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Excerpt
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Learn to work with Subscriptions
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On this page 
Table of Contents
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Overview

A subscription consists of a group of services which are renewed automatically. Prepaid subscribers pay in advance for services they want to buy or subscribe to, and the billing is handled either upon activation or by the execution of the prepaid billing run. Services are either billed after being used for a certain period (post-rated) or billed for an upcoming period defined in the system (pre-rated) and funds are directly deducted from their wallet.

Major features

  • The commercial offerings of the company are set up in CRM.COM through the subscription types, which define available products, their pricing and billing rules.
  • Business functions available to subscriptions, such as their upgrade, activation and termination are undertaken through subscription actions, which are either executed instantly or scheduled for later.
    • The life cycle state of a subscription indicates its operational condition, while that of each included service determines whether the service is subject to billing. A subscription can have the following life cycle states:
  • Draft: the subscription is new and not yet activated
    • Effective: the subscription isactive
  • Not Effective: the subscription services are disconnected
  • In Resting: the subscription has been put on hold for a predefined period
  • Regretted: indicates the reversal of a subscription decision shortly after the subscription was activated
  • Cancelled: the subscription is no longer in operation
  • Short-Term Effective: the subscription is activated for a short predefined period
    • Short-Term Not Effective: the subscription is deactivated for a short predefined period
    Note
    For subscriptions whose services are billed in advance refer to Normal Subscriptions.

    Using Prepaid Subscriptions

    Include PageV4MANUAL:Creating a SubscriptionV4MANUAL:Creating a Subscription

    Subscription fields

    This table contains an explanation of the sections of the Subscriptions Data Entry page, a description of the usage of its fields and additional information.

       Mandatory   Configurable Contact InformationThe details of the contact whose name the subscription is in.Account InformationThe account of the subscriber which is charged during billing.

    Billing Addresses

    Whether a billing address is mandatory is defined in the active accounts receivable definition.

    Mandatory on conditions

    The address used to communicate billing information.
    The billing address is one of the addresses of the contact.  If an address is not available, one must be created. If the contact has more than one address, use the one selected by the customer.  Contact information addresses are updated when a billing address is modified. 

    Subscription Addresses

    Whether a subscription address is mandatory is defined in the billing definition.

    Mandatory on conditions

    The subscriber’s physical address; where the hardware is located and the services are delivered.
    The subscription address is one of the addresses of the contact.  If an address is not available, one must be created. If the contact has more than one address, use the one selected by the customer. Contact information addresses are updated when a subscription address is modified. 

    Subscription Terms

    The terms applied to the subscription that define the billing and contract details.

    Subscription Type Section

     


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    Excerpt
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    Learn to work with Subscriptions
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    On this page 
    Table of Contents
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    Overview

    Prepaid subscriptions consist of a selection of customer services that are renewed automatically, billed on a recurring, usage or one-time basis and paid in advance. Prepaid subscriptions are funded directly from the wallets of subscribers. Subscription services can be pre-rated (billed for an upcoming predetermined period) or post-rated (billed after being used).  Billing takes place either when the service is activated or a prepaid billing run is executed. There must be sufficient funds in the wallet to cover the billing period in order for services to be activated.

    Major features

    • The commercial offerings of the company are set up in CRM.COM through subscription types, which define available products, their pricing and billing rules.
    • Subscriptions actions are used to activate, terminate, and upgrade subscriptions.  Actions can be executed instantly or scheduled for later.
    • The life cycle state of a subscription indicates its operational condition and the state of each service of the subscription dictates whether it is subject to billing. A subscription can have the following life cycle states:
      • Draft: the subscription is new and not yet activated
      • Effective: the subscription isactive
      • Not Effective: the subscription services are disconnected
      • In Resting: the subscription has been put on hold for a predefined period
      • Regretted: indicates the reversal of a subscription decision shortly after the subscription was activated
      • Cancelled: the subscription is no longer in operation
      • Short-Term Effective: the subscription is activated for a short predefined period
      • Short-Term Not Effective: the subscription is deactivated for a short predefined period

    Note
    For subscriptions whose services are billed in advance refer to Normal Subscriptions.

