What does this section cover?

When to use Change Subscriber Account - Same Subscriber

In CRM.COM in order to be able to create a new Subscription, then the subscription needs to be related to an Account. If you would like to change the account, initially related to the subscription, to a different account of the same subscriber, then you have the option to do so, by using Change Subscriber Account action.

The action allows you to assign the subscription to an accounts receivable that does not exist already, but will be created via the action.

The specific action/classification cannot be used to

1. Change to a different Subscriber
   Visit Change Subscriber Account - Change Subscriber

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Change Subscriber Account - Same Subscriber Information

Action can be scheduled
Behavior Code	CHANGESUBRIBERACCOUNT
Business Classification Code	CHANGEACCOUNTSRECEIVABLE

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Restrictions & Validations

Executing Change Subscriber Account - Same Subscriber

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. Search for the Subscription you are looking for, using the criteria section
3. Click on the Subscription number to go to the Data Entry page of the subscription
4. On the left hand side of the screen you can see the ACTION PANEL
5. Click on Subscription Related Actions to expand 
6. Find the action you would like to execute and click on the link to open the action details in a modal window
   

7. CONTACT INFORMATION

   1. Classification: Select: CHANGE ACCOUNTS RECEIVABLE
   2. MODIFY INFORMATION: Click on the link if you would like to modify Contact Information

8. ACCOUNTS RECEIVABLE

   Include Page
   Defining Accounts Receivable - Global Defining Accounts Receivable - Global

9. BILLING ADDRESS

   Include Page
   Defining Billing Address - Global Defining Billing Address - Global

10. SUBSCRIPTION ADDRESSES

    Include Page
    Defining Subscription Addresses - Global Defining Subscription Addresses - Global

11. PREVIEW & ACTION PANEL

    1. EXISTING SUBSCRIPTION SERVICES

       1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

       1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

       1. Provides an overview of any Bills related to the subscription and have not yet been settled

12. 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

13. Click on "SUBMIT"
    Action will be validated as provided in the section below and submitted if validations are passed

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System Processing

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

• Create a new accounts receivable (if new is specified)
• Create contact information (if new is specified)
• Change the account receivable related with specified subscription to the new account receivable
• Creates or update billing address
• Creates or updates subscription location