What does this section cover?

When to use Become Subscriber

Become Subscriber is a Subscription Action which is used for creating a new subscription from scratch.

For a subscription to be considered complete and ready for usage by the customer, the following needs to be met.

• Contact Information
• Active Accounts Receivable
• Effective Subscription with its services and required Installed Items

Become Subscriber action allows you to create all of the required entities at once, without switching between screens

There are 2 ways to use "Become Subscriber"

• Creating Effective Subscriptions
  • Creates and Activates a Subscription
• Creating Draft Subscriptions
  • Creates the Subscription (Activation may be done at a later stage)

In the sections that follow you can see the difference between each of the actions regarding, validations applied and processing.

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schedule schedule

Become Subscriber Information

	DRAFT	EFFECTIVE
Action can be scheduled
Behavior Code	BECOMESUBSCRIBER	BECOMESUBSCRIBER
Business Classification Code	CREATEDRAFTSUBSCRIPTION	CREATEACTIVATESUBSCRIPTION

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validations validations

Restrictions & Validations

Executing Become Subscriber

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. From the Actions Menu click on NEW to open Subscription data entry page (Become Subscriber)

3. CONTACT INFORMATION

   Include Page
   Select between new or existing Contact Information via another entity - Global Select between new or existing Contact Information via another entity - Global

   
   
   

4. ACCOUNTS RECEIVABLE

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   Defining Accounts Receivable - Global Defining Accounts Receivable - Global

5. BILLING ADDRESS

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   Defining Billing Address - Global Defining Billing Address - Global

6. SUBSCRIPTION ADDRESSES

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   Defining Subscription Addresses - Global Defining Subscription Addresses - Global

7. SUBSCRIPTION TERMS

   1. Subscription Type: Select a subscription type from the drop down list
   1. Billing Term Scheme: Select a scheme from the drop down list (this is filtered based on the selected subscription type)
   2. Price Plan: Select Price Plan from the drop down list (this is filtered based on the selected scheme)
      1. VIEW PRICE PLAN RATES: Click on the link to view the products and the rates of the selected price plan
         
   3. Billing Frequency: Select billing frequency from the drop down list (this is filtered based on the selected scheme)
   4. Allowed Cycle Date: Date is set as soon as the Billing Term Scheme is selected and it is read only
      
   5. Binding Period: Select Binding Period from the drop down list (this is filtered based on the selected scheme)
   6. From: Click on the Calendar icon and select the date for which the contract should start 
   7. To: The date that the contract will expire. This will be automatically calculated based on the Binding Period and Binding From date
   8. Concurrent Usage: Provide the number of concurrent users for the specific subscription
   9. Concurrent Usage Rate Percentage: Provide the charge percentage per concurrent user. (i.e. Total amount to be paid per month will be the Price plan rate * Concurrent % * Concurrent usage) / per service

   10. Agreement Date: Click on the Calendar icon and select the date for which the new contract has been selected

       Info
       title Visibility Conditions
       The following fields are only visible and available for selection if certain conditions are met • Binding Period: The selected Billing Term Scheme is not of type Pre Paid • Binding Start: The selected Billing Term Scheme is not of type Pre Paid • Concurrent Usage: The selected Billing Term Scheme supports concurrent usage • Concurrent Usage Percentage: The selected Billing Term Scheme supports concurrent usage

       

8. SERVICES & INSTALLED ITEMS

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   Adding Services and Installed Items to a subscription - Global Adding Services and Installed Items to a subscription - Global

   Info
   If you would like to add same installed item ti multiple distributors then check out the related section below.

9. PREVIEW & ACTION PANEL

   1. SUBSCRIPTION SERVICES TO BE ADDED

      1.  Provides an overview of the subscription services to be added

   2. SUBSCRIPTION INSTALLED ITEMS TO BE ADDED

      1. Provides an overview of the subscription installed items to be added

   3. SUBSCRIPTION ACTION DETAILS

      1. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behavior code

      2. 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
         Action Type and Sub Action type are visible only if applicable

      3. Performed By User :Search and add the user that logs the action
         If you leave empty then the Logged in user will be set

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

   4. SCHEDULING INFORMATION

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      Scheduling Subscription action - Global Scheduling Subscription action - Global

10. For EFFECTIVE Subscriptions: Click on SUBMIT
11. For DRAFT Subscriptions: Click on SUBMIT AS DRAFT
    Action will be validated as provided in the section above and submitted if validations are passed

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processing processing

System Processing

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

Effective Subscriptions

• Creates or updates a contact Information
• Creates or updates an accounts Receivable. If an account is created, it is also related with the specified contact information
• Creates new subscription
• Relates subscription with specified accounts receivable
• Sets subscription location
• Creates and sets new billing terms in Effective state
• Adds subscription services, subscription installed items and provisioning distributions
• Sets the subscription to Effective
• Sets the subscription services to Effective

Draft Subscriptions

• Creates or updates a contact Information
• Creates or updates an accounts Receivable. It an account is created is also related with the specified contact information
• Creates new subscription
• Relates subscription with specified accounts receivable
• Sets subscription location
• Creates and sets new billing terms in Effective state
• Adds subscription services, subscription installed items and provisioning distributions
• Sets the subscription to Draft
• Sets the subscription services to Draft

Adding Flexible Bundle Services

Adding Fixed Bundle Services

Adding Fixed Bundle Installed Items

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multiple_dis multiple_dis

Adding Single Installed Item to Multiple Distributors