    Using Prepaid Subscriptions

    Include Page
    Creating a Subscription
    Creating a Subscription

    Back to top

    Subscription fields

    The table describes the sections of the Subscriptions Data Entry page and explains how the fields on the page are used.

          Mandatory      Configurable 

    Services    Services & Installed Items

    Subscriber services and installed items can be distributed to one or moremore provisioning distributors

    One-time charges to the subscription, such as a startup or installation fee
      Contact And Account
    The details of the subscriber.
      Addresses
    The billing and subscription address of the subscriber.

    Subscription Terms

    (Subscription billing and contract details)

    Subscription Type determines the subscription offerings including services, rates, physical goods, and billing information. 

    Billing Term Scheme defines the subscription billing rules, whether to pre-bill or post-bill services, the billing frequencies, binding periods and price plans. When the subscription type is selected, its default billing term scheme and respective values are set.
    Price Plan is the catalog with billing rates for each subscription service. The default price plan periods and price plans. When the subscription type is selected, its default billing term scheme and respective values are set.

    Price Plan is the set of rates at which a company offers goods and services to customers.  The default price plan defined on the billing term scheme can be modified. 

    Billing Frequency refers to how often the subscription is billed. The default billing frequency defined on the billing term scheme can be revised. 

    Binding Period is the predefined duration of the subscription the customer accepted.  Ending the subscription before it is over may be subject to a penalty. There is no default binding period defined on the billing term scheme can be revisedbut one can be selected.

    Effective Date is the day on which the services included in the subscription started getting billed.  It reflects a change in the life cycle state of the subscription from 'Draft' to 'Effective'. 

    Agreement Date Agreement Date is the date day on which the contract was signed. 

    Rated Up To is the date up to which the subscription is billed

    Effective From is the day on which the services included in the subscription started getting billed.  It reflects a change in the life cycle state of the subscription from 'Draft' to 'Effective'. 

    Life Cycle State reflects the operational state of the subscription. It is automatically set by the system based on the status of the subscription and its services, usually on the execution of a subscription action.  Refer to subscription services life cycle state for more information.

    Concurrent Usage based Life Cycle State reflects the operational state of the subscription. It is automatically set by the system based on the status of the subscription and its services, usually on the execution of a subscription action.  Refer to subscription services life cycle state for more information.

    Allowed Cycle Day is used to specify the day of the month on which the billing cycle ends.  It is set automatically for 'Period' billing, based on the configuration of the billing term scheme, and manually (as agreed with the subscriber) for 'Anniversary' billing. 

    Concurrent Usage based pricing is the application of a price rate, based on the total number of people persons simultaneously using a service or installed items at the same time item, and a percentage which is agreed between the customer and the company agreed on.  Concurrent usage based pricing must be supported by the selected billing term scheme.

    • Concurrent Usage Usage is the total number of people that can use a service at the same time.   
      E.g., the number of rooms in a hotel with access to channels from the same subscription.

    • Concurrent Usage Rate Percentage is  is the rate that should be applied to concurrent services.
      The following formula is used in the billing calculation:          
      Total Subscription Rate = Subscription Rate * Concurrent Usage Rate Percentage * Concurrent       Usage  Usage  
      (E.g., $1000/month = $50/month * 20% * 100 rooms)
       
    Subscriber Since Since is a read-only field and displays the date on which the subscription was activated for the first time. 

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    Mandatory and Optional Services

    Mandatory are  are the services without which a subscription is not possible (e.g., a specific channel). Optional are those that can  are the ones that may be added onto to a subscription. 

    Service:A  A termed product a client to which clients can subscribe to, such as a broadband TV or TV channel telephony service. Only termed services can be added as subscription services.

    Distributor: An abstract layer used in CRM.COM to relate subscription services (e.g., broadband service) and subscription associated devices (e.g., modems) to a Provisioning Provider and a provisioning provider and to define what services will be available from each device (if more than one is available on a subscription).

    Components Services: a link to available services that constitute a bundle (offered for sale as one product).

    First Activated On is  is the date on which the service first became 'Effective'. 

