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Back to Subscriptions Main Page

Excerpt
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Find out about Use the New Billing Terms

What does this section cover?

Classification to replace the current contract with a new one

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Table of Contents

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When to use New Billing Terms

Subscriptions can only have a single contract at any point in time. The contract of the customer holds all the related information with regards to the billing frequency the price plan the offerings and any other information as defined on the billing term. 

If the contract needs to be updated then the action Use the New Billing Terms will need to be used. Using the action you have the option to change the followingClassification to replace the subscriber's current contract with a new one or in order to change basic attributes of the current contract such as:

  • Billing Term Scheme
  • Billing Frequency
  • Price Plan
  • Binding Period
  • Binding Start
  • Binding End
  • Concurrent Usage
  • Concurrent Usage Rate Percentage

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, additional information and a description of its system process.
View 'Using the Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.

NEW BILLING TERMSImage Added

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New Billing Terms Information

Subscription Action Information

(tick)AMENDBILLINGTERMS
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(tick)(error)AMENDBILLINGTERMSNOBINDINGPERIODTERMCHANGES

 

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Restrictions & Validations

The action
ActionValidationsRestrictionsAdditional InformationSystem Processing
New Billing Terms
  • The rules defined in the related billing term scheme are not violated
    • Concurrent usage based pricing rules are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
    • The specified price plan is within the allowed price plans
    • The effective subscription services are within the supported services
  • The rules defined in the active billing term definitions are not violated
    • Billing term amendment rules are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
  • The following fields have options based on the existing or selected Prepaid or Normal Billing Term Scheme of the Subscription:
    1. Concurrent Usage Based Pricing Rules
    2. Billing Term Frequency
    3. Binding Period
    4. Price Plan
    5. The 'Effective' Subscription Services are within the supported Services.
  • The Action is not allowed if another scheduled billing terms action Amend Billing Terms Action exists. You will be allowed to schedule the update of the Billing Term only after the scheduled actionAction.
  • 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

 

Executing New Billing Terms

  • 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
    NEW BILLING TERMSImage Removed 

  • Classification: NEW BILLING TERMS

    • You have the option to make the following changes
  • Billing Term Scheme: Select a scheme from the drop down list
  • Billing Frequency: Select billing frequency from the drop down list (this is filtered based on the selected scheme)
    • Price Plan: Select Price Plan from the drop down list (this is filtered based on the selected scheme)

    Agreement Date: Click on the Calendar icon and select the date for which the new contract has been selected

    Info
    titleVisibility Conditions

  • Binding Period: Select Binding Period from the drop down list (this is filtered based on the selected scheme)
  • Binding Start: Click on the Calendar icon and select the date for which the contract should start 
  • Binding End: The date that the contract will expire. This will be automatically calculated based on the Binding Period and Binding Start 
  • Concurrent Usage: Provide the number of concurrent users for the specific subscription
  • Concurrent Usage Rate Percentage: Provide the charge percentage per concurrent user. (i.e. Total amount to be paid per month will be the Price plan rate * Concurrent % * Concurrent usage) / per service

    • The following fields are only visible and available for selection if certain conditions are met:
      •
        • Binding Period: The selected Billing Term Scheme is not of
      type Pre Paid•
        • Type Prepaid.
        • Binding Start: The selected Billing Term Scheme is not of
      type Pre Paid•
        • Type Prepaid.
        • Concurrent Usage: The selected Billing Term Scheme supports concurrent usage.
      •
        • Concurrent Usage Percentage: The selected Billing Term Scheme supports concurrent usage

       NEW BILLING TERMSImage Removed

    • If required check the following sections for information 

      1. EXISTING BILLING TERMS

        1. Provides an overview of the existing billing terms

      2. UNSETTLED BILLS

        1. Provides an overview of any Bills related to the subscription and have not yet been settled

      • SUBSCRIPTION ACTION DETAILS

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

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

      • SCHEDULING INFORMATION

      InfoIf another scheduled Amend Billing Terms action exists, then you are not allowed to execute the action now
        • .
      You are allowed however, to schedule the action after the execution of the current scheduled action

       

      Include PageScheduling Subscription action - GlobalScheduling Subscription action - Global
    • Click on "SUBMIT"
      Action will be validated as provided in the section above and submitted if validations are passed
      • AnchorprocessingprocessingSystem Processing

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

      A new billing term instance
      • A new Billing Term instance which replicates the previous one
      having the same
      • and has identical binding terms is created and activated.
      • The
      existing billing term is replaced and set to inactive
    • The new billing term is set to active
       
      • Info

      Status
      colourRed
      titleAvailable from CRM.COM R9.0.0

      Changing from
      • existing Billing Term is replaced and set to 'Inactive'.

      • When replacing a Prepaid Billing Term Scheme with post-rated

      services to

      • Services with a Prepaid Billing Term Scheme with pre-rated

      services,

      • Services (given that the

      services

      • Services are the same) or

      Vice Versa

      • vice versa, the following will occur in the system:

        • On switching from prepaid post-rated to prepaid pre-rated: 
          • The system applies the same validations that are applied while setting a
      service as effective
    • No billing actions are applied
      • The services
          • Service as 'Effective'.
          • No Billing is executed.
          • The Services that changed from post-rated to pre-rated will be billed for a period in advance through the next scheduled
      prepaid billing run
       billing term
        •  Billing Term scheme
          • No
      billing actions
          • Billing Actions are applied
          • The
      services
          • Services that changed from pre-rated to post-rated will be credited for the period that
      were
          • was billed in advance and will be billed again through the next scheduled
      prepaid billing run
          • Prepaid Billing Run.
            • The period to be credited will start from the date after the
      action
            • Action was executed up to the date that the
      service
            • Service was billed in advance.
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