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Available from CRM.COM R12.0.0

Excerpt

This method is amending the billing terms of a Draft, Effective, Not Effective or In Resting subscription. The method can be applied to a single subscription only

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

subscription_identifier

(semi-optional)

...


Tip

Available from CRM.COM R12.0.0


Excerpt

This method is amending the billing terms of a Draft, Effective, Not Effective or In Resting subscription. The method can be applied to a single subscription only

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

subscription_identifier

(semi-optional)

Subscription identifier

The subscription to be modified. The allowed subscription identifier fields are the following:

Include Page
V4:subscription_identifier
V4:subscription_identifier

Tip

Up to CRM.COM R12.0.0 the subscription_identifier is mandatory


accounts_receivable_identifier

(semi-optional)

Accounts Receivable Identifier

The accounts receivable identifier that can be used to perform the subscription modification. The allowed accounts receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier_post
V4:accounts_receivable_identifier_post

Note

The ability to use the accounts_receivable_identifier instead of the subscription_identifier is applicable only when the specified Accounts Receivable owns only one Subscription


Tip

Available from CRM.COM R13.0.0


business_classification_code

(mandatory)

String

The classification of the Amend Billing Terms Action which can be one of the following:

  • NEW_BINDING_PERIOD_TERMS
  • CANCELED_BINDING_PERIOD_TERMS
  • RENEWED_BINDING_PERIOD_TERMS
  • EXTENDED_BINDING_PERIOD_TERMS
  • ADJUSTED_BINDING_PERIOD_TERMS
  • NO_BINDING_PERIOD_TERM_CHANGES
  • RENEWED_BILLING_TERMS
Tip

RENEWED_BILLING_TERMS available from CRM.COM R18.0.0


action_type_identifier

(optional)

Subscription action type identifier

The action type that should be used. The allowed subscription action type identifier fields are the following:

Include Page
V4:subscription_action_type_identifier
V4:subscription_action_type_identifier

Tip

Deprecated from CRM.COM R15.0.0


sub_action_type_identifier

(optional)

Subscription sub action type identifier

Thesub action type that should be used. The allowed subscription sub action type identifier fields are the following:

Include Page
V4:subscription_sub_action_type_identifier
V4:subscription_sub_action_type_identifier

Tip
Up to

Deprecated from CRM.COM

R12

R15.0.0

the subscription_identifier is mandatoryaccounts_receivable


classification_identifier

(

semi-

optional)

Accounts Receivable
Subscription Action Classification Identifier

The

accounts receivable identifier that can be used to perform the subscription modification

subscription action's classification. The allowed

accounts receivable

subscription action classification identifier fields are the following:

Include Page
V4:

accounts

subscription_action_

receivable

classification_identifier

_post

V4:

accounts

subscription_action_

receivable

classification_identifier

_post NoteThe ability to use the accounts_receivable_identifier instead of the subscription_identifier is applicable only when the specified Accounts Receivable owns only one Subscription

Tip

Available from CRM.COM R18.0.0


transaction_reference_number

(optional)

String

The transaction reference number of the performed subscription action. The transaction reference number is unique against already submitted subscription actions.

Tip

Available from CRM.COM R13.0.0

business


performed_by_

classification

user_

code

identifier

(

mandatory

optional)

String
User identifier

The

classification of the Amend Billing Terms Action which can be one of action_type

user that actually performed the action. The allowed user identifier fields are the following:

  • NEW_BINDING_PERIOD_TERMS
  • CANCELED_BINDING_PERIOD_TERMS
  • RENEWED_BINDING_PERIOD_TERMS
  • EXTENDED_BINDING_PERIOD_TERMS
  • ADJUSTED_BINDING_PERIOD_TERMS
  • NO_BINDING_PERIOD_TERM_CHANGES

Include Page
V4:user_identifier
V4:user_identifier

performed_by_unit_identifier

(optional)

Subscription action type identifier
Unit Identifier

The

action type that should be used

unit that performed the action. The allowed

subscription action type

unit identifier fields are the following:

