EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

• FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
• FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO

Items (actually) provided to the customer and which can be based on the Requested Items (or not).

i.e. If the Fulfilment Method is Based on Ordered Items, then the exact items requested will be provided.

If the Fulfilment Method is Based on Delivered Items, then the Provided items may be completely different to the ones that were requested 

Distributors are used to:  

• Relate Subscription Services and Subscription related devices to a specific Provisioning Provider, as CRM.COM offers integration with multiple Provisioning Providers.
• Define what Services will be available from each device if more than one device is available on a single Subscription.

As Jobs are used to deliver new Subscriptions or to manage existing ones, distributors must be selected at the point of order of either Subscription Services or Subscription devices (i.e. Decoders, smartcards e.t.c).

Determines whether or not a Job is billable, which is an attribute inherited by the Type.

A Bill is a statement of the amount of money owed for goods supplied and Services rendered issued against a customer financial account. A Bill is comprised of the Financial Transactions which were created by the system, for the account over the period it covers.

For example:

• Concurrent Usage %: 80%
• Price Plan Rate for Installed Item:€15
• Number of Installed Items bought: 100 

Total = 80% * 100 * 15 

An intangible commodity which is provided to customers, on a one-off or recurring basis, such as telephony, TV channels, repairs, installations, deliveries, etc. In most cases, the customer does not have exclusive ownership of the purchased service but rather benefits from its outcome.

A tangible commodity which is provided to customers, such as cameras, decoders, magazines, etc. In most cases, the customer has exclusive ownership of the purchased good. Physical Goods can be traceable or not traceable.

Physical Goods can be sold to a customer through a Job. Once the Physical Good is sold it belongs to the customer and can be viewed through the account's assets. Any changes made on the Physical Good through a non-Completed Job or a Job of Fulfilment Scope "Swap Installed Items" result to returning or replacing the Physical Good. To do so, a Stock-in Warehouse, and a Credit Invoice Transaction (in case the Physical Good was already billed by the System), are created.

The method that should be followed to fulfil the Job. The supported methods are the following:

• Based on ordered items: If selected then the requested Services, Physical Goods, Activities and Expenses should include all the ones that were initially ordered by the customer. Additional items are not allowed to be delivered.
• Based on delivered items: If selected then it is not mandatory to include the requested Services and Physical Goods, Expenses and Activities in the delivered Services and Physical Goods. Additional Services and Physical Goods are allowed to be delivered. All delivered Services and Physical Goods are billed.

Fulfilment Scope must be selected when creating a new Job. The Job Type chosen from the Job Data Entry page provides specific rules for the Job. See the available Fulfilment Scopes and their use below.

• Generic Purpose: Used to deliver Services Physical Goods, charge Expenses and plan Activity Services as part of a generic purpose Job
• New Subscription: Used to deliver Services Physical Goods, charge Expenses and plan Activity Services, along with creating a new Subscription
• Manage Subscription: Jobs of the following scopes, along with delivering the specified purpose, can also provide Physical Goods, charge Expenses or plan for Activities.

  • Subscription Activation: Used to Activate a Draft Subscription

  • Subscription Deactivation: Used to Deactivate a Subscription

  • Subscription Cancellation: Used to Terminate a Subscription

  • Subscription Services Addition: Used to add new Subscription Services on a Subscription

  • Subscription Services Cancellation: Used to cancel Subscription Services from a Subscription

  • Change Subscription Location: Used to change the Subscription address

  • Swap Subscription Services: Used to replace Subscription Services from a Subscription

  • Swap Installed Items: Used to replace Installed Items from a Subscription

  • Status
    colour Yellow title Available from CRM.COM R11.0.0

    Replace Physical Goods: Used to replace Traceable Physical Goods of an account owner

• If the Physical Good provided is defined under the Subscription Physical Goods section, then it must be Traceable (has a serial number and can be tracked) and will be added to the Subscription. e.g. The Subscription Physical Goods can be a Smartcard and a Decoder which will be used for provisioning signals to.

