms, regardless of their SchemesScheme.  It is possible, however, for each rule, you can to define whether it a rule is only applicable to particular schemes.

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br_definition br_definition

Step 5: Setting up Normal Billing Run Definitions

Time It'sTime for Billing!!!

Normal Billing is the mechanism used to bill customers before or after they start using Services they have bought or are subscribed to. Normal Billing is handled by the execution of Normal Billing Runs that create Financial Transactions which are used to debit or credit the customer's Accounts Receivable and which are then grouped and presented to the customers through Bills.

Normal Billing Run definitions is Definitions are a set of business rules which are used to control the behaviour of Normal Billing Runs throughout their whole Life Cycle. Normal Billing Run definitions Definitions are used to define several business rules that are must be applied during the Billing Run, but also as well as default values , which that are used while running during Normal Billing Runs.

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actions actions

Step 6: Setting Up Subscription Action and Sub-Action Types, Bill Sending Runs, Disconnection and Activation Runs

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• Subscription Action Type:
  The modifications performed on a Subscription when a Subscription Action is executed depend on the Subscription Action's Type, while the Subscription Sub-Action Type is used to apply a business meaning.

  • There are 2 Subscription Actions and have two main characteristics that all Subscription actions have, and these are configured in the Subscription Action Type and Subscription Sub-ActionType Level.

    Note
    There It is no need not necessary to configure Subscription Action Types as you can find all available Subscription Action Types and Sub-Types can be found in the Subscription's page. Configure new Subscription Action Types and Sub-Types only if you want to categorise actions executed Actions.

• Bill Sending Runs: Once Bills are created once the Billing Run is executed Bills are created. Bill Sending Run Definitions are used to determine the business rules that are used to identify Bills to that should be sent through Email, SMS or an external Systemsystem. Configure the Bill Sending Runs if you would like want to directly handle Bill the sending of Bills directly from CRM.COM

• Subscription Maintenance Utilities Run 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 Balance changed within a specified timeframetime-frame.
    
  • Execute Scheduled Actions
    Executes all Scheduled Subscription Actions whose Scheduled Execution date is equal to or before the current date.

  Note
  If not configured then , deactivated Subscriptions will only be activated by the respective Activation Subscription actionAction, while scheduled actions Actions will never be executed.

   

• Deactivate Normal Subscriptions Run Definition Definitions  are used to define set the rules to be followed when for executing Runs to that deactivate Subscriptions. The decision on which Subscriptions should be deactivated for deactivating Subscriptions is based on the criteria set on the Definitions, among which, you can define criteria related to the criteria set in the Definitions including Accounts Receivable Classification, Subscription Type and Frequency. 
  Additionally, you can define whether the deactivation is done based on an Accounts Receivable outstanding amount or the Credit Limit It can also be defined whether deactivation occurs based on the Outstanding Amount of the Accounts Receivable and/or bothits Credit Limit.

  Note
  If not configured then , Subscriptions will only be deactivated by the respective Deactivate Subscription actionAction.

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