Include Page
V4:

subscription_action_type

unit_identifier
V4:

subscription_action_type

unit_identifier

Tip

Available from CRM.COM R14.0.0

Deprecated from CRM.COM

R15

R18.0.0

sub


performed_by_

action

business_

type

unit_identifier

(optional)

Subscription sub action type identifierThesub action type that should be used. The allowed subscription sub action type

Business Unit Unit Identifier

The business unit that performed the action. The allowed business unit identifier fields are the following:

Include Page
V4:

subscription

business_

sub_action

unit_

type_

identifier
V4:

subscription_sub_action_type

business_unit_identifier

Tip
Deprecated

Available from CRM.COM

R15.0.0transaction_reference_number

R18.0.0


performed_on

(optional)

DateThe date that the action was actually performed

agreement_date

(mandatory)

DateThe agreement date of the billing terms that will be created. Billing terms agreement date is used to log the date that the billing terms were agreed and signed by the customer.

is_auto_renewed

(optional)

StringThe transaction reference number of the performed subscription action. The transaction reference number is unique against already submitted subscription actions
Boolean

Defines whether the subscription's billing terms will be auto-renewed or not.

Tip

Available from CRM.COM

R13

R15.0.0

performed


billing_

by

cycle_

user_identifier

day

(

optional

semi-optional and applicable on conditions)

User identifier
Number

The

user that actually performed the action. The allowed user identifier fields are the following: Include PageV4:user_identifierV4:user_identifier

performed_by_unit_identifier

(optional)

Unit Identifier

The unit that performed the action. The allowed unit identifier fields are the following:

Include PageV4:unit_identifierV4:unit_identifier
Tip

Available from CRM.COM R14.0.0

performed_on

(optional)

DateThe date that the action was actually performed

agreement_date

(mandatory)

DateThe agreement date of the billing terms that will be created. Billing terms agreement date is used to log the date that the billing terms were agreed and signed by the customer.

is_auto_renewed

(optional)

Boolean

Defines whether the subscription's billing terms will be auto-renewed or not.

Tip

Available from CRM.COM R15.0.0

billing_cycle_day

(semi-optional and applicable on conditions)

Number

The billing cycle day of the billing terms that will be created. Billing cycle day is used to specify up to which day of the month a subscription should be billed. Applicable and mandatory only when Billing Term Scheme specifies an Anniversary Billing and no automation on how the billing cycle day should be set are defined in the Billing Term Scheme.

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and

billing cycle day of the billing terms that will be created. Billing cycle day is used to specify up to which day of the month a subscription should be billed. Applicable and mandatory only when Billing Term Scheme specifies an Anniversary Billing and no automation on how the billing cycle day should be set are defined in the Billing Term Scheme.

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

billing_cycle_last_day_of_month

(semi-optional and applicable on conditions)


BooleanDefines that the billing cycle date is the last day of each month. Applicable only for Anniversary subscriptions and only if and no automation on how the billing cycle day should be set are defined in the Billing Term Scheme. Either a specific day of month (billing_cycle_day) or the last day of month can be specified in these cases.

billing_frequency

(mandatory on conditions)

String

The billing frequency of the billing terms that will be created. Billing Frequencies are used to denote how often a subscription should be billed.The supported options are the following:

DAILY, WEEKLY, MONTHLY, QUARTERLY, BIANNUAL, ANNUAL, TWOYEARS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

billing_term_scheme_identifier

(mandatory and applicable on conditions)

Billing term scheme identifier

The billing term scheme that will be used on the billing terms. The allowed billing term scheme identifier fields are the following:

Include Page
V4:billing_term_scheme_identifier
V4:billing_term_scheme_identifier

This information is available ONLY if classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

billing_cycle_last_day_of_month

(semi-optional and applicable on conditions)

 

