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Learn how you can to configure Subscription Business Definition that Definitions that will dictate determine the overall behavior of Subscription |
What does this section cover?behaviour of Subscriptions |
Navigating to Subscription Definitions
What are Subscription Definitions Info |
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CONFIGURATION > BILLING APPLICATION > SUBSCRIPTIONS > SET UP BUSINESS DEFINITIONS |
What are Subscription Definitions?
A Subscription Definition is a set of business rules and conditions which are used
in order to create and maintain
subscriptions Subscriptions throughout their
whole life cycleLife Cycle. For example, through the Subscription Definitions, you can define the maximum number of
subscriptions Subscriptions you can have per account
, or the maximum number of Main
services Services and Physical products that can be added
on to a
subscriptionSubscription.
In addition, through Subscription Definitions
you can define dependencies on your productsprovide a number of restrictions and controls and can be used to define product dependencies. For example
you , a rule can be set
rules, where additional channels
will not be allowed to cannot be added unless one of the Main channels
are is added first.
In general, Subscription Definitions provide a number of restrictions and controls that will be applied on every subscription from the beginning till the end of its Life Cycle, and which should be met at any stage. Multiple Subscription Definitions can be configured in the system but only one can be active at any given time. Subscription Definitions are mandatory and if an active Subscription Definition doesn't exist then no subscription can be created or amended.A Subscription Definition can be applied on all subscriptions or on specific subscription types.
Creating, Editing & Deleting
Subscription Definitions can be edited, deleted and have their Life Cycle State changed.
- Navigate to Subscription Definitions and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to access the Data Entry page and see more detail.
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.
- Click on the Audit Log button to view a log of changes performed on the displayed Subscription Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Subscriptions, including each Action's related validations and restrictions.View the Attributes Table for a comprehensive description of the Subscription Definition fields.
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Validations & RestrictionsAction | Validations | Restrictions |
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General | - Multiple Subscription definitions can exist in the system, but each one should have a unique name and alternative code
- Only one active Subscription definition can exist at any given time
| - If no active Subscription definition exists, then no Subscription can be created
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Create | - Mandatory Fields must be defined
- Name and alternative code must be uniqueAlternative Code must beunique
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Edit | - Mandatory Fields must be defined
- Name and alternative code must be uniqueAlternative Code must beunique
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Delete | | - Cannot be deleted if its the active definition
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Subscription Definition attributes AttributesAn * indicates a field is mandatory
Name | Description |
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Main Information |
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Name* |
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The definition A definition Alternative The The alternative code of the |
definition State | The Definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters. |
State | The state of the |
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definition active or inactive'Active' or 'Inactive'. Only one |
definition active 'Active' at any given time. |
Subscription Rules |
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Restrictions | Subscription |
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restrictions Restrictions control the number of |
subscriptions Subscriptions that can be owned by the same |
account Accounts Receivable, based on a set of rules. The criteria that can be used to build each rule include the following: |
The The - Subscription Life Cycle State
- Criteria for each Accounts Receivable
- The Accounts Receivable Classification
- The Accounts Receivable Credit rating
- Maximum Number of Subscriptions: The maximum number of Subscriptions meeting the Subscription Criteria, allowed to be created per Accounts Receivable meeting the Accounts Receivable Criteria
In the following example the System is set to allow: - 1 Subscription per Accounts Receivable with Employee Classification
- 3 Subscriptions per Accounts Receivable with Residential Classification
- 5 Subscriptions per Accounts Receivable regardless of the account's Classification
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Service Rules |
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Restrictions |
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Service Restrictions | Service |
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restrictions Restrictions control the number of |
services Services that can be added either |
on a subscription on subscriptions Subscriptions owned by the same |
accounts receivable. Service restrictions are a set of rules which are build based on the following criteria:Scope which can be "Subscription" or "Accounts Receivable"Minimum number of mandatory services Accounts Receivable. - Scope: The scope by which the conditions will be set.
- "Subscription": The rule will apply to the Services of a single Subscription.
or - "Accounts Receivable": The rule will apply to the sum of the Services of all the Subscriptions owned by the Accounts Receivable.
