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Find out about Add Draft Services

What does this section cover?

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When to use Add Draft Services

Subscription services are added as draft when you would like to add the services but activate them at a later stage. If you would like to add services and directly activate them, i.e. set them as effective, ready to be billed, then these services should be added as effective. Visit /wiki/spaces/V3Manuals/pages/1408273 to see how you can add effective services.

The action also allows you to add Installed Items.

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titleAvailable from CRM.COM R9.0.0
 You have the option to preview upcoming subscriber bills/rates, directly from the subscription action modal window. You can use the process for both Normal and Prepaid Subscriptions. 

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Add Draft Services Information

Action can be scheduled(tick)
Behavior CodeADDSERVICE
Business Classification Code

ADDSERVICEASDRAFT

 

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Restrictions & Validations

ActionValidationsRestrictions
Add Draft Service
  • The rules defined in the related subscription type are not violated
    • The subscription services are included in the subscription type allowed services
    • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
    • The subscription installed items are included in the subscription type allowed subscription installed items
  • The rules defined in the related billing term scheme are not violated
    • The subscription services that will be added are within the supported services
  • The installed items are available to be used as provided in the inventory management
  • Also check Restriction & Validations in Add Installed Item
  • The action is available only if the subscription has one of the following Life Cycle States:
      • Draft
      • Effective

      • Not Effective

      • In resting
  • Also check Restriction & Validations in Add Installed Item

 

 

 

Executing Add Draft Services

  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 Service Related Actions
  6. Find the action you would like to execute and click on the link to open the action details in a modal window
    ADD DRAFT SERVICES
  7. Proceed with adding services and installed items
    Include Page
    Adding Services and Installed Items to a subscription - Global
    Adding Services and Installed Items to a subscription - Global
  8. PREVIEW ACTION PANEL

    1. Subscription Services to be Added

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

    2. Subscription Installed items to be Added

      1. Provides an overview of the items selected to be added
        ADD DRAFT SERVICES - PREVIEW PANEL

  9. 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 behaviour 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

    5. SCHEDULING INFORMATION

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      Scheduling Subscription action - Global
      Scheduling Subscription action - Global

  10. 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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System Processing

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

  • Specified subscription services are added
  • Related provisioning distributors, if they do not already exists are added
  • The specified subscription services are distributed to their related provisioning distributors
  • The service is added, by setting the subscription life cycle state to draft
    • Sets the subscription service bill effective date and billable start period according to the business rules
  • A “Draft” subscription service life cycle state history is set
    • Sets the subscription service bill effective date, billable start period and billing directive according to the business rules
  • If installed items are specified then 
    • Specified installed items are added
    • Related provisioning distributors, if they do not already exists are added
    • The specified installed items are distributed to their related provisioning distributors
    • Installed Item are removed from warehouse using a stock out warehouse transaction
    • Installed item history is updated

Adding Flexible Bundle Services

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Adding Flexible Bundle Services - Global
Adding Flexible Bundle Services - Global

Adding Fixed Bundle Services

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Adding Fixed Bundle Services - Global
Adding Fixed Bundle Services - Global

Adding fixed bundle Installed Items

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Adding fixed bundle installed items - Global
Adding fixed bundle installed items - Global

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Adding Single Installed Item to Multiple Distributors

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Adding Single Installed Item to Multiple Distributors
Adding Single Installed Item to Multiple Distributors

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