BooleanDefines that the billing cycle date is the last day of each month. Applicable only for Anniversary subscriptions and only if and no automation on how the billing cycle day should be set are defined in the Billing Term Scheme. Either a specific day of month (billing_cycle_day) or the last day of month can be specified in these cases.

billing_frequency

(mandatory on conditions)

String

The billing frequency of the billing terms that will be created. Billing Frequencies are used to denote how often a subscription should be billed.The supported options are the following:

DAILY, WEEKLY, MONTHLY, QUARTERLY, BIANNUAL, ANNUAL, TWOYEARS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and
Tip

From CRM.COM R15.0.0 the billing term scheme identifier is not mandatory when the subscription's type is not of classification Package


price_plan_identifier

(mandatory and applicable on conditions)

Price plan identifier

The price plan that will be used on the terms. The allowed price plan identifier fields are the following:

Include Page
V4:price_plan_identifier
V4:price_plan_identifier

This information is available ONLY if classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

billing_term_scheme_identifier

(mandatory and applicable on conditions)

Billing term scheme identifier

The billing term scheme that will be used on the billing terms. The allowed billing term scheme identifier fields are the following:

Include PageV4:billing_term_scheme_identifierV4:billing_term_scheme_identifier

This information is available ONLY if classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

price_plan_identifier

(mandatory and applicable on conditions)

Price plan identifier

The price plan that will be used on the terms. The allowed price plan identifier fields are the following:

Include PageV4:price_plan_identifierV4:price_plan_identifier

This information is available ONLY if classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

scheduled_date

(optional)

Date

The date that the action is scheduled to be executed. If not specified then the action will be executed immediately

 

use_proposed_scheduled_date

(optional)

Boolean

Defines whether the scheduled date automatically calculated and proposed by the system based on business rules, will be automatically set as the subscription's scheduled date or not. Applicable only if the subscription action includes a scheduled date and only if this scheduled date does not meet the business rules.

Tip

Available from CRM.COM R15.0.0

udf_string_1
Tip

From CRM.COM R15.0.0 the price plan identifier is not mandatory when the subscription's type is not of classification Package


Tip

Deprecated from CRM.COM R18.0.0


scheduled_date

(optional)

Date

The date that the action is scheduled to be executed. If not specified then the action will be executed immediately


use_proposed_scheduled_date

(optional)

Boolean

Defines whether the scheduled date automatically calculated and proposed by the system based on business rules, will be automatically set as the subscription's scheduled date or not. Applicable only if the subscription action includes a scheduled date and only if this scheduled date does not meet the business rules.

Tip

Available from CRM.COM R15.0.0


udf_string_1 

(optional)

String

User Defined Field of type String

udf_string_2 

(optional)

String

User Defined Field of type String

udf_string_3 

(optional)

String

User Defined Field of type String

udf_string_4 

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6 

(optional)

String

User

DefinedField

Defined Field of type String

udf_string_

2 

7

(optional)

String

User

DefinedField

Defined Field of type String

udf_string_

3 

8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User

DefinedField

Defined Field of type

String

Float

udf_

string

float_

4 

2

(optional)

String

Float

User

DefinedField

Defined Field of type

String

Float

udf_

string

float_

5

3

(optional)

String

Float

User

DefinedField

Defined Field of type

String

Float

udf_

string

float_

6 

4

(optional)

String

Float

User

DefinedField

Defined Field of type

String

Float

udf_

string

date_

7

1 

(optional)

String

Date

User

DefinedField

Defined Field of type

String

Date

udf_

string

date_

8

2 

(optional)

String

Date

User

DefinedField

Defined Field of type

String

Date

udf_

float

date_

1

3

(optional)

Float

Date

User Defined Field of type

Float

Date

udf_

float

date_

2

4

(optional)

Float

Date

User Defined Field of type

Float

Date

udf_float

binding_

3

information

(

optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1 

(optional)

Date

User Defined Field of type Date

udf_date_2 

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

binding_information

(mandatory and applicable on conditions)

Binding information object

The binding information of the billing term that will be created. Binding information is used to determine if a customer is contractually committed to receive services from the service provider for a fixed period of time. Applicable and mandatory only when Billing Term Scheme specifies that it is mandatory to provide binding period.

