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Available from CRM.COM R9.1.0

Excerpt

This method is used to calculate the rates that will be applied while creating a new subscription or modifying an existing one, before submitting the actual request. The rates calculation can be applied on a single subscription per each call.

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

mode

(mandatory)

...

It determines if the rate calculation should be applied on a new subscriptions or a modification of an existing subscription. The following options are supported:

...


Tip

Available from CRM.COM R9.1.0


Excerpt

This method is used to calculate the rates that will be applied while creating a new subscription or modifying an existing one, before submitting the actual request. The rates calculation can be applied on a single subscription per each call.

Resource URL

http://host_name/crmapi/rest/$version/subscriptions/calculate_rates

Parameters

V4:subscription_identifierSubscriptions Object

Name

Type

Description

token

String

The token retrieved from the login method

mode

(mandatory)

String

It determines if the rate calculation should be applied on a new subscriptions or a modification of an existing subscription. The following options are supported:

  • RATE_BECOME_SUBSCRIBER: If this mode is set then it is mandatory to specify an accounts receivable, and subscription object and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_ACTIVATE_SUBSCRIPTIONS: If this mode is set then it is mandatory to specify a subscription identifier and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_ADD_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of new subscription services that will be added and activated and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_REMOVE_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription services that will be removed and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_SWAP_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription service swaps and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_START_SERVICES: If this mode is set then it is mandatory to specify
an accounts receivable, and subscription object
  • a subscription identifier, the set of existing subscription services that will be started and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_
ACTIVATE
  • STOP_
SUBSCRIPTIONS
  • SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription services that will be stopped and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_ADD_
SERVICES
  • EXPENSES: If this mode is set then it is mandatory to specify a subscription identifier, and the set of
new subscription services that will be added and activated and optionally
  • new subscription services (expenses) that will be added
  • RATE_BUY_IN_ADVANCE_REQUESTS: If this mode is set then it is mandatory to specify a subscription identifier and a buy in advance request object. All the other fields are not applicable.
  • RATE_
REMOVE
  • AMEND_SERVICES_INSTALLED_ITEMS: If this mode is set then it is mandatory to specify a subscription identifier, the set of
existing subscription services that will be removed and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_SWAP_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription service swaps and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_START_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription services that will be started and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_STOP_SERVICES: If this mode is set then it is mandatory to specify a subscription identifier, the set of existing subscription services that will be stopped and optionally a buy in advance request object. All the other fields are not applicable.
  • RATE_ADD_EXPENSES: If this mode is set then it is mandatory to specify a subscription identifier, and the set of new subscription services (expenses) that will be added
  • RATE_BUY_IN_ADVANCE_REQUESTS: If this mode is set then it is mandatory to specify a subscription identifier and a buy in advance request object. All the other fields are not applicable.
  • RATE_AMEND_SERVICES_INSTALLED_ITEMS: If this mode is set then it is mandatory to specify a subscription identifier, the set of new and/or removed and/or swapped subscription services and/or the set of new/removed subscription installed items
    Tip

    RATE_AMEND_SERVICES_INSTALLED_ITEMS available from CRM.COM R14.3.0

    number_of_additional_periods

    (optional)

    NumberIt determines if the rates should be calculated only for the upcoming period or for additional billing periods. If not specified then the method will return only the rates for the upcoming period

    scheduled_date

    (optional)

    Date

    The date on which the subscription action is scheduled to be executed, therefore rates will be applied as of this schedueld date.

    Tip

    Available from CRM.COM R14.5.0

    subscription_identifier
    • new and/or removed and/or swapped subscription services and/or the set of new/removed subscription installed items
    • RATE_BILLING_FREQUENCY_CHANGE: If this mode is set then it is mandatory to specify billing frequency.
    Tip

    RATE_AMEND_SERVICES_INSTALLED_ITEMS available from CRM.COM R14.3.0

    RATE_BUY_IN_ADVANCE_REQUESTS deprecated in CRM.COM R18.0.0

    RATE_BILLING_FREQUENCY_CHANGE available from CRM.COM R14.28.0


    number_of_additional_periods

    (optional)

    NumberIt determines if the rates should be calculated only for the upcoming period or for additional billing periods. If not specified then the method will return only the rates for the upcoming period

    scheduled_date

    (optional)

    Date

    The date on which the subscription action is scheduled to be executed, therefore rates will be applied as of this scheduled date.

