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Back to Subscriptions Main Page 

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Find out about Change Subscriber Account - Same Subscriber;

What does this section cover?

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Table of Contents

Table of Contents
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When to use Change Subscriber Account - Same Subscriber

In CRM.COM in order to be able to create a new Subscription, then the subscription needs to be related to an Account. If you would like

Use the Change Accounts Receivable Classification to change the Subscription's account,

initially related to the subscription, to a different account of

to another one belonging to the same subscriber

, then you have the option to do so, by using Change Subscriber Account action.

The action allows you to assign the subscription to an accounts receivable that does not exist already, but will be created via the action.

The specific action/classification cannot be used to

  1. Change to a different Subscriber
    Visit Change Subscriber Account - Change Subscriber
AnchorschedulescheduleChange Subscriber Account - Same Subscriber Information

(i.e., to change the account that will be billed for the Subscription). The Action creates a new Accounts Receivable to which the Subscription can be assigned.

The specific  Action cannot be used to change to a different Subscriber. View Change Subscriber Account - Change Subscriber for more information.

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action.  Check the Validations & Restrictions Table for a list of available Actions, including each Action's related validations, restrictions and a description of its system process.  View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.
Change Subscriber Account - Same SubscriberImage Added 

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Subscription Action Information

(error)CHANGESUBRIBERACCOUNT
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(error)(error)CHANGESUBRIBERACCOUNTCHANGEACCOUNTSRECEIVABLE

 

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Restrictions & Validations

  • If you have selected an aexisting account then the Billing Address will be Read Only
    • If you have registered a new account then select the Billing Address of the new accountSelet Address Type
  • If address details are available for the selected address type then move to Subscription Address
  • If address details are not available for the selected address type then provide the required information

  • SUBSCRIPTION ADDRESSES

    1. Same as Billing Address: Check the box if you wuold like to set the Subscription Address to be the same with the billing address
    2. If you would like to define a different address for the Subscription Address then
      1. Selet Address Type
      2. If address details are available for the selected address type then you don't need to do anything else
      3. If address details are not available for the selected address type then provide the required information

  • PREVIEW & ACTION PANEL

    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

  • SUBSCRIPTION ACTION DETAILS

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. 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
      Classification, Action Type and Sub Action type are visible only if applicable
    4. Performed By User : Search and add the user that logs the action 
      If you leave empty then the Logged in user will be set

    5. Performed Date: Click on the calendar icon and select date and time

  • Click on "SUBMIT"
    Action will be validated as provided in the section below and submitted if validations are passed
    • AnchorprocessingprocessingSystem Processing

    Once the action is submitted the following changes will be carried out by the system:

    Create a new accounts receivable
    ActionValidationsRestrictionsAdditional InformationSystem Processing
    Change Subscriber Account - Same SubscriberNo unrated
    • Unrated or not billed
    services should
    • Services don't exist.
    • The new
    accounts receivable
    • Accounts Receivable should belong to
    the same
    • a separate customer.
    • The
    subscription
    • Subscription should be owned by an
    active accounts receivable
  • The subscription should have an effective billing term instance
    • The rules defined in the active subscription definitions are not violated
    • 'Active' Accounts Receivable.
    • The Rules defined in the 'Active' Subscription Definitions are observed.
      • Subscription restrictions are
    not violatedThe rules defined in the active billing term definitions are not violated subscription
      • Subscription as
    effective
      • 'Effective', specified on the
    active billing term definitions,
      • 'Active' Billing Term Definitions should be met.
    • The action Action is available only if the subscription has Subscription is in one of the following Life Cycle States:
      • Draft
      • Effective
      • Not Effective
      • In Resting
      • Short Term ffectiveEffective
      • Short Term Not Effective

     

     

    		 

     

    Executing Change Subscriber Account - Same Subscriber

  • Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  • Search for the Subscription you are looking for, using the criteria section
  • Click on the Subscription number to go to the Data Entry page of the subscription
  • On the left hand side of the screen you can see the ACTION PANEL
  • Click on Subscription Related Actions to expand 
  • Find the action you would like to execute and click on the link to open the action details in a modal window
    CHANGE SUBSCRIBER ACCOUNT - SAME SUBSCRIBERImage Removed

  • CONTACT INFORMATION

    1. Classification: Select: CHANGE ACCOUNTS RECEIVABLE
    2. MODIFY INFORMATION: Click on the link if you would like to modify Contact Information

  • ACCOUNTS RECEIVABLE

    1. Number: Select an Existing account from the dropdown list
      OR
    2. REGISTER NEW ACCOUNT
      1. Click on REGISTER NEW ACCOUNT to load the form for creating a new account
        1. Provide Main Information as required
        2. Select Bill Presentment Preferences
        3. Provide Paymnet Preferences
          View Creating Accounts Receivable for more information on creating new accounts

    • BILLING ADDRESS

    • A new Accounts Receivable is created (if new is specified)
    Create contact information Creates or updates subscription location
    • .
    • A new Contact Information is created (if new is specified).
  • Change the account receivable related with specified subscription to the new account receivable
  • Creates or update billing address
    • The Accounts Receivable related with the Subscription is replaced with the new one.
    • A new Billing Address is created or the current one is updated.
    • A new Subscription location is created or the current one updated.
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