    Rated Up To is  is the date up to which the service has been billed. 

    Life Cycle State reflects the state of the service during the current period .
    Determines whether to charge the subscription services.  By default, subscription and determines whether subscription services should be charged.  Subscription services in an 'Effective' state are charged but by default; this can be changed in the modified in the billing definition.  

    View History provides  provides information for the service during distinct specific periods:

    • Billing Directive determines  determines whether a period should be debited, credited or ignored by billing.
    • Rating State indicates whether or not the period was already State indicates whether the period has already been taken into consideration by the billing engine.  A 'Pending' state indicates that the period is has not been billed yet, while whereas a 'Completed' state indicates that the period has already been billed/credited.
    		Expense Services
    • .
    Subscription Installed Items

    The installed Installed items provided to the subscriber which subscribers that can be distributed to one or more provisioning distributors from one or more providers. 

    Serial Number is  is a unique number used to identify identifier for the specific physical product.

    Ownership Status Status reflects whether the company or customer owns the installed item is owned by the company and rented to the customer or if it was sold.

    Distributors Distributors are the companies from which the installed item is available.

    Components are  are other physical goods that may be part of the installed item bundle.

    Communications

    Subscription information can be communicated to the subscriber by email or SMS. 

    Activities

    The small tasks or actions requested and scheduled for the subscription, such as an installation or a maintenance visit.
    Activities can be automatically scheduled for a subscription through     Workflow Rules.

     

    Updating subscriptions using subscription actions

    Subscription actions

    Back to top

    Using actions to update subscriptions

    Subscriptions actions are available from the subscription Data Entry page and are used to apply business changes on

    subscriptions, usually requested by the customers, such as activating and deactivating, resting a subscription, changing its contract details,

    subscriptions. Actions include activation, deactivation, putting a subscription to rest, modifying contract details and adding services or hardware

    and many more available from the subscription Data Entry page. Actions are categorised by the affected area, in order to easily find the action you are looking for. All actions will then open in the subscription action modal each time providing the required information
    • Subscription Related Actions
    • Subscription Service Related Actions
    • Subscription Installed Items Related Actions
    Go to Subscription Actions to view all available actions, when and how they can be used

    .

    Actions are grouped into three categories:   

    • Subscription service related actions
    • Subscription installed items related actions 
    • Subscription related actions

    Refer to Subscription Actions for more information.

    Deactivating and reactivating prepaid subscriptions

    Deactivate subscriptions by system processes responsible for handling multiple records at a time. The process is configured once, based on your business rules and then executed as often as required, by the system. Go to Deactivating Prepaid Subscriptions to view how you can deactivate and reactivate subscriptions in batch.

    Reactivation of prepaid pre-rated subscription services can be done automatically upon a customer paymentA group of subscriptions can be deactivated and reactivated as a single unit, through system processes.

    Refer to Activating and Deactivating Prepaid Subscriptions for more information.

    Canceling prepaid subscriptions

    Subscriptions or services that are inactive for a long period can be automatically canceled (through system processes that are configured once and executed as often as necessary).

    Refer to Canceling Subscription and Subscription Services for more information.

    Billing of prepaid subscriptions

    Bill your subscriptions using 'Prepaid Billing Run'. Billing run can be configured once and then run as often as you schedule it for, to invoice your subscribers and generate the related bills.

    Go to Billing of Prepaid Subscriptions to view how you can bill normal subscriptions

    Prepaid subscriptions are billed either when the service is activated or through the prepaid billing run, which is configured once and executed as often as scheduled.

    Refer to Billing of Prepaid Subscriptions for more information.

    Applying business flows on prepaid subscriptions

    Buy in Advance plans

    Subscribers can be billed for a a period that is longer period than their the prepaid/pre-rated period, in exchange for a discount or convenience. 

    Refer to Buy in Advance for more information.