- Restrictions:
- Minimum number of mandatory Services that should exist
- Maximum number of mandatory
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services - Services that should exist.
- Minimum number of optional
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services - Services that should exist.
- Maximum number of optional
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services - Services that should exist
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Only termed, usage and expense services are allowed to be added in that list |
Dependencies |
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Service Dependencies | Service |
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dependencies type services Services that can co-exist either on a |
subscription on subscriptions Subscriptions owned by the same |
accounts receivable. Service dependencies are a set of rules which are build based on the following criteria: Scope which can be "Subscription" or "Accounts Receivable"The Services having prerequisitesThe Service Types having prerequisitesThe Prerequisites, which is a set of either ten services, ten service types, ten traceable physical goods or ten traceable physical good types. The prerequisites definition includes an option to specify if all the specified values should exists Accounts Receivable. - Product or Product Type: Must be either Termed Services or Expenses.
- Scope: The scope by which the conditions will be set.
- "Subscription": The rule will apply to Services of a single Subscription.
or - "Accounts Receivable": The rule will apply to the Services of all the Subscriptions owned by the Accounts Receivable.
- Type of Prerequisites, can be one of the following:
- Services (Only Termed Services and Expense are allowed to be added to the list).
- Service Types (Only Termed Services and Expense are allowed to be added to the list).
- Traceable Physical Goods.
- Traceable Physical Good Types.
- Prerequisites: Up to 10 Prerequisites can be added from the same Type. There is also the option to define whether all the specified values or if at least one of the
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specified existOnly termed, usage and expense services are allowed to be added in that list |
Restrictions Per Distributor |
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Service Restrictions Per Distributor | Service |
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restrictions distributor Distributor control the number of |
services Services that can be distributed |
per provisioning distributor. Service restrictions per distributor are a set of rules which are build based on the following criteriaProvisioning Distributor. - Provisioning Distributor: The Provisioning Distributor on which the restrictions should be applied.
- Restrictions:
- Minimum number of mandatory
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services - Services that should exist.
- Maximum number of mandatory
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services - Services that should exist.
- Minimum number of optional
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services - Services that should exist.
- Maximum number of optional
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services - Services that should exist
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Provisioning distributor on which the rule will apply toOnly termed, usage and expense services are allowed to be added in that list
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Dependencies Per Distributor |
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Service Dependencies Per Distributor | Service |
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dependencies per distributor Dependencies Per Distributor control the |
type of services Services that can be distributed on the same |
provisioning distributor. Service dependencies per distributor are a set of rules which are build based on the following criteria: - The provisioning distributor having prerequisites
- The Prerequisites, which is a set of either ten services or ten service types. The prerequisites definition includes an option to specify if all the specified values should exists or if at least one of the specified values should exist
Only termed, usage and expense services are allowed to be added in that list
Installed Item Restrictions | Installed Item restrictions control the number of installed items that can be added either on a subscription or on all subscriptions owned by the same accounts receivable. Service restrictions are a set of rules which are build based on the following criteria: - Minimum number of installed items that should exist per traceable physical good type
- Maximum number of installed items that should exist per traceable physical good type
- Scope which can be "Subscription" or "Accounts Receivable"
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Installed Item Dependencies | Installed Item dependencies control the type of Installed Item that can co-exist either on a subscription or on subscriptions owned by the same accounts receivable. Installed Item dependencies are a set of rules which are build based on the following criteria:
The physical good having prerequisitesThe physical good type having prerequisitesThe Prerequisites, which is a set of ten traceable physical goods or ten traceable physical good types. The prerequisites definition includes an option to specify if all the specified values should exists Provisioning Distributor. - Provisioning Distributor: The Distributor on which the dependency rules should be applied.
- Type of Prerequisites, can be one of the following:
- Services (Only Termed Services and Expense are allowed to be added to the list).
- Service Types (Only Termed Services and Expense are allowed to be added to the list).
