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Find out about Change Subscription Distribution; |
What does this section cover?
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When to use Change Subscription Distribution
Use Change Subscription Distribution to:
In CRM.COM you have the option to easily switch services and installed items between provisioning distributors. This is possible either for existing/active provisioning distributors. More specifically the available actions are the following:
- Installed Items
- It changes the provisioning distributor of one or multiple installed items of a specific subscription
- Move an installed item which is already distributed to another Subscription Provisioning Distributor
OR - Enable the distribution of an installed item with no distribution to an existing Subscription Provisioning Distributor
OR - Remove the distribution of a distributed item from its related Subscription Provisioning Distributor
- Move an installed item which is already distributed to another Subscription Provisioning Distributor
- It changes the provisioning distributor of one or multiple installed items of a specific subscription
- Services
- It changes the provisioning distributor of one or multiple subscription services of a specific subscription. The action will either:
- Move a service which is already distributed to another Subscription Provisioning Distributor
OR - Enable the distribution of a service with no distribution to an existing Subscription Provisioning Distributor
OR - Remove the distribution of a distributed service from its related Subscription Provisioning Distributor
- Move a service which is already distributed to another Subscription Provisioning Distributor
- It changes the provisioning distributor of one or multiple subscription services of a specific subscription. The action will either:
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Behavior Code | CHANGESUBSCRIPTIONDISTRIBUTION | |
Business Classification Code | SWAPSUBSCRIPTIONDISTRIBUTION |
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Action | Validations | Restrictions | Additional Information |
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Change Subscription Distribution | If the subscription is Effective or Short Term Effective then
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Executing Change Subscription Distribution
- 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 ORon 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
- If required check the following sections for information
EXISTING SUBSCRIPTION SERVICES
Provides an overview of the existing subscription services
EXISTING SUBSCRIPTION INSTALLED ITEMS
Provides an overview of the existing subscription installed items
UNSETTLED BILLS
- Provides an overview of any Bills related to the subscription and have not yet been settled
SUBSCRIPTION ACTION DETAILS
Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification
Action Services
- Select the service for which you would like to change the distributor
- Move to Service Distribution and click on DISABLE or ENABLE links accordingly
INSTALLED ITEMS
- Select the installed item for which you would like to change the distributor
- Move to Service Distribution and click on DISABLE or ENABLE links accordingly
PREVIEW ACTION PANEL
Service Distributions to be Modified
Provides an overview of the changes related to service distribution that will be executed once the action submitted
Installed Item Distributions to be Modified
Provides an overview of the changes related to installed item distribution that will be executed once the action submitted
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
Classification, 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
infoIf the Subscription Action is related to ACTIVATION of a service, then the Performed Date can be set in the past and billing will start the billing of the service(s) based on the Performed date. Even though date can be set in the past, it must be after the service was added on the subscription as Draft
Include Page Scheduling Subscription action - Global Scheduling Subscription action - Global
- Click on "SUBMIT"
Action will be validated as provided in the section below 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:
- Add related provisioning distributors, if they do not already exist
- Removes the initial distribution of the specified installed item, if an installed item's distribution change was specified
- Removes the initial distribution of the specified service, if a service's distribution change was specified
- Distributes the specified installed item to the new distributor, but only as long as a new distributor was specified
- The new Subscription Provisioning Distribution record is marked as "not initialised"
- Distributes the specified service to the new distributor, but only as long as a new distributor was specified
- The new Subscription Provisioning Distribution record is marked as "not authorised"
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