Page Comparison

What Comes First

To start using Normal Subscriptions, configure the System to support your business model. In the following table, find the configuration modules related to Normal Subscriptions.

Sub-module	Type	Classification	Navigation	Dig In
Billing Term Schemes	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	/wiki/spaces/WIP/pages/10008620Normal Subscriptions
Subscription Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP TYPES	/wiki/spaces/WIP/pages/10008626Normal Subscriptions
Subscription Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008628Normal Subscriptions
Billing Term Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM DEFINITIONS	/wiki/spaces/WIP/pages/10008621Normal Subscriptions
Normal Billing Run Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP NORMAL Billing Run DEFINITIONS	/wiki/spaces/WIP/pages/10008768Normal Subscriptions
Subscription Action and Sub-Action Types	Configuration		CONFIGURATIONBILLING APPLICATIONSUBSCRIPTIONSSET UP SUBSCRIPTION ACTION TYPES	/wiki/spaces/WIP/pages/10008627Normal Subscriptions
Bill Sending Runs	TransactionalApplication		BILLINGBILLINGPERFORM BILL SENDING RUNS	Using Bill Sending Runs
Deactivate Normal Subscriptions	Application	Image Added	BILLINGImage AddedSUBSCRIPTIONSImage AddedDEACTIVATE NORMAL SUBSCRIPTIONS	Normal Subscriptions
Subscription Maintenance Utility	Application	Image Added	BILLINGImage AddedSUBSCRIPTIONSImage AddedSUBSCRIPTION MAINTENANCE UTILITIES	Normal Subscriptions

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Step 1: Setting up Billing Term Schemes

First you must configure the Start by configuring Billing Term Schemes.

Billing Term Schemes are used to control the creation or modification of Billing Terms. They provide information on the options available when creating Subscriptions and Jobs, such as the products that can be added or the Price Plans that will be used for their billingBilling. The Schemes also control Billing Engine processes by providing the billing Billing rules and policies that should be applied during Billing Runs.

Define the Termed Services and Expenses to be available for selection and addition to Subscriptions, and the Termed Services 'Billing Type' that distinguishes Pre-Bill and Post-Bill Services.

• Post-Bill: Services which are billed after being used.
• Pre-Bill: Services which are billed before being used.

Once created, Billing Term Schemes are added on Subscription Types.

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Step 2: Setting up Subscription Types

A Subscription Type A Subscription Type defines the company's commercial policies which are applied on Subscriptions of that typeon Subscriptions of the respective Type, such as what Services and what Physical Goods can be added on each Subscription Typeto each Subscription, which Billing Term Schemes will be made available for each Subscription Type as well as the company's departments (Organisational Units) can the Subscription and which Organisational Units will be able to create Subscriptions of the specific that Type.

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Step 3: Setting up Subscription Definition

An active Subscription definition must then be configuredConfigure an 'Active' Subscription Definition next.

A Subscription Definition is a set of business rules and conditions which are used in order to create and maintain Subscriptions throughout their Life Cycle. For example, through the Subscription Definitions, you can define the maximum number of Subscriptions you can have per account , or the maximum number of Main Services and Physical products that can be added on to a Subscription. 
Subscription Definitions provide a number of restrictions and controls and can be used to define product dependencies. For example, a rule can be set where additional channels cannot be added unless one of the Main channels is added first.

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Step 4: Setting up Billing Term Definitions

Billing Term Definitions come nextfollow. They These are differentiated based on Classification, which can be 'Subscription' or Jobs'Job'.

Billing Term is the agreement/ contract between the customer and the company. It provides information with regards to billingBilling, contract dates and billing Billing periods. Billing Terms are created every time a Billing Term Scheme is added or updated on the Job or Subscription, and it determines determine whether a Subscription will be handled by Normal or Prepaid Billing. Billing Term behaviour is governed by Billing Term Definition rulesRules.

Billing Term Definitions are used to define set the business rules used to which validate several processes applied to Subscription Subscriptions or Jobs, via through their related Billing Term.. For example, you can define rules where you will not allow Regret after a  Rules can be defined where Regret is not allowed after a certain number of days, or define where cancellation penalties are applied based on a particular service and remaining binding period.Service's remaining Binding Period.  Rules are used across to all Billing Terms, regardless of their Schemes however, for each rule, you can define whether it is only applicable Scheme.  It is possible, however, to define whether a rule applies to particular schemes.

