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Find out about End Short Term Subscription Activation

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Table of Contents

Table of Contents

When to use End Short Term Subscription Activation

In CRM.COM you are allowed to activate subscriptions and all its services, which are in state Draft or Not Effective for a short period of time.

Once the Short Term Subscription Activation action is executed, the end date is set. When the end date is reached, then the system will automatically find the subscriptions that should be deactivated and deactivate them.

Subscription action "End Subscription Short Term Activation" however, is available to users to force a subscription which is in Short Term Activation period, out of it. In order to end the Short term activation the user will need to execute the related action that will terminate the short-term activation period and set the subscription and all its services as not effective.

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End Short Term Subscription Activation

Action can be scheduled(tick)
Behavior CodeENDSUBSCRIPTIONSHORTTERMACTIVATION
Business Classification CodeENDSUBSCRIPTIONSHORTTERMACTIVATION

 

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Restrictions & Validations

ActionValidationsRestrictions
End Short Term Subscription Activation
  • The subscription should be owned by an active accounts receivable
  • The subscription should have an effective billing term instance

The action is available only if the subscription has one of the following Life Cycle States:

    • Short Term Effective

Executing End Short Term Subscription Activation

  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 Related Actions to expand 
  6. Find the action you would like to execute and click on the link to open the action details in a modal window
    END SHORT TERM SUBSCRIPTION ACTIVATION
  7. If required check the following sections for information 
    1. EXISTING SUBSCRIPTION SERVICES

      1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

      1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

      1. Provides an overview of any Bills related to the subscription and have not yet been settled
  8. 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

      Include Page
      Scheduling Subscription action - Global
      Scheduling Subscription action - Global

  9. Click on "SUBMIT"
    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:

    • Sets the subscription life cycle state to Not Effective
    • Sets the life cycle state of all subscription services to Not Effective
      • Sets the subscription service:
        • life cycle state period 
        • bill effective date
        • billable start period 
        • billing directives according to business rules
    • The sort term activation life cycle state period is updated by setting the end short term activation action as the action that ended the period
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