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Step 3: Setting up Subscription Definition

Configure 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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Step 4: Setting up Billing Term Definitions

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Step 5: Setting up Normal Billing Run Definitions

It'sTime s time 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 are a set of business rules which are used to control the behaviour of Normal Billing Runs throughout their Life Cycle. Normal Billing Run Definitions are used to define several business rules that must be applied during the Billing Run, as well as default values that are used during Normal Billing Runs.

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Configure the following modules for additional functionality and categorisation. You can skip the configuration of the these modules if not required by your business model.

• 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.

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

    Note
    It is not necessary to configure Subscription Action Types as 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 executed Actions.

• Bill Sending Runs: Bills are created once the Billing Run is executed. Bill Sending Run Definitions are used to determine the business rules that are used to identify Bills that should be sent through Email, SMS or an external system. Configure the Bill Sending Runs if you want to handle 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 changed within a specified time-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, deactivated Subscriptions will only be activated by the respective Activation Subscription Action, while scheduled Actions will never be executed.

   

• Deactivate Normal Subscriptions Run Definitions  are used to set the rules for executing Runs that deactivate Subscriptions. The decision for deactivating Subscriptions is based on criteria set in the Definitions including Accounts Receivable Classification, Subscription Type and Frequency.  It can also be defined whether deactivation occurs based on the Outstanding Amount of the Accounts Receivable and/or its Credit Limit.

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

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