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Find out about Rest Subscription; |
What does this section cover?Use Rest Subscription to temporarily deactivate a Subscription and exclude it from Billing |
When to use Rest Subscription
In CRM.COM you are allowed Rest Subscription is used to place a subscription in Resting. This means that for Subscription 'In Resting'; the Subscription will be deactivated and will be excluded from Billing for a specific period of time the subscription will not be active and in addition it will be excluded from Billing.
Life Cycle State, "In Resting" is not a billable state in CRM.COM, unless it is explicitly defined as billable in the active /wiki/spaces/V4Manual/pages/9833537. In addition CRM.COM provides you the option to extend the Contract End Date of your subscribers . Subscriptions 'In Resting' can be reactivated either automatically when the Resting end date is reached or through the Subscription Action End Subscription Resting.
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- Unless explicitly defined as billable in the 'Active' Billing Term Definition, 'In Resting' is not a billable Life Cycle State in CRM.COM. Subscribers' Contract End Dates can be extended by the number of days they have been
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in Resting as well as set up additional business rules such as, defining the frequency and the total number of days allowed for a subscription to be in resting. For more information check out Billing Term Definition manual.Subscriptions in Resting can be reactivated in the following ways:
- Automatically: When the Resting end date is reached
- Subscription Action: End Subscription Resting
Available Batch Process: Taking Subscriptions out of Resting can be used to deactivate any subscriptions that no longer meet the activation conditions and therefore should not go back to being active once coming out of Resting.
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schedule | schedule | Rest Subscription Information
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validations | validations | Restrictions & ValidationsAction | Validations | Restrictions | Additional Information |
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Rest Subscription | - Sets the subscription life cycle state to in resting
- Sets the life cycle state of all subscription services which are in state in resting
- Billable period start dates and billing effective dates are set based on billing term scheme
- Billing directive is set based on the additional billing directions specified on the active billing term definitions
- By default the system considers Resting as a non billed period, therefore the period defined will be creditable. If you would like to consider Resting as a period to be billed then this needs to be explicitly defined in the Additional Billing Directives Tab of the active /wiki/spaces/V4Manual/pages/9833537
| - The action is available only if the subscription has one of the following Life Cycle States:
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Executing Rest Subscription
Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONSSearch for the Subscription you are looking for, using the criteria sectionClick on the Subscription number to go to the Data Entry page of the subscriptionOn the left hand side of the screen you can see the ACTION PANELClick on Subscription Service Related Actions OR Subscription Installed Items Related Actions OR 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
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EXISTING SUBSCRIPTION SERVICES
Provides an overview of the existing subscription services
EXISTING SUBSCRIPTION INSTALLED ITEMS
Provides an overview of the existing subscription installed items
UNSETTLED BILLS
- Provides an overview of any Bills related to the subscription and have not yet been settled
SUBSCRIPTION ACTION DETAILS
Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification
Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour codeSub 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 applicablePerformed By User : Search and add the user that logs the action
If you leave empty then the Logged in user will be setPerformed Date: Click on the calendar icon and select date and time
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Scheduling Subscription action - Global | Scheduling Subscription action - Global | End Resting
On a specific date: If selected then a date field appears in order to specify the specific - 'In Resting'. Additional business rules like defining the allowed frequency and total number of 'In Resting' days can also be set up. For more information refer to the Billing Term Definition manual.
- The Batch Process Using Take Subscriptions out of Short Term Deactivation Run Definitions can be used to deactivate Subscriptions that no longer meet the activation criteria and should therefore not be re-activated once out of Resting.
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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.
The Action requires one of the following two 'End Resting' values to be defined which indicate the end of the Resting period:
- ON A SPECIFIC DATE: If selected, a date field appears for specifying the date and time using the appropriate links. The date must be greater than the current date.
- After a Specific Number of Days: If selected then
AFTER A SPECIFIC NUMBER OF DAYS: If selected, a number field appears in order to specify the number of days. The
specified value must be an integer
value greater than 0.
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Click on "SUBMIT"
Action will be validated as provided in the section above and submitted if validations are passed Anchor |
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processing | processing | System ProcessingOnce the action is submitted the following changes will be carried out by the system:
Sets the subscription life cycle state to in restingSets the life cycle state of all subscription services which are in state in restingBillable period start dates and billing effective dates are set based on billing term schemeBilling directive Image Added
Subscription Action InformationAction can be scheduled | Preview Rate Available | Behaviour Code | Business Classification Code |
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| | RESTSUBSCRIPTION | RESTSUBSCRIPTION |
Restrictions & ValidationsAction | Validations | Restrictions | Additional Information | System Processing |
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Rest Subscription | - The Subscription is owned by an 'Active' Accounts Receivable.
- Active Billing Term Definition Rules are observed.
- Resting period Rules are observed.
| - The Action is available only if the Subscription is in one of the following Life Cycle States:
| - The Resting period is not billed by default but can be made billable by explicitly defining it in the Additional Billing Directives Tab of the Active Billing Term Definition.
| - Sets Life Cycle State of the Subscription and its Services to 'In Resting'.
- Billable period start dates and Billing Effective Dates are set based on Billing Term Scheme.
- Billing Directive is set based on the additional billing directions specified on the
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active billing term definitionsBy default the system considers Resting as a non billed period, therefore the period defined will be creditable. If you would like to consider Resting as a period to be billed then this needs to be explicitly defined in the Additional Billing Directives Tab of the active Billing Term Definitions