    Tip

    Available from CRM.COM R14.5.0


    subscription_identifier

    (mandatory and applicable on conditions)

    Subscription Identifier

    The identifier of the existing subscription that should be rated. The allowed subscription identifier fields are the following:

    Include Page
    V4:subscription_identifier
    V4:subscription_identifier

    Note that this information is applicable and mandatory only if the mode is set to RATE_ACTIVATE_SUBSCRIPTIONS, RATE_ADD_SERVICES, RATE_REMOVE_SERVICES, RATE_SWAP_SERVICES, RATE_START_SERVICES, RATE_STOP_SERVICES, RATE_BUY_IN_ADVANCE_REQUESTS, RATE_ADD_EXPENSES, RATE_BILLING_FREQUENCY_CHANGE, RATE_AMEND_SERVICES_INSTALLED_ITEMS

    accounts_receivable

    (mandatory and applicable on conditions)

    Accounts Receivable Object

    Information related with the accounts receivable that will own the new subscription that will be rated.

    Note that this information is applicable and mandatory only if the mode is set to RATE_BECOME_SUBSCRIBER

    subscription

    (mandatory and applicable on conditions)

    Subscription Identifier

    The identifier of the existing subscription that should be rated. The allowed subscription identifier fields are the following:

    Include Page
    V4:subscription_identifier

    Information related with the new subscription that will be rated

    Note that this information is applicable and mandatory only if the mode is set to RATE_ACTIVATE_SUBSCRIPTIONS, RATE_ADD_SERVICES, RATE_REMOVE_SERVICES, RATE_SWAP_SERVICES, RATE_START_SERVICES, RATE_STOP_SERVICES, RATE_BUY_IN_ADVANCE_REQUESTS, RATE_ADD_EXPENSES

    accounts_receivable

    (mandatory and applicable on conditions)

    Accounts Receivable Object

    Information related with the accounts receivable that will own the new only if the mode is set to RATE_BECOME_SUBSCRIBER

    buy_in_advance_request

    (mandatory on conditions)

    Buy in Advance Request Object

    Information related with a buy in advance request that might be applicable on the new or existing subscription that will be rated.

    Note that this information is applicable

    and

    for all modes but is mandatory only if the mode is set to RATE_BUY_IN_

    BECOME_SUBSCRIBERsubscription

    ADVANCE_REQUESTS

    Tip

    Deprecated from CRM.COM R18.0.0


    new_services_set

    (mandatory and applicable on conditions)

    Subscriptions Object

    Set of New Subscription Services

    Information related with the new subscription services that will be ratedadded and activated on the existing subscription that was specified

    Note that this information is applicable and mandatory only if the mode is set to RATE_BECOME_SUBSCRIBER

    buy_in_advance_request

    (mandatory on conditions)

    Buy in Advance Request Object

    Information related with a buy in advance request that might be applicable on the new or existing subscription that will be rated._ADD_SERVICES or RATE_ADD_EXPENSES

    When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS, this information is applicable but it is optional.

    existing_services_set

    (mandatory and applicable on conditions)

    Set of Existing Subscription Services

    Information with existing subscription services that will be modified on the existing subscription that was specified

    Note that this information is applicable for all modes but is and mandatory only if the mode is set to RATE_REMOVE_SERVICES, RATE_BUYSTART_INSERVICES, RATE_ADVANCESTOP_REQUESTSnew_servicesSERVICES.

    When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS, this information is applicable but it is optional.

    services_swap_set

    (mandatory and applicable on conditions)

    Set of New Existing Subscription Services that will be swapped

    Information with new existing subscription services that will be added and activated swapped on the existing subscription that was specified

    Note that this information is applicable and mandatory only if the mode is set to RATE_ADDSWAP_SERVICES or RATE_ADD_EXPENSES.

    When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS, this information is applicable but it is optional.

    existing_servicesinstalled_items_to_add_set

    (mandatory optional and applicable on conditions)

    Set of Existing New Subscription ServicesInstalled Items

    Information with existing new subscription services installed items that will be modified added on the existing subscription that was specified

    Note that this information is applicable and mandatory optional only if the mode is set to RATE_REMOVE_SERVICES, RATE_START_SERVICES, RATE_STOP_SERVICES.When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS, this information is applicable but it is optional.services_swap

    Tip

    Available from CRM.COM R14.3.0


    installed_items_to_remove_set

    (mandatory optional and applicable on conditions)

    Set of Existing Subscription Services that will be swappedInstalled Items

    Information with existing new subscription services installed items that will be swapped on removed from the existing subscription that was specified

    Note that this information is applicable and mandatory optional only if the mode is set to RATE_SWAP_SERVICES.When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS, this information is applicable but it is optional.

    installed_items_to_add_set

    (optional

    Tip

    Available from CRM.COM R14.3.0


    billing_frequency

    (mandatory and applicable on conditions)

    StringSet of New Subscription Installed Items

    Information with new subscription installed items that will be added on the subscription that was specified

    Note that this information is applicable and optional only if 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

    When the mode is set to RATE_AMEND_SERVICES_INSTALLED_ITEMS

    Tip

    Available from CRM.COM R14.3.0

    installed_items_to_remove_set

    (optional and applicable on conditions)

    Set of Existing Subscription Installed Items

    Information with new subscription installed items that will be removed from the subscription that was specified

    Note that , this information is applicable and optional only if but it is optional.