• If the Physical Goods are defined under the Physical Goods section, then they can either be traceable Physical Goods (with a serial number that can be tracked) or non-traceable (without a serial number) and will not be associated with the Subscription.

Subscription Physical Goods can be provided to the customer in three different ways:

• Rented to the Customer: the customer does not pay for the Physical Good. The Good resides at the customer's location, and the official owner is the business. When the Physical Good is removed from the Subscription, it is returned to the business' warehouse.
• Indirectly Sold to Customer: the customer does not pay the business for the Physical Good, as it may have been bought from a partner. The good resides at the customer's location, and the official owner is the customer. Within CRM.COM the good is directly related to the customer's Accounts Receivable. When the good is removed from the Subscription, it remains on the customer's account (except if Warranties are applied, and the good is replaced for free with another good).
• Directly Sold to Customer: the customer pays the business for the Physical Good as it is directly bought from them. The good resides at the customer's location and the official owner is the customer. Within CRM.COM the good is directly related to the customer's Accounts Receivable. When the good is removed from the Subscription, it remains on the customer's account (except if Warranties are applied, and the good is replaced for free with another good).

The Agent must choose the appropriate tab, depending on the Type of Subscription Physical Good:

• • PROVIDED SUBSCRIPTION PHYSICAL GOODS AS RENTED / INDIRECT SALES

  • PROVIDED SUBSCRIPTION PHYSICAL GOODS AS SOLD
     

• On Creating: a  Communication will be sent whenever a Job is created
• On Updating Requested Information: a Communication will be sent whenever the requested information of a Job is updated
• On Starting Progress: a Communication will be sent whenever the progress of a Job starts(i.e. the Life Cycle State changes to 'In Progress')
• On Canceling: a Communication will be sent whenever a Job is cancelled (i.e. the Life Cycle State changes to 'Cancelled')
• On Completing: a Communication will be sent whenever a Job is completed (i.e. the Life Cycle State changes to 'Completed')

For more information on configuring Automatic Communication for Jobs visit

• Status
  colour Green title Available from CRM.COM R10.0.0

  • Communication Settings of Job Types 

• Status
  colour Red title Applicable up to CRM.COM R9.0.0

  
  
  • Communication Settings of Job Types

  • Communication Settings of Job Definition

    Note
    Until CRM.COM R9.0.0, different configuration on automatic Communication can be defined at the Job Type and Job Definition, where the Type configuration overwrites the Definition configuration. From CRM.COM R10, only Job Definitions can be used for configuring automation in communications.

Depending on the Fulfilment Scope, different information (Items) can be specified on a Job. Check the table below to see what can be added/amended for each Type.

Fulfilment Scope	Subscription Services	Subscription Physical Goods	Physical Goods	Expenses	Activities	Subscription Location
Generic Purpose
New Subscription
Activate Subscription
Deactivate Subscription
Cancel Subscription
Add Subscription Service
Cancel Subscription Service
Change Subscription Location
Swap Subscription Services
Swap Subscription Installed Items
Replace Physical Goods Status colour Yellow title Available from CRM.COM R11.0.0

• Plan a Job (Create a new Job)
• Start Progress
• Complete Job

• Explicit Viewing

• Access Entities
• Accounts Receivable based Entities
• Assignable Entities

• Job records can be accessed, viewed and modified by Users defined as members of the Job's Owned By Group, by Users that belong to a group that collaborates with the Owned By Group, or by Super Users.
• Jobscannot be created unless an Accounts Receivable is selected
• Jobs must be assigned to a User that will be responsible for processing and completing the Job

• Controlled Selection Access Entities

• A Job Typecan be added on a Job, provided the User adding the Typebelongs to one of the Allowed Organisational units defined in the Type, or a collaboration exists between their unit and the AOU of the Type, or is a Super User.

• Controlled Selection Access Entities

• A Job Status can be added on a Job, provided the User adding the status belongs to one of the Allowed Organisational units defined in the status, or a collaboration exists between their unit and the AOU of the status, or is a Super User.