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Learn how you can configure and execute Deactivate Unsettled Subscriptions Run

What does this section cover?

to configure Deactivate Unsettled Subscriptions Definition that is used to deactivate Normal Subscriptions that have unsettled overdue bills for Releases up to CRM.COM R10

Note

Status

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title	Applicable up to CRM.COM R10

- For a description of the Deactivate Unsettled Subscription process for releases after CRM.COM R10 visit Using Deactivate Normal Subscriptions Run Definitions

Tip
The Process is applicable only for Subscriptions following a Normal Billing Scheme

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Once completed all the subscription services of the subscriptions included are deactivated. Each deactivated subscription service is set to life cycle state “Not Effective” and each deactivated subscription is set to life cycle state “Not Effective", by applying Deactivate Subscription actions.

Creating, Editing & Deleting

Navigating to Deactivate Unsettled Subscriptions Definitions

Info
BILLING > SUBSCRIPTIONS > DEACTIVATE UNSETTLED SUBSCRIPTIONS

What are Deactivate Unsettled Subscriptions Definitions?

Deactivate Unsettled Subscriptions Definitions, are used to define the rules to be followed when executing Runs to deactivate Subscriptions. The decision on which Subscriptions should be deactivated is based on the criteria set on the Definitions, among which, you can find criteria related to the Accounts Receivable Balance and Outstanding Amount.

Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged, and once the Run is completed, the log information will be available in the respective section.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
For a Definition to be submitted it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.

Navigate to Deactivate Unsettled Subscriptions Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Deactivate Unsettled Subscriptions, including each Action's related validations, restrictions, and a description of its system process. View the Attributes Table for a comprehensive description of the Deactivate Unsettled Subscriptions fields.

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Validations & Restrictions

Action	Validations	Restrictions	Additional Information	System Processing
Create	Mandatory fields Fields must be providedIf Custom Subscription Actions of Behaviour Code - Deactivate Subscription exist in the system thendefined Name and alternative code must be unique INPUT SETTINGS: Subscription Action Type Subscription Sub-Action Type must be selected	Not Applicable	Not Applicable	Not Applicable
Edit	Mandatory fields Fields must be providedIf Custom Subscription Actions of Behaviour Code - Activate Subscription exist in the system thendefined Name and alternative code must be unique INPUT SETTINGS: Subscription Action Type Subscription Sub-Action Type must be selected	Not Applicable	When you edit a run the system will create a new Version of the configured run.If there is at least one scheduled Run using the same Definition, then a new Run Definition instance is created. The new Definition will have the same values and Unified Code as the first one, an augmented version number and all the modified information.	Not Applicable
Delete	Not Applicable	Runs Run Definitions cannot be deleted if there exists at least one scheduled or completed run for that Definition	Not Applicable	Not Applicable
Submit	Not Applicable	The disconnection can only be applied on Subscriptions with Life Cycle State set to 'Effective' and that have at least one Subscription Service in Life Cycle State “Effective”	Not Applicable

Deactivate Unsettled Subscriptions Run attributes

Once completed
- All the Subscription Services of the Subscriptions included are deactivated using the Deactivation Action and their Life Cycle State is set to 'Not Effective'
- Each deactivated Subscription has its Life Cycle State set to 'Not Effective'

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attributes
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Attributes

An * indicates a field is mandatory

Name	Description
Name*	The name of the process run definition
Alternative code*	The alternative code of the process run definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
Description	A description of the process run definition
Life

cycle state

Cycle State	The

life cycle state

Life Cycle State of the process run definition

. The supported values are effective and not effective.

which can be

Effective
Not effective

Only effective process run definitions can be used

Unified Code

An auto-generated code which is used to group the various instances of the process run definitions

Version

An auto-generated number which is used to specify the version of each

process run definition. New process run definition versions are created each time they are edited, if they are already been used by any process runsScheduled DateThis is a read

Run Definition. If the version number is already in use by a Run, a new Run Definition version is created each time the Definition is edited.

The VIEW PREVIOUS VERSIONS link allows you to search and view previous versions of the Definition.