    Previewing days until deactivation

    The funds available in the subscriber's wallet are used to pay for the services (either pre-rated or post-rated) she is subscribed to. The subscriber's can have an estimation of the days left till their wallet funds run out, by using the Bill Preview feature available in the /wiki/spaces/WIP/pages/10009522 action

    Include Pagev4manual:Common Business Flows on Subscriptionsv4manual:Common Business Flows on Subscriptions

    Prepaid Subscriptions Analytics

    Include PageV4MANUAL:Subscription AnalyticsV4MANUAL:Subscription Analytics

    Setting Up Prepaid Subscriptions

    Before you start using subscriptions the system must be configured to reflect your business subscription and billing rules. 

    Include Pagev4manual:Setting up Subscriptions-1v4manual:Setting up Subscriptions-1

    Prepaid billing term scheme

    Prepaid billing term schemes are used to describe the billing rules governing a normal subscription. You can define if services will be billed before or after their usage or whether they should always be active (i.e. free to air channels). The available/ allowed periods for which a subscription contract is valid, along with the allowed frequencies that a subscriber should be billed are also defined by the billing term scheme. In general, all billing rules that should be taken into consideration for billing are defined in the billing term scheme, which once configured it must be added to the subscription type to create the offering

    deactivation

    A 'Bill Preview' is available through the Bill Subscriber action, which can estimate the number of days left until the wallet (which pays for pre-rated and post-rated subscription services) runs out of funds.

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    Common Business Flows on Subscriptions
    Common Business Flows on Subscriptions

     

    Using all remaining wallet funds

    To fund a prepaid subscription a wallet must have enough funds to cover all included services (otherwise the subscription will get deactivated). In case the amount available in the wallet is not enough to activate a prepaid service for the pre-rated period, the service is deactivated (and the funds are not consumed).

    To avoid deactivation a customer may select to use the remaining balance to fund subscription services over a shorter period. To this end, use the Enforce Wallet Consumption action available in Wallets. 

    Making payments for specific prepaid services

    A wallet top-up can be used to fund a complete subscription (including all its services). It is also possible to allot a payment to fund a specific service. To this end Set up Wallet Definitions - Wallet Credit Rule.


    Prepaid Subscriptions Analytics

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    Subscription Analytics
    Subscription Analytics

    Setting Up Prepaid Subscriptions

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    v4manual:Setting up Subscriptions-1
    v4manual:Setting up Subscriptions-1

    Prepaid billing term scheme

    Prepaid billing term schemes establish rules for billing prepaid subscriptions.  They are configured and added to the subscription type when creating a product. 

    Info

    Configuration > Billing Application > Billing > Set Up Billing Term Schemes

    Prepaid billing term scheme fields

    The table describes the sections of the Prepaid Billing Term Scheme Data Entry page and explains how the fields on the page are used.

     Mandatory   Configurable

     

    Services

    Define the termed and expense services available for the specific billing term scheme and how termed services will be treated during billing by selecting a Billing Type

    Post-Rate: Services which are billed after being     for a certain period (usually on a daily basis); funds are directly deducted from the walletPrice PlansSubscription Types

    Billable Period Start Date: Determines the date from which the service is considered by the Billing Run, regardless of the date on which the service became 'Effective'.  By default, Billable Period Start Date and subscription service Effective Date are the same. 

    Billing Effective Date: The date from which a service should start being billed. By default, it is equal to the subscription service Effective Date.

    Discount Option: Determines whether the billing terms will use Fixed or Flexible pricing. If fixed pricing is selected, then additive discount cannot be applied on billable entities having billing terms of this scheme.

    Allow Concurrent Usage: Determines whether pricing based on concurrent usage can be specified in the billing terms of this specific scheme.

    Determines rules based on which services should be activated automatically.

    For the rules to be applicable you must first Enable Automatic Activation

    The activation will be done on posting any payment, apart from payments that have as Payment Type the one set in the 'Payment Types that Should Never Trigger the Automatic Activation Process' list.
    Main Information

    Classification: The type of billable entity that can use the scheme ; is  'Subscriptions' in this case.

    Billing Type: The method used by the billing engine to bill products ; is 'Prepaid' in this case.

    Life Cycle State: A scheme must be in an 'Effective' state to be used on subscriptions during billing runs.

    Allowed Attributes

    used

    on subscriptions during billing runs.

