Page Comparison

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Sub-module	Type	Classification	Navigation	Dig In
Billing Term Schemes	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	Configuring Normal Billing Term Schemes for SubscriptionsSubscription
Subscription Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP TYPES	Configuring Normal Subscription Types
Subscription Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP BUSINESS DEFINITIONS	Configuring Normal Subscription Definitions
Billing Term Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM DEFINITIONS	Configuring Billing Term Normal Subscription Definitions
Normal Billing Run Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP NORMAL Billing Run DEFINITIONSConfiguring	Normal Billing Run DefinitionsSubscription
Subscription Action and Sub-Action Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP SUBSCRIPTION ACTION TYPES	Configuring Subscription Action and Sub Action Types Normal Subscription
Bill Sending Runs	Application		BILLINGBILLINGPERFORM BILL SENDING RUNS	Using Bill Sending Runs
Deactivate Normal Subscriptions	Application		BILLINGSUBSCRIPTIONSDEACTIVATE NORMAL SUBSCRIPTIONS	Using Deactivate Normal Subscriptions Run DefinitionsSubscription
Subscription Maintenance Utility	Application		BILLINGSUBSCRIPTIONSSUBSCRIPTION MAINTENANCE UTILITIES	Using Normal Subscription Maintenance Utilities Run Definition

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schemes schemes

Step 1: Setting up Billing Term Schemes

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definition definition

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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bill_definition bill_definition

Step 4: Setting up Billing Term Definitions

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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.

  • 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.

Do it Yourself!!