 This information is available ONLY if classification_code is:

  • NEW_BINDING_PERIOD_TERMS

extended_by_information

(mandatory and applicable on conditions)

Extend by information object

The extended by information that will extend the binding period. The extended by period will define the new Binding End Date.

This information is available ONLY if classification_code is:

  • EXTENDED_BINDING_PERIOD_TERMS

adjust_by_information

(mandatory and applicable on conditions)

Adjust by information object

The adjust by information that will adjust the binding period. The adjust by period will define the new Binding Start Date.

This information is available ONLY if classification_code is:

  • ADJUSTED_BINDING_PERIOD_TERMS 

concurrent_usage_based_pricing

(mandatory on conditions)

Concurrent usage based pricing object

Concurrent usage based pricing is used to apply price plan rates based on the number of concurrent usage of the services or the installed items that will be billed, and a rate percentage which is agreed between the customer and the company providing those service. Concurrent usage based pricing is applicable and mandatory only if it is supported by the billing term schemes

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and concurrent usage is enabled and classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

services_period_billed_in_advance

(optional and based on conditions)

Service periods to be billed in advance set

Includes a set of services and for each service its period to be billed in advance is provided. Applicable only for prepaid pre-rated services and only in case sin which the period to be billed in advance for at leas tone of these services is required.

This information is available ONLY if selected Billing Term Scheme is of type PREPAID, the services have billing type "Pre-rate" and classification_code is:

NO_BINDING_PERIOD_TERM_CHANGES

mandatory and applicable on conditions)

Binding information object

The binding information of the billing term that will be created. Binding information is used to determine if a customer is contractually committed to receive services from the service provider for a fixed period of time. Applicable and mandatory only when Billing Term Scheme specifies that it is mandatory to provide binding period.

 This information is available ONLY if classification_code is:

  • NEW_BINDING_PERIOD_TERMS

extended_by_information

(mandatory and applicable on conditions)

Extend by information object

The extended by information that will extend the binding period. The extended by period will define the new Binding End Date.

This information is available ONLY if classification_code is:

  • EXTENDED_BINDING_PERIOD_TERMS

adjust_by_information

(mandatory and applicable on conditions)

Adjust by information object

The adjust by information that will adjust the binding period. The adjust by period will define the new Binding Start Date.

This information is available ONLY if classification_code is:

  • ADJUSTED_BINDING_PERIOD_TERMS 

concurrent_usage_based_pricing

(mandatory on conditions)

Concurrent usage based pricing object

Concurrent usage based pricing is used to apply price plan rates based on the number of concurrent usage of the services or the installed items that will be billed, and a rate percentage which is agreed between the customer and the company providing those service. Concurrent usage based pricing is applicable and mandatory only if it is supported by the billing term schemes

This information is available ONLY if selected Billing Term Scheme is of type NORMAL and concurrent usage is enabled and classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES

services_period_billed_in_advance

(optional and based on conditions)

Service periods to be billed in advance set

Includes a set of services and for each service its period to be billed in advance is provided. Applicable only for prepaid pre-rated services and only in case sin which the period to be billed in advance for at leas tone of these services is required.

This information is available ONLY if selected Billing Term Scheme is of type PREPAID, the services have billing type "Pre-rate" and classification_code is:

  • NO_BINDING_PERIOD_TERM_CHANGES
Tip

Available from CRM.COM R14.0.0

Deprecated from CRM.COM R15.0.0


period_billed_in_advance

(mandatory on conditions)

float

The period that the specified service will be billed in advance. Applicable and mandatory only for prepaid and pre-rated billing term scheme. If nothing is specified then the default value will be provided

Tip

Available from CRM.COM R15.0.0


period_billed_in_advance_uot

(mandatory on conditions)

String

The unit of time for the period that the specified service will be billed in advance. Applicable and mandatory only for prepaid and pre-rated billing term scheme. The supported values are DAYS, WEEKS or MONTHS. If nothing is specified then the default value will be provided

Tip

Available from CRM.COM

R14

R15.0.0


fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

 


Anchor
subscription_amend_billing_terms referred objects parameters
subscription_amend_billing_terms referred objects parameters
Referred Parameter Objects Data

...