Scheduled Date

A Read-only field which is available once

you schedule

a Run

. The date provided shows

is scheduled and designates the latest date that the

run Throttling Settings

It determines the maximum number of processed records that should be affected per each run and the interval between each iteration. This is available only if the repeat and advanced repeat options are selected. Throttling settings include the following

- Maximum batch size
- Start again after X UOT (seconds, minutes,hours, days)

Input Settings
Run was executed or is scheduled to be executed on.
Subscription Action Type	The action type that will be used to classify each Deactivate Subscription action that will be applied
Subscription Sub-Action Type	The action type that will be used to classify each Deactivate Subscription action that will be applied

Scheduling SettingsDetermines when the process run definition should be applied. Process run definitions can be applied ad hoc or on a recurring basis. Made up from the 4 standard Processes

Criteria
Subscription Criteria
Subscription Types	A selection of

subscription

Subscription types. Only

subscriptions

Subscriptions of that type will be retrieved for processing
Price Plans	A selection of

price plan

Price Plan. Only

subscriptions

Subscriptions having effective billing terms with one of the selected

price plan

Price Plan will be retrieved for processing. If no

price plans

Price Plans are specified then all

price plans

Price Plans are considered as applicable
Binding State	A selection of

binding states

Binding States which includes three options, any, in binding and out of binding. Only

subscriptions

Subscriptions having effective billing terms

with binding states equal to

withBindingStatesequalto the selected stated will be retrieved for processing
Binding Periods	A selection of

binding periods

Binding Periods. Only

subscriptions

Subscriptions having effective billing terms in binding, having one of the selected binding will be retrieved for processing. If no

binding periods

Binding Periods are specified, then all

binding periods

Binding Periods are considered as applicable. Specifying

binding periods

Binding Periods is not allowed if the

binding state

Binding State option is set to any or out of binding
Billing Frequencies	A selection of

billing frequencies

Billing Frequencies. Only

subscriptions

Subscriptions having effective billing terms with one of the selected

billing frequencies

Billing Frequencies will be retrieved for processing. If no

billing frequencies

Billing Frequencies are specified, then all

billing frequencies

Billing Frequencies are considered as applicable
Billing Term Schemes	A selection of

billing term schemes

Billing Term Schemes. Only

subscriptions

Subscriptions having effective billing terms of that scheme will be retrieved for processing. If no

billing term schemes

Billing Term Schemes are specified, then all

billing term schemes

Accounts Receivable Criteria
Billing Term Schemes are considered as applicable
Accounts Receivable Classification	A selection of

accounts receivable classification

Accounts Receivable Classification. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable classified by one of the selected

classifications

Classifications will be retrieved for processing
Accounts Receivable Credit Rating	A selection of

accounts receivable credit rating

Accounts Receivable Credit Rating. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable classified by one of the selected

credit rating

Credit Rating will be retrieved for processing. If no

credit ratings

Credit Ratings are specified, then all

credit ratings

Credit Ratings are considered as applicable
Accounts Receivable Balance	The range of

balance

Balance amount which is unsettled. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable having a

balance

Balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account. (Regardless of the Due Date)

More Than = More than or Equal

Less Than = Less than

Accounts Receivable Outstanding Amount

The range of

balance

Balance amount which is due. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable having a due

balance

Balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account which are due.

Due date is calculated based on the number set at:
- Due in X Days
- Due X Days Ago

If no date is specified then the current date is considered to be the Due date

, thus

. Thus the system will retrieve all unsettled invoices that their due date is before current date

Process Runs
Deactivation Run informationIt displays all the deactivation runs which were performed based on the specific activation run definition and displays all the activation run information as described in the section below

Configuring a "Deactivate Unsettled Subscriptions" Run tailored to your company's needs

Navigate to BILLING > SUBSCRIPTIONS > DEACTIVATE UNSETTLED SUBSCRIPTIONS

Either search for an existing one or from the Top Menu click on NEW
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MAIN INFORMATION

Provide the following information
1. Name
2. Alternative Code
3. Description

INPUT SETTINGS

Subscription Action Type: Select from the drop down list, if available the subscription action that will be logged for the subscriptions to be deactivated
Subscription Sub-Action Type: Select from the drop down list, if available the subscription sub-action that will be logged for the subscriptions to be deactivated