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Step 5: Setting up Normal Billing Run Definitions

Time It's time for Billing!!!

Normal Billing is the mechanism used to bill customers before or after they start using Services they have bought or are subscribed to. Normal Billing is handled by the execution of Normal Billing Runs that create Financial Transactions which are used to debit or credit the customer's Accounts Receivable and which are then grouped and presented to the customers through Bills.

Normal Billing Run definitions is Definitions are a set of business rules which are used to control the behaviour of Normal Billing Runs throughout their whole Life Cycle. Normal Billing Run definitions is Definitions are used in order to define several business rules that are must be applied during the Billing Run, but also as well as default values , which that are used while running during Normal Billing Runs.

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Step 6: Setting Up Subscription Action and Sub

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-Action Types, Bill Sending Runs, Disconnection and Activation Runs

Configure the following modules for additional functionality and categorisation. You can skip the configuration of the these modules if not required by your business model.

• Subscription Action Type:
  The modifications performed on a Subscription when a Subscription Action is executed depend on the Subscription Action's Type, while the Subscription Sub-Action Type is used to apply a business meaning.

  • There are 2 Subscription Actions and have two main characteristics that all Subscription actions have , and these are configured in the Subscription Action Type and Subscription SUb Action Type Level:

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• • Sub-ActionType Level.

    Note
    It is not necessary to configure Subscription Action Types as

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• • all available Subscription Action Types and Sub-Types can be found in the Subscription's page. Configure new Subscription Action Types and Sub-Types only if you want to

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• • categorise executed Actions.

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• Bill Sending Runs

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• : Bills are created once the Billing Run is executed

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• . Bill Sending Run Definitions are used to determine the business rules that are used to identify Bills

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• that should be sent through Email, SMS or an external

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• system. Configure the Bill Sending Runs if you

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• want to

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• handle

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• the sending of Bills directly from CRM.COM

• Subscription Maintenance Utilities Run Definition provides a set of utility batch processes that can be used to maintain Subscriptions.
  • Activate Settled Subscriptions
    Activates 'Not Effective' Normal Subscriptions that belong to Accounts Receivable that have not exceeded their Credit Limit and that had their Balance changed within a specified time-frame.
    
  • Execute Scheduled Actions
    Executes all Scheduled Subscription Actions whose Scheduled Execution date is equal to or before the current date.

  Note
  If not configured, deactivated Subscriptions will only be activated by the respective Activation Subscription Action, while scheduled Actions will never be executed.

   

• Deactivate Normal Subscriptions Run Definitions  are used to set the rules for executing Runs that deactivate Subscriptions. The decision for deactivating Subscriptions is based on criteria set in the Definitions including Accounts Receivable Classification, Subscription Type and Frequency.  It can also be defined whether deactivation occurs based on the Outstanding Amount of the Accounts Receivable and/or its Credit Limit.

  Note
  If not configured, Subscriptions will only be deactivated by the respective Deactivate Subscription Action.

Do it Yourself!!

Normal Subscriptions.

Billing Term Schemes

Subscription Types

Create the following Subscription Definition

Create the following Normal Billing Run Definition

Company ZX bills has the following requirements regarding its subscribers billing

• Billing Run executed once a month on the 20th charging the following month
• Transaction Date set on transactions is the 21st
• Due Date is set to the 10th of the next month
• Subscribers are always billed from the last day they were billed + one period. i.e. In July Billing Run, Monthly subscribers are billed from the 1st of August till the 1st of Septemeber, while biannual subscribers would be billed from the 1st of August till the 1st of February
• If a subscriber's total bill amount is less than 5 euro then the bill should not be created at all
• Bills with credit amount less than 50 should be marked for investigation
• All information should be included in the bill and displayed per service

CRM.COM Solution

A Billing Run definition will be set up in the System with the following configurations

Billing Term Definition

Normal Billing Run Definition