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Find out about Add Expense; |
What does this section cover?
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When to use Add Expense
Use the action if you would like to add a "one time charge" to the subscription.
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Action can be scheduled | |
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Behavior Code | ADDSEXPENSE |
Business Classification Code | ADDSEXPENSE |
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Action | Validations | Restrictions | Additional Information |
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Add Expense |
| The action is available only if the subscription has one of the following Life Cycle States:
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Executing Add Expense
- Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
- Search for the Subscription you are looking for, using the criteria section
- Click on the Subscription number to go to the Data Entry page of the subscription
- On the left hand side of the screen you can see the ACTION PANEL
- Click on Subscription Service Related Actions OR Subscription Installed Items Related Actions OR Subscription Related Actions to expand
- Find the action you would like to execute and click on the link to open the action details in a modal window
EXPENSE SERVICES
- The system loads all the allowed expenses based on the Subscription Type and Billing Term Scheme of the subscription
- Check the box next to the expense you would like to add
PREVIEW & ACTION PANEL
SUBSCRIPTION SERVICES TO BE ADDED
Provides an overview of the expenses that will be added on the subscription
SUBSCRIPTION ACTION DETAILS
- Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
- 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 - Performed By User : Search and add the user that logs the action
If you leave empty then the Logged in user will be set Performed Date: Click on the calendar icon and select date and time
SCHEDULING INFORMATION
Include Page Scheduling Subscription action - Global Scheduling Subscription action - Global
- Click on "SUBMIT"
Action will be validated as provided in the section above and submitted if validations are passed
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Once the action is submitted the following changes will be carried out by the system:
- Specified subscription service expense is added on the subscription
- Subscription service life cycle state to Effective
- Subscription service bill effective date and billable start period are set according to the billing rules
- An “Effective” subscription service life cycle state history is created
- Sets the subscription service bill effective date, billable start period and billing directive according to the business rules
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