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 Back to Subscriptions Main Page 

Excerpt
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Learn to configure Subscription Maintenance Utilities Definitions that determine the behaviour of Runs for activating settled Subscriptions and executing scheduled Subscription Actions, for CRM.COM R11 onwards.

Note

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titleAvailable from CRM.COM R11.0.0
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For a description of the Normal Subscription Activation Process for releases before CRM.COM R11.0.0 refer to Using Activate Settled Subscriptions Run Definitions

For a description of the Execution of Scheduled Actions for releases before CRM.COM R11.0.0 refer to Using Execute Scheduled Subscription Actions Run Definitions

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Table of Contents

Table of Contents
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Navigating to Subscription Maintenance Utilities Definitions

Info

BILLING > SUBSCRIPTIONS > SUBSCRIPTION MAINTENANCE UTILITIES

What are Subscription Maintenance Utilities Definition?

The Subscription Maintenance Utilities Definition provide a set of utility batch processes that can be used to maintain Subscriptions.

  • Activate Settled Subscriptions
    Activates 'Not Effective' Normal Subscriptions of Accounts Receivable(s) that have not exceeded their Credit Limit and that had changes in their Balance within a specified time-frame.
  • Execute Scheduled Actions
    Executes all Scheduled Subscription Actions whose Scheduled Execution Date is equal to or before the current date.

Only one instance of the Subscription Maintenance Utilities Definition can exist in the System, so it is not possible to create a New Definition or Delete an existing one.

  • Navigate to Subscription Maintenance Utilities Definitions and modify (EDIT) the Definition as required.

  • Use CANCEL to revert any unwanted changes made to the Definition.

  • Use VIEW PROCESS RUNS available in the section of each process to view all the Runs executed for the specific Process

Check the Validations & Restrictions Table below for a list of available Actions when working with Subscription Maintenance Utilities, including each Action's related validations, restrictions, additional information and a description of its system process. View the Attributes Table for a comprehensive description of the 'Subscription Maintenance Utilities' fields.

ubscription Maintenance Utilities Run Definition

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validations
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Validations & Restrictions

ActionValidationsRestrictionsAdditional InformationSystem Processing
Create
  • Not Applicable
  • A new Definition cannot be created.
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Not Applicable
  • Not Applicable
  • Not Applicable
Delete
  • Not Applicable
  • A Subscription Maintenance Definition cannot be created.
  • Not Applicable
  • Not Applicable
Process Settled Subscriptions
  • Not Applicable
  • Not Applicable
  • The process retrieves only the 'Not Effective' Subscriptions that follow a Normal Billing Term Scheme and which have not exceeded their Credit Limit or had a change of Balance within the specified time-frame.
  • Subscriptions that meet the conditions are activated.
  • If the Definition is still enabled, then a Run is rescheduled after a period, based on the frequency set in the Definition. 
  • If the Definition is not enabled, then the processing ends, and no Run is rescheduled. 
Process Subscriptions with Scheduled Processes
  • Not Applicable
  • Not Applicable
  • The process retrieves all Scheduled Subscription Actions whose Scheduled Execution Date is equal to or before the current date.
  • Subscription Actions that meet the conditions are activated.
  • If the Definition is still enabled, then a Run is rescheduled after a period, based on the frequency set in the Definition.
  • If the Definition is not enabled then, the processing ends, and no Run is rescheduled.

 

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Attributes

An * indicates a field is mandatory 

Name

Description

Process Settled Subscriptions Settings

Defines the settings that will be applied while processing settled Subscriptions

Activate Normal Subscriptions

The Settings that are used to activate 'Not Effective' Normal Subscriptions which are already settled 
(i.e. that don't exceed their credit limit status), while performing Activate Normal Subscription Runs.

Enabled*

Determines whether or not the process is 'Enabled'.
If 'Enabled' and not already submitted to the Scheduler, the 'Batch Processes Health Monitoring Utility ' submits the process to the Scheduler to execute it. 

Note

If disabled and already submitted, the process is executed and not resubmitted to the Scheduler.

Frequency*Defines the recurrence of the process measured in Seconds, Minutes, Hours or Days.
Hours Since Latest
Accounts Receivable Balance Change

Applies an additional filter on the retrieved Subscriptions so that only Subscriptions owned by an Accounts Receivable having Financial Transactions posted within the last X hours are retrieved.

Only Integer numbers are accepted.

Subscription Action Type

The Action Type that will be used to classify each applied Activate Subscription Action.

Note

If no Subscription Action Types or Sub-Action Types are configured in the System for Activate Subscription, then nothing needs to be to defined.

Subscription Sub-Action Type

The Sub-Action Type that will be used to classify each applied Activate Subscription Action.

Note

If no Subscription Action Types or Sub-Action Types are configured in the System for Activate Subscription, then nothing needs to be to defined.

Logging Method

Status
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titleAvailable from CRM.COM R12.0.0

Defines the methods that will be used to log the process run's results. Two options are available:

  • Log Processed Successfully and Processed with Errors: This is the default option. If selected then entities successfully processed and failed to be processed will be logged in the Process Run Logs.
  • Log Only Processed with Errors: If selected then only entities which failed to be processed will be logged in the Process Run Logs.
View Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were activated.
In case of an error, the error code and description is displayed.

Process Subscriptions with Scheduled Changes

Defines the settings that will be applied while processing Subscriptions having scheduled changes

Execute Scheduled Subscription Actions

The settings that are used while performing the Execute Scheduled Subscription Actions Runs

Enabled

Determines whether or not the process is 'Enabled'.
If 'Enabled' and not already submitted to the Scheduler, the 'Batch Processes Health Monitoring Utility' submits the process to the Scheduler to execute it.

Note

If disabled and already submitted, the process is executed and not resubmitted to the Scheduler.

Frequency*Defines the recurrence of the process measured in Seconds, Minutes, Hours or Days.

Logging Method

Status
colourBlue
titleAvailable from CRM.COM R12.0.0

Defines the methods that will be used to log the process run's results. Two options are available:

  • Log Processed Successfully and Processed with Errors: This is the default option. If selected then entities successfully processed and failed to be processed will be logged in the Process Run Logs.
  • Log Only Processed with Errors: If selected then only entities which failed to be processed will be logged in the Process Run Logs.
View Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscription Actions that were processed.
In case of an error, the error code and description is displayed.
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