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Learn how you can to configure and execute Deactivate Subscriptions in Grace RunsDefinition that is used to deactivate Subscriptions with not enough funds, coming out of Grace for Releases up to CRM.COM R10

Note

Status

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title	Applicable up to CRM.COM R10

- The process is available for releases up to CRM.COM R10.
For a description of the Deactivation Process for releases after CRM.COM R10 visit R11 - Using Deactivate Normal Subscriptions Run Definitions (for Normal Subscriptions) and Using Deactivate Prepaid SusbcriptionsSubscription Run Definitions (for Prepaid Subscriptions)

What does this section cover?

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Deactivate Subscriptions in Grace Definitions, are used to define the rules to be followed, for the deactivation of subscriptions Subscriptions in grace period Grace Period which are about to end and they have unsettled debts. The process retrieves all subscriptions Subscriptions in grace period having grace period Grace Period having Grace Period end date equal or past the date that the batch process is performed, and deactivates themdeactivates them, if required.

Each deactivated subscription Subscription is set to life cycle state Life Cycle State “Not Effective", by applying Deactivate Subscription actions, if:

Grace End Date ends the day the process is executed
AND
Criteria defined in the run are met

Note

Note:

If the process is not executed on a daily basis then

you should make use of the

the Grace Period end Date criterion

. Using this criterion the system will retrieve subscriptions whose Grace period

is used in order for theSystemtol retrieve Subscriptions whose Grace Period ended between the date the

rule

run was executed and the calculated date set by the criterion

.
Creating, Editing & Deleting

.

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 Subscriptions in Grace 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 Subscriptions in Grace, 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 Subscriptions in Grace fields.

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validations
validations
Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Mandatory Fields must be

providedIf Custom Subscription Actions of Behaviour Code - Deactivate Subscription exist in the system then

defined Name and alternative code must be unique INPUT SETTINGS: Subscription Action Type Subscription Sub-Action Type must be selected	Not Applicable	Not Applicable
Edit	Mandatory Fields must be

providedIf Custom Subscription Actions of Behaviour Code - Activate Subscription exist in the system then

defined
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.
Delete	Not Applicable	Run Definitions cannot be deleted

Runs can be deleted as long as theyahvenot been executed.

if there exists at least one scheduled or completed run for that Definition

Not Applicable

Deactivate Subscriptions in Grace Runs attributes

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attributes
attributes
Attributes

An * indicates a field is mandatory

Name	Description
Main Information
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

Version
autogenerated code which is used to group the various instances of the process run definitions-

Anauto

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

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 Settings

Determines when the process run definition should be applied. Process run definitions can be applied ad hoc or on a recurring basis. Scheduling settings hold the following information:

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

Criteria
Subscription Criteria
Subscription Types	A selection of

subscription types

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 which includes

ofBindingStateswhichincludes 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

Billing Term Schemes are considered as applicable
Grace Period end Date	Determines the

grace period

Grace Period end date in relation to the date of execution, measured in days. If specified then the process will retrieve

subscriptions

Subscriptions having a

grace period

Accounts Receivable Criteria
Grace Period within the date of execution and date of execution minus the specified number of days. This criterion is optional
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

Accounts Receivable credit rating. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable classified by one of the selected credit rating will be retrieved for processing. If no credit ratings are specified then all credit ratings are considered as applicable
Accounts Receivable Balance	The range of balance amount which is unsettled. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable having a 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 amount which is due. Only

subscriptions

Subscriptions owned by

accounts receivable

Accounts Receivable having a due 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 the system will retrieve all unsettled invoices that their due date is before current date

Deactivation RunsProcess RunsIt 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 Subscriptions in Grace" Run tailored to your company's needs

Navigate to BILLING > SUBSCRIPTIONS > DEACTIVATE SUBSCRIPTIONS IN GRACE

Either search for an existing one or from the Top Menu click on NEW
DEACTIVATE SUBSCRIPTIONS IN GRACE

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MAIN INFORMATION

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

INPUT SETTINGS

Subscription Action Type: Select from thedrop down list, if available the subscription action that will be logged for the subscriptions to be deactivated
Subscription Sub-Action Type: Select from thedrop 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
7. Grace Period: Provide an integer value for days
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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

LOG INFORMATION

Include PageLog Information - GlobalLog Information - Global

Executing a Deactivate Subscriptions in Grace Run

Include PageExecuting Runs - GlobalExecuting Runs - Global

Modifying a Deactivate Subscriptions in Grace Run

Include PageVersioningVersioning

Deleting a Deactivate Subscriptions in Grace 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 Subscriptions in Grace Run Logs

Include PageReading Run Logs - GlobalReading Run Logs - Global

NoteVisit Understanding Subscriptions for business examples related to Deactivate Subscriptions in Grace Runs

Scheduling Setting

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

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 TopMenu click on Save

Process Runs
Process Runs	Displays the Runs that were executed for this Definition. Each Run includes the Bills that were processed. In case of an error, the error code and description are displayed
Log Information
Log Details	The standard set of Log Details information available in all entities

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Versions Compared

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New Version Current

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Table of Contents

Navigating to Deactivate Subscriptions in Grace Definitions

What

are Deactivate Subscriptions in

Grace Definitions?

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validations
validations
Validations & Restrictions

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attributes
attributes
Attributes

Configuring a "Deactivate Subscriptions in Grace" 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 Subscriptions in Grace Run

Modifying a Deactivate Subscriptions in Grace Run

Deleting a Deactivate Subscriptions in Grace Run

Deleting a scheduled job of the specific Run

Reading Deactivate Subscriptions in Grace Run Logs

Related Areas

Helpful Links

Popular Labels

Page Comparison

Versions Compared

Old Version 16

New Version Current

Key

Table of Contents

Navigating to Deactivate Subscriptions in Grace Definitions

What

are Deactivate Subscriptions in

Grace Definitions?

AnchorvalidationsvalidationsValidations & Restrictions

AnchorattributesattributesAttributes

Configuring a "Deactivate Subscriptions in Grace" 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 Subscriptions in Grace Run

Modifying a Deactivate Subscriptions in Grace Run

Deleting a Deactivate Subscriptions in Grace Run

Deleting a scheduled job of the specific Run

Reading Deactivate Subscriptions in Grace Run Logs

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Validations & Restrictions

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