Include Page
V4:services_period_billed_in_advance_parameters
V4:services_period_billed_in_advance_parameters

 


Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

...

Expand
titleExample 1

HTTP Method: POST

Request:

Body:

Code Block
languagejavascript
themeConfluencelanguagejavascript
linenumberstrue
 {
   "token":"{{token}}",
    "subscription_identifier":{"number":"S0000000065"}, 
    "business_classification_code":"NO_BINDING_PERIOD_TERM_CHANGES",
    "billing_term_scheme_identifier":{"code":"ASK"},
    "billing_cycle_day":2,
    "billing_frequency":"MONTHLY",
    "agreement_date":"2017-01-23T00:00:00",
     "binding_information":
     {
         "binding_period":"MONTH",
         "start_date":"2017-02-16T00:00:00"
     },
     "concurrent_usage_based_pricing":
     {
         "concurrent_usage":1,
         "rate_percentage":"100"
     },
     "price_plan_identifier":{"code":"MPP"}
    
}


Response:

Code Block
languagejavascript
themeConfluencelanguagejavascript
linenumberstrue
 {
  "data": {
    "performed_by": null,
    "action_type": null,
    "submitted_by": {
      "person_name": "CRM COM",
      "id": "1",
      "username": "MPAdministrator"
    },
    "executed_on": "2017-01-24T09:36:46",
    "life_cycle_state": "EXECUTED",
    "subscription": {
      "number": "S0000000065",
      "first_activated_date": "2016-03-13T18:43:25",
      "rating_state": "PENDING",
      "accounts_receivable": {
        "number": "ACR0000000066",
        "name": "ACR0000000066 Polina Kestora",
        "id": "4CDD142DE76743FB91721756FC05A16E",
        "life_cycle_state": "ACTIVE",
        "account_owner": {
          "company_profile": null,
          "company_name": null,
          "name": "Polina Kestora",
          "last_name": "Kestora",
          "id": "E1253BE26EB74589BD065F70ACEF75D8",
          "life_cycle_state": "FINANCIAL",
          "middle_name": null,
          "title": null,
          "type": "PERSON",
          "first_name": "Polina",
          "demographics": {
            "name_day": {
              "month": null,
              "day": null
            },
            "id_number": null,
            "gender": null,
            "country_of_residence": {
              "alternative_code": "IRN",
              "three_character_code": null,
              "name": "IRAN (ISLAMIC REPUBLIC OF)",
              "id": "231",
              "two_character_code": null
            },
            "date_of_birth": {
              "month": null,
              "year": null,
              "day": null
            },
            "industry_sector": null,
            "passport_number": null,
            "industry": null,
            "social_security_number": null,
            "id_issued_by_country": null,
            "passport_issued_by_country": null
          }
        }
      },
      "id": "C8358DE48C2F4F1CA1FC2C6C5C3C065A",
      "life_cycle_state": "EFFECTIVE",
      "type": {
        "alternative_code": "normalsub",
        "name": "Normal",
        "description": null,
        "id": "D1BAE6454A2248189EBCD7ADD3B4B65F"
      }
    },
    "scheduled_date": "2017-01-24T09:36:46",
    "performed_on": null,
    "sub_action_type": null,
    "business_classification_code": "NO_BINDING_PERIOD_TERM_CHANGES",
    "number": "5653",
    "submitted_on": "2017-01-24T09:36:46",
    "id": "5736E6D6549B41828C13DA6F9E14EA0A",
    "job": null,
    "behavior_code": "AMEND_BILLING_TERMS"
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}


...