CRITERIA

SUBSCRIPTION CRITERIA
1. Subscription Types: Click on ADD and search and select the subscription type using the search modal
2. Billing Term Schemes: Click on ADD and search and select search for the billing term scheme using the search modal
3. Price Plans: Click on ADD and search and select the price plan using the search modal
4. Billing Frequencies: Click on ADD and select from the drop down list the required frequencies
5. Binding Periods: Click on ADD and select from the drop down list the required periods
6. Binding States: Check the box under the sate you would like to include
  1. Choose between In binding and Out of Binding
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ACCOUNTS RECEIVABLE CRITERIA
1. Accounts Receivable Balance:
  1. More Than: Provide a decimal value for the amount
  2. Less Than: Provide a decimal value for the amount
2. Accounts Receivable Outstanding Amount:
  1. More Than: Provide a decimal value for the amount
  2. Less Than: Provide a decimal value for the amount
  3. Due in X days: Provide an integer value for the days
  4. Due X days Ago: Provide an integer value for the days
3. Accounts Receivable Calssifications: Click on ADD and search and select the required classifications using the search modal
4. Accounts Receivable Credit Rating: Click on ADD and select from the drop down list the required Credit Ratings
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SCHEDULING SETTINGS

Include PageScheduler Task - GlobalScheduler Task - Global

THROTTLING SETTINGS

Provide the required information

Scheduling Settings

Scheduling Settings*

Method - The following options are available:

Run Now
Run on Specific Date / Time
Run Repeatedly
Advanced Scheduling

Refer to Scheduler Task for configuration guidelines.

Throttling Settings

Throttling

Throttling: It determines the maximum number of processed records that should be affected per each run and the interval between each iteration. This is available only if the repeat and advanced repeat options are selected. Throttling settings include the following

Maximum batch size
Start again after X UOT (seconds, minutes,hours, days)

From the Top Menu click on SAVE

LOG INFORMATION

Include PageLog Information - GlobalLog Information - Global

Executing a Deactivate Unsettled Subscriptions Run

Include PageExecuting Runs - GlobalExecuting Runs - Global

Modifying a Deactivate Unsettled Subscriptions Run

Include PageVersioningVersioning

Deleting a Deactivate Unsettled Subscriptions Run

You are not allowed to delete Runs

Deleting a scheduled job of the specific Run

Include PageDeleting a Run- GlobalDeleting a Run- Global

Reading Deactivate Unsettled Subscriptions Run Logs

Include PageReading Run Logs - GlobalReading Run Logs - Global

Note
Visit Understanding Subscriptions for business examples related to Deactivate Unsettled Subscriptions Runs

Process Runs
Deactivation Run information	Displays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were processed.Incase of an error, the error code and description is displayed.
Log Information
Log Details	The standard set of Log Details information available in all entities

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Table of Contents

What are Deactivate Unsettled Subscriptions Runs?

Navigating to Deactivate Unsettled Subscriptions Definitions

What are Deactivate Unsettled Subscriptions Definitions?

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validations
validations
Validations & Restrictions

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Attributes

Configuring a "Deactivate Unsettled Subscriptions" Run tailored to your company's needs

MAIN INFORMATION

INPUT SETTINGS

CRITERIA

SUBSCRIPTION CRITERIA

ACCOUNTS RECEIVABLE CRITERIA

SCHEDULING SETTINGS

THROTTLING SETTINGS

LOG INFORMATION

Executing a Deactivate Unsettled Subscriptions Run

Modifying a Deactivate Unsettled Subscriptions Run

Deleting a Deactivate Unsettled Subscriptions Run

Deleting a scheduled job of the specific Run

Reading Deactivate Unsettled Subscriptions Run Logs

Related Areas

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Versions Compared

Old Version 12

New Version Current

Key

Table of Contents

What are Deactivate Unsettled Subscriptions Runs?

Navigating to Deactivate Unsettled Subscriptions Definitions

What are Deactivate Unsettled Subscriptions Definitions?

AnchorvalidationsvalidationsValidations & Restrictions

AnchorattributesattributesAttributes

Configuring a "Deactivate Unsettled Subscriptions" Run tailored to your company's needs

MAIN INFORMATION

INPUT SETTINGS

CRITERIA

SUBSCRIPTION CRITERIA

ACCOUNTS RECEIVABLE CRITERIA

SCHEDULING SETTINGS

THROTTLING SETTINGS

LOG INFORMATION

Executing a Deactivate Unsettled Subscriptions Run

Modifying a Deactivate Unsettled Subscriptions Run

Deleting a Deactivate Unsettled Subscriptions Run

Deleting a scheduled job of the specific Run

Reading Deactivate Unsettled Subscriptions Run Logs

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