| Excerpt | ||
|---|---|---|
| ||
Find out how to create a new Buy in Advance request |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
Navigating to Buy in Advance Requests
| Info |
|---|
BILLING > BUY IN ADVANCE > MANAGE BUY IN ADVANCE REQUESTS |
| Note |
|---|
| While there is a dedicated page for Buy in Advance requests, where you can view and manage the requests, in order to create a Buy in Advance Request you need to do so via the Subscriptions data entry page. |
Explaining Buy in Advance Fields
Rating State
It defines if the Buy in Advance Request was processed by the rating engine or not. The available rating states are the following:
Name | Description | ||||||
|---|---|---|---|---|---|---|---|
Number | An automatic number identifying each buy in advance request | ||||||
Duration* | The requested amount of time to be bought in advance | ||||||
UOT* | The unit of time describing the specified duration, measured in days, weeks, months or years | ||||||
| Description | A description for the buy in advance request | ||||||
Subscription | The subscription which is going to be billed for the specified duration | ||||||
Life Cycle State | The state of the request which can be either Effective or Cancelled | ||||||
Billing state
| The state of the buy in advance request in relation to billing. It is calculated dynamically and determines if the specific buy in advance request was already rated or not. The supported values are the following:
If the billing state is rated then the related rated billing item number is also available | ||||||
Rating State
The field replaces The Billing State available in CRM.COM R8 | It defines if the Buy in Advance Request was processed by the rating engine or not. The available rating states are the following:
| ||||||
Billing Effective Date* | Determines the earliest date that the request can be picked up by the billing engine. The billing effective date is automatically set to the date that the request is submitted but it can be modified by users | ||||||
| Log Information | Includes the standard log information |
Creating & Saving, Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
|
|
| Save |
|
|
Creating a Buy in Advance
- Navigate to BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
- Search using the criteria available in the summary page for the subscription you would like to apply a Buy in Advance request
- Click on the subscription number to go to the data entry page
- Click on SUBSCRIPTION RELATED ACTIONS from the Action Panel
- Select SUBMIT BUY IN ADVANCE REQUEST to open the request form in a modal window
- Duration: Provide a number (integer) for the duration and select the desired UOT
- Billing Effective Date: Billing Effective Date is automatically set to the current date. Click on the calendar icon to change if required
- Description: Provide a descriptions
- Applicable From: Automatically updated by the system as soon as the duration is defined. This is set to the Last Rated To date of the subscription
- Applicable To: Automatically updated by the system as soon as the duration is defined. This is set to the Last Rated To date + defined of the subscription
- SUBMIT the request
| Info |
|---|
To find out how to view the created request go to: |
| Note |
|---|
Visit /wiki/spaces/WIP/pages/10010220 Buy in Advance for business examples related to creating Buy in Advance requests |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Popular Labels
|