    When the mode is set to RATE_AMENDBILLING_SERVICES_INSTALLED_ITEMSFREQUENCY_CHANGE, this information is mandatory.

    Tip

    Available from CRM.COM R14.328.0


    udf_string_1 

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_2 

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_3 

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_4 

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_5

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_6 

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_7

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_string_8

    (optional)

    String

    User Defined Field of type String

    Tip

    Available from CRM.COM R14.3.0


    udf_float_1

    (optional)

    Float

    User Defined Field of type Float

    Tip

    Available from CRM.COM R14.3.0


    udf_float_2

    (optional)

    Float

    User Defined Field of type Float

    Tip

    Available from CRM.COM R14.3.0


    udf_float_3

    (optional)

    Float

    User Defined Field of type Float

    Tip

    Available from CRM.COM R14.3.0


    udf_float_4

    (optional)

    Float

    User Defined Field of type Float

    Tip

    Available from CRM.COM R14.3.0


    udf_date_1 

    (optional)

    Date

    User Defined Field of type Date

    Tip

    Available from CRM.COM R14.3.0


    udf_date_2 

    (optional)

    Date

    User Defined Field of type Date

    Tip

    Available from CRM.COM R14.3.0


    udf_date_3

    (optional)

    Date

    User Defined Field of type Date

    Tip

    Available from CRM.COM R14.3.0


    udf_date_4

    (optional)

    Date

    User Defined Field of type Date

    Tip

    Available from CRM.COM R14.3.0


    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
     


    Tip

    Available from CRM.COM R10.0.0


    Referred Parameters Objects Data

    ...

    Expand
    titleExample 1

    HTTP Method: POST 


    Request:

     {{server}}/crmapi/rest/v2/subscriptions/calculate_rates

    Body:

    Code Block
    languagejavascript
    themeConfluencelanguagejavascript
    linenumberstrue
    {
    "token":"{{token}}",
    "number_of_additional_periods":3,
    "mode":"RATE_BECOME_SUBSCRIBER",
        "accounts_receivable":{"classification_identifier":{"name":"VIP Customer"}},
        "subscription":{
                          "type_identifier":{
                                   "name":"Normal"
                                   },
                         "billing_terms":{
                            "billing_term_scheme_identifier":{
                                "code":"MPBTS"
                            },
                            "price_plan_identifier":{
                                "code":"BPP0614"
                            },
                            "agreement_date":"2016-05-22T15:00:00",
                             "concurrent_usage_based_pricing":
                              {
                                    "concurrent_usage":1,
                                    "rate_percentage":100
                              }
                        },
                            "services_set":
                            [
                                {
                                    "service_identifier":{
                                        "code":"Bronze"
                                    }
                                },
                                {
                                    "service_identifier":{
                                        "code":"Gold Extra"
                                    }
                                }
                            ]
                        },
        "buy_in_advance_request":{
                            "duration":2,
                            "unit_of_time": "MONTHS",
                            "billing_effective_date": "2016-05-15T00:00:00"
                          }
    }

    Response:

    Code Block
    languagejavascript
    themeConfluencelanguagejavascript
    linenumberstrue
     {
      "status": {
        "message": "",
        "description": "",
        "code": "OK"
      },
      "data": {
        "upcoming_rates": {
          "total_amount": 27,
          "as_of_date": "Mon May 23 16:18:19 EEST 2016",
          "amount_to_be_paid": 27,
          "total_discount_amount": 0,
          "service_rates_set": [
            {
              "to_date": "Fri Jul 22 00:00:00 EEST 2016",
              "from_date": "Sun May 22 00:00:00 EEST 2016",
              "total_amount": 9,
              "service": {
                "product_type": {
                  "service_type": "TERMED",
                  "physical_good_type": null,
                  "used_for_provisioning": true,
                  "classification": "SERVICES",
                  "composition_method": "FLAT",
                  "id": "BC954969D3172372D498D3BB2BA590A0",
                  "name": "Subscription Packages",
                  "description": "Subscription main packages",
                  "alternative_code": "SP"
                },
                "id": "A15149563AC0E7D3613F3C1B6E2EE4F5",
                "description": "Bronze\r\n",
                "code": "Bronze",
                "alternative_code": "S"
              },
              "total_discount_amount": 1
            },
            {
              "to_date": "Fri Jul 22 00:00:00 EEST 2016",
              "from_date": "Sun May 22 00:00:00 EEST 2016",
              "total_amount": 18,
              "service": {
                "product_type": {
                  "service_type": "TERMED",
                  "physical_good_type": null,
                  "used_for_provisioning": true,
                  "classification": "SERVICES",
                  "composition_method": "FLAT",
                  "id": "BC954969D3172372D498D3BB2BA590A0",
                  "name": "Subscription Packages",
                  "description": "Subscription main packages",
                  "alternative_code": "SP"
                },
                "id": "A7FA7B53161B4D82A118E7734E576CDA",
                "description": null,
                "code": "Gold Extra",
                "alternative_code": "GE"
              },
              "total_discount_amount": 2
            }
          ]
        },
        "additional_period_rates_set": [
          {
            "total_amount": 0,
            "period_number": 1,
            "as_of_date": "Thu Jun 23 16:18:19 EEST 2016",
            "total_discount_amount": 0,
            "service_rates_set": null
          },
          {
            "total_amount": 0,
            "period_number": 2,
            "as_of_date": "Fri Jun 24 16:18:19 EEST 2016",
            "total_discount_amount": 0,
            "service_rates_set": null
          },
          {
            "total_amount": 0,
            "period_number": 3,
            "as_of_date": "Sat Jun 25 16:18:19 EEST 2016",
            "total_discount_amount": 0,
            "service_rates_set": null
          }
        ]
      }
    }


    ...

    Expand
    titleExample 2

    HTTP Method: POST 


    Request:

     {{server}}/crmapi/rest/v2/subscriptions/calculate_rates


    Body:

    Code Block
    languagejavascript
    themeConfluence
    languagejavascript
    linenumberstrue
    {
        "token":"{{token}}",
        "mode":"RATE_ACTIVATE_SUBSCRIPTIONS",
        "subscription_identifier":{"number":"S0000008563"}
    }

    Response:

    Code Block
    languagejavascript
    themeConfluencelanguagejavascript
    linenumberstrue
    {
      "data": {
        "upcoming_rates": {
          "total_amount_of_parent": 550,
          "total_vat_amount_of_member": 4.22,
          "total_vat_amount_of_parent": 102.07,
          "as_of_date": "2017-05-01T12:02:18",
          "total_discount_amount_of_member": 0,
          "total_tax_amount_of_parent": 51.53,
          "total_amount_of_member": 21.08,
          "total_tax_amount_of_member": 0.49,
          "currency": {
            "suffix_symbol": null,
            "prefix_symbol": "€",
            "decimal_part_name": null,
            "code": "EUR",
            "integer_part_name": null,
            "id": "2"
          },
          "service_rates_set": [
            {
              "from_date": "2017-04-06T00:00:00",
              "to_date": "2017-06-01T00:00:00",
              "total_amount": 550,
              "service": {
                "code": "Gold",
                "product_type": {
                  "service_type": "TERMED",
                  "used_for_provisioning": true,
                  "alternative_code": "Main Packages",
                  "composition_method": "FLAT",
                  "name": "Main Packages",
                  "description": null,
                  "id": "E186E293AAAB49EE86A729540A4287FE",
                  "classification": "SERVICES",
                  "physical_good_type": null
                },
                "alternative_code": "G",
                "description": "Gold",
                "id": "D1EB074DFD904E54A0C67CAB9DC7E010"
              },
              "total_discount_amount": 0
            },
            {
              "from_date": "2017-04-06T00:00:00",
              "to_date": "2017-06-01T00:00:00",
              "total_amount": 21.08,
              "service": {
                "code": "Movies 1",
                "product_type": {
                  "service_type": "TERMED",
                  "used_for_provisioning": true,
                  "alternative_code": "AS",
                  "composition_method": "FLAT",
                  "name": "Additional Services",
                  "description": null,
                  "id": "C8321F0BCA8A4051857BC35CEEE41555",
                  "classification": "SERVICES",
                  "physical_good_type": null
                },
                "alternative_code": "M1",
                "description": "Movies 1",
                "id": "571C10876AF840088372A94A14D0A02C"
              },
              "total_discount_amount": 0
            }
          ],
          "amount_to_be_paid_of_member": 21.08,
          "total_discount_amount_of_parent": 0
        }
      },
      "status": {
        "code": "OK",
        "description": "",
        "message": ""
      }
    }


    ...