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Find out how to create a new Job for Deactivating Subscriptions

What does this section cover?

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Deactivating Subscriptions through Jobs

CRM.COM allows you to order Jobs to deactivate existing subscriptions

What can you add?

For each type of Job selected, different options are available. Use the table below to see what can be added using the specific Job type

Fulfilment ScopeSubscription ServicesSubscription Physical GoodsAdditional Physical GoodsExpensesActivitiesSubscription Location
Deactivate Subscription(error) (error)(tick)(tick)(tick)(error)

Navigating to Jobs

Info

CRM APPLICATION > JOBS > MANAGE JOBS

Anchor
Validations-Restrictions
Validations-Restrictions
Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  • All mandatory fields must be provided

 

Save
  • Same validation apply as the ones available in Deactivate Subscription
  • Requested Subscription has been specified
  • The following information if defined as mandatory at the job's type settings need to be added to successfully save the Job
    • Physical Goods
    • Expenses
    • Activities
  • Not Applicable

 

  • Not Applicable

Subscription Action Information

TypeAction Behavior CodeSub Action Behavior Code

Subscription Deactivation

DEACTIVATE_SUBSCRIPTIONDEACTIVATE_SUBSCRIPTION

Creating a Job to Deactivate Subscription

  1. Navigate to Jobs Module
  2. From the top menu click on the NEW to open the Jobs data entry page
  3. CONTACT INFORMATION

    Include Page
    Select an existing Contact Information via another entity - Global
    Select an existing Contact Information via another entity - Global

  4. ACCOUNT INFORMATION

    1. Number: Select an account which is related to the subscription you would like to create a job order for

  5. BILLING ADDRESS

    1. The Billing Address will be Read Only and will display the account's billing address

  6. JOB INFORMATION

    Include Page
    Jobs - Adding Job Information - Global
    Jobs - Adding Job Information - Global
  7. The following sections follow the same logic as on creating a Job of New Subscription scope based on the Validations and Restrictions explained above:

    1. PHYSICAL GOODS

      Include Page
      Jobs - Adding Requested Physical Goods - Global
      Jobs - Adding Requested Physical Goods - Global
    2. ACTIVITIES

      Include Page
      Jobs - Adding Requested Activities - Global
      Jobs - Adding Requested Activities - Global
    3. KEY DATES & ASSIGNMENTS

      Include Page
      Jobs - Adding Key Dates and Assignments - Global
      Jobs - Adding Key Dates and Assignments - Global
    4. ATTACHMENTS

      Include Page
      Attachments - Global
      Attachments - Global
    5. LOG INFORMATION

      Include Page
      Log Information Explicit - Global
      Log Information Explicit - Global
  8. PREVIEW JOB

    1. REQUESTED SUBSCRIPTION

      1. Provides the subscription to be disconnected

    2. PHYSICAL GOODS REQUESTED

      1. Provides the physical goods to be added

    3. EXPENSES REQUESTED

      1. Provides the expenses to be added

    4. ACTIVITY SERVICES REQUESTED

      1. Provides the activity services to be added

  9. From the PREVIEW JOB panel click on SUBMIT

System Processing

  1. The Job will be saved and a unique number will be assigned
  2. The requested subscription will not be modified until the Job is completed
  3. The following becomes available
    1. A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
      Include Page
      Viewing Communications related to a record - Global
      Viewing Communications related to a record - Global
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