    Allowed Attributes
    Services

    Define the termed and expense services available to the specific billing term scheme.

    Pre-

    Rate: Services which are billed and must be pair for an upcoming period defined in the Period Billed in Advance; funds are directly deducted from the Wallet to cover the whole period. 
    • Period Billed in Advance: This is the number of days/weeks/months that a pre-rated service should be billed in advance.
      If the wallet of the subscriber does not have enough money to cover for the pre-rated period, then the service(s) cannot be activated.  

    Expenses do not have a billing type as they are always billed by the next billing run.

    		The price plans available for the scheme. If no Price Plan is selected, then all valid Price Plans will be available for selection for Subscriptions with the specific Billing Term Scheme.View a list of subscription types that are using the billing term scheme. The scheme is added on the subscription type.
    Billing Rules
    Generic
    Billing Term Amendments

    Determines the rules that are applied when using the Amend Billing Terms subscription action.

    Minimum Period of Time Before Billing Term Amendment: Constraints the user to schedule the action on a predetermined number of days after the end of the next billing cycle, so that it does not coincide with an already billed period.

    Exceptions allow specific users or units to override the rule.

    Automatic Activation Rules
    What Services to Activate

    Determine how services to be activated are selected. You have the option to exclude services that were deactivated 'X' days ago by providing a number at Activate Services Deactivated Less Than X Days Ago.

    Additionally you can define specific services or service types that should never be automatically activated at Services that Should Never Be Activated Automatically 

    When to Activate Services
    How to Activate ServicesDetermine the activation action and sub-action type that will be applied on each activated subscription or service.  A default action type is assigned, if one is not configured
    Include Pagev4manual:Setting up Subscriptions-2v4manual:

    rated Period is Adjustable per Subscription: The setting applies to 'pre-rated' billing type services. If enabled, the period for which the service will be activated and billed will be based on the funds available in the wallet of the subscriber. If disabled, the billed period must be selected by the user (upon service addition or initiation) based on the available periods, defined in the 'Period Billed in Advance' field.

    For termed services, use the Billing Type to select between:

    • Post-Rate for services that are billed after being used for a certain period.  The funds are directly deducted from the wallet.
    • Pre-Rate for services that are billed and must be paid for a Period Billed in Advance; funds are directly deducted from the Wallet to cover the whole period. 
      • Period Billed in Advance: This is the unit of time that a pre-rated service should be billed in advance.  If the funds are insufficient to cover the pre-rated period, then services cannot be activated.  
        Select multiple pre-rate billing type services and click Set Periods Billed In Advance to set the same available periods for all services.

    Expenses do not have a billing type as they are billed by the next billing run.

    Price PlansDefine price plans available to the specific billing term scheme.  If none is selected, then all valid price plans will be available.
    Subscription TypesA list of subscription types (for information) that are using the billing term scheme. Schemes are added through the type configuration.
    Billing Rules
    Generic

    Billable Period Start Date: Determines the date from which the service is considered by the billing run, regardless of the date on which the service became 'Effective'. 

    Billing Effective Date: The date from which a service should start being billed. By default, it is equal to the subscription service Effective Date.

    For example, if the Billing Effective Date is 1 June and Billable Start Date is 5 June, then a service will be billed from 1 June, on 5 June.

    By default, the Billable Period Start Date is the same as the Billing Effective Date. 

    Discount Option: Determines whether the billing terms will use fixed or flexible pricing. If fixed pricing is selected, then additive discounts cannot be applied to billable entities.

    Allow Concurrent Usage: Determines whether pricing based on concurrent usage can be specified in the billing terms.

    Billing Term Amendments

    Determines the rules that are applied when using the Amend Billing Terms subscription action.

    Minimum Period of Time Before Billing Term Amendment: Constraints the user to schedule the action on a predetermined number of days after the end of the next billing cycle, so that it does not coincide with an already billed period.

    Exceptions allow specific users or units to override the rule.


    Include Page
    Setting up Subscriptions-2
    Setting up Subscriptions-2

    Related configurations

     The following modules are related to subscriptions and may be configured for the subscription module to operate at its full capacity. 

