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Find out about Discover Add Draft Services |
When to use Add Draft Services
Subscription services are added as draft when you would like to add the services but activate them at a later stage. If you would like to add services and directly activate them, Services whose activation must be done at a later stage should be added as 'Draft'. Services that should be activated directly (i.e. set them as effective, those ready to be billed, then these services should ) should be added as effective. Visit /wiki/spaces/V3Manuals/pages/1408273 to see how you can add effective services.'Effective', using the Add Service as Effective Action.
also allows you to add can also be used for adding Installed Items. |
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| colour | Red |
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| title | Available from CRM.COM R9.0.0 |
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You have the option to preview upcoming subscriber bills/rates, directly from the subscription action modal window. You can use the process for both Normal and Prepaid Subscriptions. 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 and a description of its system process.
View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.
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For more information on adding Services and Installed Items using the Action follow the links below: |
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Add Draft Services  | | ADDSERVICE | ADDSERVICEASDRAFT |
Restrictions & Validations
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processing | processing | System ProcessingOnce the action is submitted the following changes will be carried out by the system:
- Specified subscription services are added
- Related provisioning distributors, if they do not already exists are added
- The specified subscription services are distributed to their related provisioning distributors
- The service is added, by setting the subscription life cycle state to draft
- Sets the subscription service bill effective date and billable start period according to the business rules
- A “Draft” subscription service life cycle state history is set
- Sets the subscription service bill effective date, billable start period and billing directive according to the business rules
- If installed items are specified then
- Specified installed items are added
- Related provisioning distributors, if they do not already exists are added
- The specified installed items are distributed to their related provisioning distributors
- Installed Item are removed from warehouse using a stock out warehouse transaction
- Installed item history is updated
Adding Flexible Bundle Services
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Adding Flexible Bundle Services - Global | Adding Flexible Bundle Services - Global | Adding Fixed Bundle Services
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Adding Fixed Bundle Services - Global | Adding Fixed Bundle Services - Global | Adding fixed bundle Installed Items
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Adding fixed bundle installed items - Global | Adding fixed bundle installed items - Global | | Anchor |
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multiple_dis | multiple_dis | Adding Single Installed Item to Multiple Distributors| Include Page |
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Adding Single Installed Item to Multiple Distributors | Adding Single Installed Item to Multiple Distributors | | Panel |
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Related Areas| Action | Validations | Restrictions | System Processing |
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| Add Draft Service | - The rules defined in the related subscription type are not violated
- The subscription services are included in the subscription type allowed services
- The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
- The subscription installed items are included in the subscription type allowed subscription installed items
- The rules defined in the related billing term scheme are not violated
- The subscription services that will be added are within the supported services
- The installed items If any of the following Actions are scheduled, a new Subscription Service cannot be added before the scheduled date:
- Activate
- Deactivate
- Short term deactivation
- Terminate
- Rest
| - Only Services, Provisioning Distributors and Physical Goods allowed by the Subscription Type and Prepaid or Normal Billing Term Scheme are available for selection.
- Services and Physical Goods are further filtered by the selected Provisioning Distributor.
- Installed Items are available to be used as
| provided in the inventory managementAlso check Restriction & Validations in Add Installed Item- The action defined in the Inventory Management Definition.
- The Action is available only if the subscription has Subscription is in one of the following Life Cycle States:
- Draft
Effective Not Effective - In resting
- Also check Restriction & Validations in Add Installed Item
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Executing Add Draft Services
Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONSSearch for the Subscription you are looking for, using the criteria sectionClick on the Subscription number to go to the Data Entry page of the subscriptionOn the left hand side of the screen you can see the ACTION PANELClick on Subscription Service Related ActionsFind the action you would like to execute and click on the link to open the action details in a modal window
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Adding Services and Installed Items to a subscription - Global | Adding Services and Installed Items to a subscription - Global | PREVIEW ACTION PANEL
Subscription Services to be Added
Provides an overview of the services selected to be added
Subscription Installed items to be Added
Provides an overview of the items selected to be added
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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 codeSub 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 applicablePerformed By User : Search and add the user that logs the action
If you leave empty then the Logged in user will be setPerformed Date: Click on the calendar icon and select date and time
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Scheduling Subscription action - Global | Scheduling Subscription action - Global | Click on SUBMIT AS DRAFT
Action will be validated as provided in the section above and submitted if validations are passed- Specified Subscription Services are added.
- Related Provisioning Distributors are added if not already present.
- Specified Subscription Services are distributed to their related Provisioning Distributors.
- Service Life Cycle State is set to 'Draft'.
- Bill Effective Date and Billable Start Period are set according to the business rules.
- If Installed Items are specified, then:
- Installed Items are added
- Related Provisioning Distributors are added if not already present.
- Installed Items are distributed to their related Provisioning Distributors.
- Installed Item is removed from warehouse using a Stock out Warehouse Transaction.
- Installed Item History is updated.
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