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Deactivating

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

  1. Navigate to the process page and create a new deactivation by clicking on NEW through the Summary or Data Entry page
  2. 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
  3. 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   Configurable Main Information

Life 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

Accounts Receivable CriteriaAccounts Receivable Classification: The accounts receivable classifications that are to be considered for deactivation.Process RunsDeactivation Run Information: Displays the Runs that were executed for the specific definition and are available once the process is executed. Each run includes the subscriptions that were processed. In case of an error, the error code and description is displayed
Maintenance Utilities

 

  1. Navigate to the Subscription Maintenance Utilities definition and click EDIT.
  2. In the Schedule Subscription Activation tab, use MODIFY to ENABLE the process and provide the scheduling settings. 
  3. 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 SubscriptionsSubscriptions are sorted based on:
  • Ranking level, as defined in the subscription type, in ascending mode.  
  • Activation date, in ascending mode
  • Creation date, in ascending mode.
Sorting of Subscription Services

Services are sorted based on the following logic:

  • Mandatory services without prerequisites
  • Mandatory services with prerequisites
  • Optional services without prerequisites
  • Optional services with prerequisites.

Services within each category are then sorted based on the following logic:

  • By tier level, in ascending mode, as defined on the subscription type
  • By first activation date, in ascending mode
  • By creation date, in ascending mode.
Note

Subscription ranking is required for accounts with multiple subscriptions.

 

Glossary

CRM.COM TermDefinition
Candidates for deactivationThe services are marked by the normal billing run.
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