    Module LinkDescription
     WalletsWalletProvisioning

    A wallet is a financial account which allows customers to use a credit balance customer account used to fund transactions within CRM.COM. Prepaid   As prepaid subscriptions are paid through funded from the subscriber's wallet, and if there are not enough funds in the wallet then activation and renewal of new or existing services is not allowed.

    Set up wallets to define the rules related to prepaid subscriptions as well as the minimum wallet threshold allowed.

    VouchersVouchers are an alternate way of paying an amount of money across CRM.COM modules. Customers can buy Vouchers and use them to perform payments within the system, while optionally, limitations can exist on the products money can be spent on. Set up and use vouchers as payments to the wallets, for prepaid subscriptions

    The Subscription subject to an adequate balance.

    Voucher

    An alternate form of payment that can be used across CRM.COM modules. 

    Provisioning

    The subscription TV industry can use the provisioning module, into in order to integrate with Conditional Access conditional access (CA) and Overover-the-Top top (OTT) platforms.

    The CA or OTT platform responsible for provisioning signals to subscribers must be set up through the CRM.COM integration provisioning module.

    1. Set up the provider.
    2. Define dependencies and restrictions associated with subscription services, physical goods, and distributors.
    3. Add respective distributors to the subscription type.
    Buy in Advance

    An arrangement that allows the customer to pay for a period longer than that determined by the billing frequency, in exchange for a discount or convenience.

    Additive DiscountsDiscounts generated when predefined conditions related to an accounts receivable, subscription or job are met and are applied automatically during billing or ad hoc by agents.
    Usage Service Catalogs (USCs)

    Contain information on products which are provided upon Catalogs for products that are offered on customer request and charged based on their consumption.   The catalogs include USCs contain information on pricing , and service validity and integrating with third as well as information used by third-party provisioning systems.   USCs support the Overover-the-top (OTT) business model.

    Inventory Management

    Used to set up warehouses (where traceable physical goods provided to subscribers are taken from and returned to) and the relevant inventory definitions.

    Platform / Compatibility settingsEnable the option to display legacy subscription actions (Add Service, Remove Service, Add Installed Item, Remove Installed Item, Change Subscription Distributions) whose functionality is now replaced by the Amend Services and Installed Items subscription actions.
    Subscriptions

    Prepaid Subscription Business Example

     

    Panel
    nameblue
    titleCompany ZX Weekly Invoice Run

    Scenario 1.

    Company ZX advertises two subscriber offerings on which , whose services must always be prepaid for paid a week . The weekly rates cover 7 whole days. i.e. if the subscriber was activated at 3:00 a.m on 1/1/2017 then he will be deactivate at 3:00 a.m on 8/1/2017 but not earlierin advance.

    Subscriptions activated 1 January at 3 a.m. are deactivated 8 January 3 a.m.

    Broadband & TV Gold (€10/week)

    • 2 main channels that are mandatory for the subscription
    • 5 add-on channels selected from a pool of 20 channels
    • 50 Mb MB internet

    Broadband & TV Platinum (€20/week)

    • 5 main channels that are mandatory for the subscription
    • 10 add-ons channels selected from a pool of 20 channels
    •  50 Mb MB internet

    Subscribers must have a streaming device and a modem.  Both items are available from Company ZX.

    There are New subscriptions can be created in two ways for creating new subscriptions:

    1. Customers can visit a retailer retail shop, pick-up the necessary equipment and start using their subscription directlystraight away.
    2. Customers can place an installation order by calling the Company ZX call centrecenter.  The installer activates the subscription from the customer's location using a mobile app.

    Subscriptions are billed as soon as they are added on a subscription and then activated, and on a weekly basis, from then on. If the subscriber does subscribers do not have enough funds (i.e. €0) then the subscription adequate funds in their wallet, then the service is deactivated. Subscribers that cancel their subscriptions or change to another service that was swap to an already billed service are credited and re- billed if again, as necessary.

