Anchor | ||||
---|---|---|---|---|
|
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
On this page
|
Activating Prepaid Subscriptions
The Deactivate Prepaid Subscription process deactivates effective services of prepaid subscriptions which are eligible for deactivation. Prepaid billing run, executed before the deactivation process, decides which services should be deactivated and marks them accordingly. Services can then be deactivated taking into consideration the day or the day and hour they were activated.
In cases where a candidate subscription for deactivation exists and the subscriber makes a payment to cover for all of the services before the deactivation then the subscription will not be deactivated.
Setting up process to deactivate prepaid subscriptions
Deactivated subscription services are activated by the recurring activation process or following a payment made against the account.
The activation process also re-evaluates the status of subscription services that were classified as candidates for deactivation (during the billing run). It is possible to exclude from activation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Activation always takes place on the subscription service level and not on the subscription level. Services taken into consideration are:
- Prepaid subscription services that were not effective for a period of time that is less than the specified threshold
- Prepaid subscription services that are effective and are classified as candidates for deactivation
Setting up the recurring activation process
Settings associated with the activation of services are accessed from the Subscription Activation Rules tab found in the Policies section of the billing definition.
Once the settings are defined, the activation process under Subscription Maintenance Utilities must be enabled. It is configured once and executed on a recurring basis.
Info |
---|
Billing > Subscriptions > Deactivate Prepaid Subscriptions |
Configuring and executing prepaid subscription deactivation process
The deactivation process is configured once and scheduled to be executed on a recurring basis as needed by the business, based on the defined scheduling settings and throttling settings.
To create and execute the deactivation process
- Navigate to the process page and create a new deactivation by clicking on NEW through the Summary or Data Entry page
- Provide the values required as explained in the table below and SAVE the process
Remember to provide scheduling and throttling settings to schedule either on a recurring basis or execute once and separate deactivation in batches - SUBMIT the process through ACTIONS > SUBMIT from the Actions menu.
A job is created and sent to the scheduler to be executed. If the deactivation process is recurring, once the current deactivation job is done the next one is scheduled
Deactivate Prepaid Subscription process fields
Mandatory ConfigurableLife Cycle State: The life cycle state of the process which can be 'Effective' or 'Not effective' where only 'Effective' definitions can be submitted for execution.
Deactivation Method: The criterion used to decide which prepaid subscriptions will be deactivated:
- Day and Hour based Deactivation: If this option is selected, the services will be deactivated considering the day and hour on which they were initially activated.
- Day only based Deactivation: If this option is selected, the services will be deactivated considering (only) the day on which they were initially activated.
Logging Method: Defines the method to be used for logging process run's results. Two options are available:
- Log Processed Successfully and Processed with Errors: If selected, both entities successfully processed and failed ones will be logged in the Process Run Log.
- Log Only Processed with Errors: If selected then only entities which failed to be processed will be logged in the Process Run Log.
Input Settings
Subscription Action Type:The subscription action type that will be used to classify each deactivate subscription or stop service action that will be applied
Subscription Sub-Action Type: The subscription sub-action type that will be used to classify each deactivate subscription or stop service sub-action that will be applied
Criteria
If nothing is specified, all subscription types, frequencies and account classifications are considered
Maintenance Utilities |
- Navigate to the Subscription Maintenance Utilities definition and click EDIT.
- In the Schedule Subscription Activation tab, use MODIFY to ENABLE the process and provide the scheduling settings.
- Alternately, click on Run Now to execute instantly or CANCEL pending activation processes.
Deactivating Prepaid Subscriptions
Subscribers who have been marked by the prepaid billing process as candidates for deactivation are deactivated. The automatic deactivation process is also responsible to identify and process subscriptions that are owned by accounts with an overdue balance exceeding a predetermined threshold.
It is possible to exclude from deactivation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Deactivation is always applied at the level of subscription services. Deactivation can take into consideration the 'date and time' on which the services were activated (so that subscribers can benefit up to the last minute for the services they paid for), or just the 'date', in which case the service gets cut off at midnight Services taken into consideration are:
- All the prepaid subscription services that were classified as candidates for deactivation are identified, and grouped per account
Note |
---|
The deactivation process takes place automatically and does not need user configuration. To check prepaid deactivation process logs navigate to FOUNDATION > PLATFORM > MANAGE ADMIN SETTINGS > BATCH PROCESSES ADMIN BOARD and refer to recurring system processes. |
Ranking of Subscriptions and Services
Subscriptions and subscription services are ranked by various system processes such as activation and deactivation, to determine processing order.
Subscriptions inherit a ranking number from their subscription type, while services are ranked based on whether they are mandatory (higher ranking) or optional (lower ranking). This is also defined in the subscription type.
Ranking is critical when services must be activated in an account or wallet with limited funds.
The system will prioritize subscriptions and consequently services with the highest ranking and activate those.
In case of deactivation, the system prioritizes subscriptions of the lowest ranking and deactivates its services accordingly.
Additional reference to ranking takes place to decide the order. Refer to the table below for more information.
Sorting of Subscriptions | Subscriptions are sorted based on:
|
---|---|
Sorting of Subscription Services | Services are sorted based on the following logic:
Services within each category are then sorted based on the following logic:
|
Note |
---|
Subscription ranking is required for accounts with multiple subscriptions. |
Glossary
CRM.COM Term | Definition |
---|---|
Candidates for deactivation | The services are marked by the normal billing run. |
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
Related Links
|