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Back to Subscriptions Main Page

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Find out about Use Move Installed Items Between Subscriptions -

Status
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titleAvailable from CRM.COM R9.0.0

Status
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titleAvailable from CRM.COM R9.0.0

What does this section cover?

to move a Subscription Installed Item to a different Subscription of the same subscriber.

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Table of Contents

Table of Contents
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When to use Move Installed Items Between Subscriptions

Use Move Installed Items Between Subscriptions to move Installed Items between Subscriptions owned by the same Accounts Receivable.

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.

Note
  • New Subscription No.: The Target Subscription that belongs to the same account.
  • New Distributors: The distributor that the Installed Item will be distributed by, on the Target Subscription.
    • Use ENABLE and DISABLE to add an item to or remove the item from a Distributor.

 

 MOVE INSTALLED ITEMS BETWEEN SUBSCRIPTIONSImage Added

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Move Installed Items Between Subscriptions Information

Subscription Action Information

(error)MOVEINSTITEMTOANOTHERSUBSCRIPTION
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(error)(error)MOVEINSTITEMTOANOTHERSUBSCRIPTIONMOVEINSTITEM
 

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Restrictions & Validations

  • Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

  • Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
  • Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
    Classification, Action Type and Sub Action type are visible only if applicable
  • Performed By User : Search and add the user that logs the action 
    If you leave empty then the Logged in user will be set

  • Performed Date: Click on the calendar icon and select date and time

    Info

    If the Subscription Action is related to ACTIVATION of a service, then the Performed Date can be set in the past and billing will start the billing of the service(s) based on the Performed date. Even though date can be set in the past, it must be after the service was added on the subscription as Draft

    • Include PageScheduling Subscription action - GlobalScheduling Subscription action - Global
  • Click on "SUBMIT"
    Action will be validated as provided in the section above and submitted if validations are passed
    • AnchorprocessingprocessingSystem Processing

    Once the action is submitted the following changes will be carried out by the system:

  • Specified installed item is removed from source subscription
    • The distribution of the specified installed item and its related provisioning distributors are removed from the source subscription
  • Specified installed item is added to the target subscription
  • Related provisioning distributors, are added to the target subscription, if they do not already exist
     
  • The specified installed item is distributed to its related provisioning distributor on the target subscription
    • The installed item history is updated by specifying the source subscription and the subscription to which the installed item is moved to
    The action is available only if the subscription has
    ActionValidationsRestrictionsAdditional InformationSystem Processing
    Move Installed Items Between Subscriptions
    • Both source and target subscriptions are owned by Subscriptions belong to the same accounts receivable Accounts Receivable owner.
    • The target subscription should be  Subscription is owned by an active accounts receivable
    • The target subscription should have an effective billing term instance
    • For the source subscription'Active' Accounts Receivable.
    • If the subscription Source Subscription is 'Effective' then
      • The rules defined in the active subscription definitions are not violated
        • Subscription restrictions are not violated
        • Subscription service restrictions and dependencies are not violated
        • Subscription service per distributor restrictions and dependencies are not violated
        • Subscription installed item restrictions and dependencies are not violated
        • Subscription installed item per distributor restrictions and dependencies are not violated
    • For the target subscription
      • The rules defined in the related subscription type are not violated
        • The subscription installed items are included in the subscription type allowed subscription installed items
        • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
      • If the subscription is already Effective 
        • The rules defined in the active subscription definitions are not violated are not violated 
          • Subscription installed item restrictions and dependencies are not violated
          • Subscription installed item per distributor restrictions and dependencies are not violated
    • :
        • 'Active' Subscription Definition Rules are observed.
          • The restrictions and dependencies set by the Subscription Service and each of its Distributors are observed.
    • For the target Subscription
      • Subscription Type Rules are observed.
        • The Subscription Installed Items are included in the Subscription Type's allowed Subscription Installed Items.
        • The Subscription Provisioning Distributors are included in the Subscription Type's allowed Provisioning Distributors.
      • If the Subscription is already 'Effective' 
        • Active Subscription Definition rules are observed.
          • The restrictions and dependencies set by the Subscription Installed Item and each of its Distributors are observed. 
             
    • The 'Action' is available only if the Source Subscription is in one of the following Life Cycle States:
      • Draft
      • Effective
      • Not Effective
      • In Resting
      • Regretted
      • Cancelled
      • Short Term Effective
      • Short Term Not Effective
    		 

     

    Executing Move Installed Items Between Subscriptions

  • Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  • Search for the Subscription you are looking for, using the criteria section
  • Click on the Subscription number to go to the Data Entry page of the subscription
  • On the left hand side of the screen you can see the ACTION PANEL
  • Click on Subscription Installed Items Related Actions  to expand 
  • Find the action you would like to execute and click on the link to open the action details in a modal window
  • If required check the following sections for information 

    1. EXISTING SUBSCRIPTION SERVICES

      1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

      1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

      1. Provides an overview of any Bills related to the subscription and have not yet been settled

    • SUBSCRIPTION ACTION DETAILS

    • The Action is not available if:
      • There are no other Subscriptions related to the same account.
      • There are no available Installed Items on the Subscription.
    • The specified Installed Item is removed from the source Subscription.
    • The distribution of the specified Installed Item and its related Provisioning Distributors are removed from the source Subscription.
    • The specified Installed Item is added to the target Subscription.
    • Related Provisioning Distributors are added to the target Subscription if not already present.
    • The specified Installed Item is distributed to its related Provisioning Distributor on the target Subscription.
    • The Installed Item History is updated by specifying the source Subscription and the Subscription to which the Installed Item is moved.
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