     

     

    Solution 

    Configuration

    1. Go to Products and create:
      1. Channels and broadband (as termed services)
      2. A physical good for the modem
      3. A physical good for the Roku box.
    2. Go to Price Plans and provide rates for each of the products
    3. Go to Billing Term Schemes to and define billing rules and set up as follows:
      1. Type: Prepaid

      2. Set 'Allowed Services Billing Type should be set ' to 'Pre-rated' and 'Period Billed In Advance' to one week.

    4. Go to Subscription Types and create your offerings. Create one subscription type per offering.
      1. Broadband & TV Gold: Includes two main channels that are mandatory for the subscription and five add-ons, which can be selected from a pool of 20 channels and 50 Mb internetMB Internet.
        1. Add the two main channels and the 50 MB broadband service and define them as 'mandatory' under allowed services.
        2. Add the remaining 20 channels and define them as 'optional' under allowed services.
        3. Add the Roku box and modem in the allowed physical goods.
        4. Define a minimum and a maximum number of mandatory services to as '2'.
        5. Define a maximum number of optional services to as '5'.
        6. Define a dependency of the broadband service on the modem.
        7. Define a dependency of all termed services on the Roku box.
      2. Broadband & TV Platinum: Includes five main channels that are mandatory for the subscription and 10 add-ons, which can be selected from a pool of 20 channels and 100 Mb internetMB Internet.
        1. Add the five main channels and the 100 MB broadband service and define them as 'mandatory' under allowed services.
        2. Add the remaining 20 channels and define them as 'optional' under allowed services.
        3. Add the Roku box and the modem in the allowed physical goods.
        4. Define a minimum and a maximum number of mandatory services to as '5'.
        5. Define a maximum number of optional services to as '10'.
        6. Define a dependency of the broadband service on the modem.
        7. Define a dependency of all termed services on the Roku box.
      3. The following steps are only necessary through one of the two subscription types, as need only be taken for one subscription type, as the step will add all the services in the billing term scheme.
        1. Through Add the new billing term schemes tab add in the billing term you have createdschemes tab.
        2. Click on 'Add Missing Services' to add to the billing term scheme all the services added to the subscription type to the billing term scheme .
        3. Define their the service billing type as pre-bill (billed before usage).
    5. Go to Wallets and set up the followingas follows:
      1. Wallet Threshold: 0
      2. Wallet Causes - Debit Wallets
        • During Prepaid Billing Run
        • Select Normal Debit (given provided that the wallet transaction type it is already configured).
      3. Wallet Causes - Credit Wallets (This is to ensure that upon cancellation of a service the subscriber will get back his moneyin order to refund the subscriber if a service is canceled)
        • During Prepaid Billing Run
        • Select Normal Credit (given provided that the wallet transaction type it is already configured).

    6. Go to the Prepaid Billing Run and set up as follows

      Go to Prepaid Billing Run

      :

      1. Set up the billing run in the scheduling settings tab as 'recurring' . (This will cause the billing run to be (so that it is executed daily).
      2. Submit the prepaid billing run and execute.
        Once the billing run is completed a new prepaid billing run job will be created in the scheduler, scheduled for the next day. The services that should be deactivated due to insufficient Services that are not backed by sufficient wallet funds will be marked for deactivation.
    7. Go to Prepaid Deactivation Process and set up as follows:
      1. Deactivation method: Day and Hour based Deactivation
      2. Scheduling Settings: Run repeatedly every hour.
    Note

    It is important to schedule Schedule the deactivation process to be executed after the prepaid billing run, as information on what must be deactivated is identified by the billing run identifies relevant information.

     

    User Process 

    Once the configuration is in place, agents can start registering subscriptions. 

    Retailer Shop Subscriptions

    The Become Subscriber action is used and submitted as 'Effective'.

    1. At the subscriptions Data Entry page:
      1. Provide the new customer's details.
      2. Select one of two subscription types available.
      3. Select the requested services and hardware equipment.
      4. Submit the action as 'Effective' .

    The signal is available as soon as the equipment is connected.

    Call Centre Subscriptions

    The Become Subscriber action is used and submitted as 'Draft'.

    1. At the subscriptions Data Entry page:
      1. Provide the new customer's details.
      2. Select one of two subscription types available.
      3. Select the requested services.
      4. Submit the action as 'Draft'.
        The subscription and its services remain in the System as 'Draft'. 
    2.   The installer activates the subscription from the customer's location using a mobile app integrated to with CRM.COM, using subscription WEB APIs.  The installer:
      1. Executes the Add Installed Item action and enters the serial numbers of the Roku box and modem.
      2. Uses the 'Activate Subscription' action.

     

     

    Info
    titleBilling Run executed on a daily basis
    George does not make a payment

    Assume you have 3 subscribers that Example:  Three customers wish to subscribe to the Broadband & TV Gold service, which costs €20/week

  • Mary makes a down-payment of €40
  • John makes a down-payment of €20

    • /week.

    The requested effective date is 1 January 2017 and the pre-rated period is one week.

    • Mary credits her wallet with €40
    • John credits his wallet with €30
    • George does not credit his wallet.

     

    Prepaid Billing Run0108.01.2017
    SubscriberRequested Effective DateWallet Amount (Prepaid)PreRate Pre-Rate PeriodOn

    Service activation

    of the services

    01.01.2017

    Prepaid Billing Run

         		    

    08.01.2017

    Prepaid Billing Run

    15.01.2017

    Mary01.01.2016€40.001 week
    • Pre-Rated Amount
    =
    • is €20
    • Wallet Amount
    =
    • is €20
    Billed
    • Service is billed up to
    :
    • 08.01.2017
    • Pre-Rated Amount
    =
    • is €20
    • Wallet Amount
    =
    • is €0
    Billed
    • Service is billed up to
    :
    • 15.01.2017
    • Pre-Rated Amount = €20
    • Wallet Amount = €0
    • Subscription
    will be
    • is marked for deactivation, as
    there are no
    • funds in the wallet are not sufficient to cover
    for
    • another week.
    John01.01.2016

    €30

    .00

     

     

    		1 week
    • Pre-Rated Amount = €20
    • Wallet Amount
    =
    • is €10
    Billed
    • Service is billed up to
    :
    • 08.01.2017
    • Pre-Rated Amount
    =
    • is €20
    • Wallet Amount
    =
    • is €10
    • Subscription
    will be
    • is marked for deactivation, as
    there are no
    • funds in the wallet are not sufficient to cover
    for
    • another week.
    		Remains deactivated
    George01.01.2016€0.001 weekGeorge's subscription will fail activation as he has no funds in his walletnot be activated due to insufficient wallet funds. Remain deactivated  Remains  Remains deactivated

     

     

     

     


     

    Glossary

    CRM.COM TermDefinition
    JobA small project initiated by the operator for customers, involving the delivery and billing of services, products, and activities. Customer requests and orders, such as that for a new subscription, can be initiated and registered through a job.
    SubscriptionA collection of customer services billed on a recurring, usage or one-time basis.
    Workflow

    A set of tasks which that are necessary to complete a bigger task, involving the definition, execution, and forwarding of the task among users for action, according to a set of workflow rules. 

    ActivitySmall A small task or action that is either stand-alone or must be completed as part of a larger project.
    CommunicationsLog interaction between customers and agents. Communications can support multiple Communication media such as email, SMS, telephony, letters post, and others.
    Anchor
    distributor
    distributor
    Provisioning Distributor

    An abstract layer used in CRM.COM to relate subscription services (e.g., broadband service) and subscription associated devices (e.g., modems) to a Provisioning Provider provisioning provider and to define what services will be available from each device (if more than one is available on a subscription).

    Provisioning Provider

    Third-party Conditional Access conditional access (CA) and Overover-the-Top top (OTT) platforms with which CRM.COM integrates to provide services such as video content, telephony or games.

    Installed ItemA physical good, which is uniquely identified by its serial number.
    Product Bundles

    A combination of component products offered for sale as one product. Flexible product bundles are those that have a variable selection of constituent products as components, while fixed . Fixed product bundles have a fixed selection. 

    Usage Detail Records (UDRs)

    Information describing the use of Usage Subscription Servicesusage subscription services.


    WalletA wallet is a financial account which allows customers to use a customer account whose credit balance is used to fund transactions within CRM.COM. 
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