- Prerequisites: Up to 10 Prerequisites can be added from the same Type. There is also the option to define whether all the specified values or if at least one of the
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specified existScope which can be "Subscription" or "Accounts Receivable"Installed Item Restrictions Per Distributor | Installed Item restrictions per distributor control the number of Installed Items that can be distributed per each provisioning distributor. Installed Item restrictions per distributor are a set of rules which are build based on the following criteria: - Minimum number of installed items that should exist per traceable physical good type
- Maximum number of installed items that should exist per traceable physical good type
- Provisioning distributor on which the rule will apply to
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Installed Item Dependencies Per Distributor | Installed Item dependencies per distributor control the type of Installed Items that can be distributed on the same provisioning distributor. Installed Item dependencies per distributor are a set of rules which are build based on the following criteria: - The provisioning distributor having prerequisites
- The Prerequisites, which is a set of either ten traceable physical goods or ten traceable physical good types. The prerequisites definition includes an option to specify if all the specified values should exists or if at least one of the specified values should exist
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Tiers | Defines the allowed swaps between subscription services and provides information about the type of the change |
Tiers |
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Tiers | Tiers are directly related to the Subscription Action 'Swap Services' and determine the swaps that can take place between Subscription Services and provides information on the Type of modification (i.e. if it |
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is / etc Subscription services tiers are two dimensional, Subscription Service Tiers aretwo dimensional; the first dimension is the
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tier level Tier Level and the second dimension is the |
tier path path subscription services- Subscription Services, which can replace each other. Subscription
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services - Services can be replaced only by
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subscription services - other Services under the same
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path level characterizes applied is - constitutes an upgrade or downgrade)
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, it tier path paths Paths can be related to a single root |
path. In that case the system will automatically apply replacements or removals of subscription services Path, in which case, the System will suggest replacements of Subscription Services belonging to a child |
path subscription service, belonging to the root path and having the same level, is replaced or removedSubscription Service of the same Level is replaced. Example Level | Path 1 Not following any |
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pathPath Root Path of Path 2 | Path 2 Following: Path 1 Child Path of Path1 | Path 3 Not following any |
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pathLevel 1Level 2Level 3Level 4 subscription service tiers Subscription Service Tiers specified above the following |
scenarios are supportedevents can take place: - A1, A2, A3 can replace each other.
- B1, B2, B3, B4 can replace each other.
- C1, C2 can replace each other.
- Going from A1 to A2 or A3 is considered as a downgrade.
- Going from A3 to A2 or A1 is considered as an upgrade.
- Going from B4 to B5 and vice versa is considered a swap.
- If a
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subscription - Subscription has A1, B1 and C1 then a change from A1 to A2 will
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trigger - suggest a change from B1 to B2, but it will not
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trigger - suggest a change from C1 to C2
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If a subscription has A1, B1 and C1 then removing A1 will trigger the removal of B1, but it will not trigger the removal of C1Based on the subscription service tiers Based on the Subscription Service Tiers specified above the following |
scenarios are not supportedevents cannot take place: |
services path - Path 1 cannot replace or be replaced by
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subscription service - a Subscription Service belonging to
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path path services path - Path 2 cannot replace or be replaced by
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subscription service - a Subscription Service belonging to
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path path services path - Path 3 cannot replace or be replaced by
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subscription service - a Subscription Service belonging to
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path path 2Defining your own Subscription Definition tailored to your company's needs
Navigate to CONFIGURATION > BILLING APPLICATION > SUBSCRIPTIONS > SET UP BUSINESS DEFINITIONS
Either search for an existing one or from the Top Menu click on NEW
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MAIN INFORMATION
Provide information for the following fields
- Name
- Description
- Alternative Code
SUBSCRIPTION RULES
RESTRICTIONS
Click on ADD and provide restrictions.
You have the option to create multiple restrictions. Each row/record is not related with the other records. i.e. Whenever a subscription is created, each of the records will be validated separately. If the subscription does not meet the conditions defined in at least one record then you will not be allowed to create the definition. If a condition is not selected at all then all are taken into consideration.
For each record you must define at least one condition and define the maximum number of subscriptions allowed per combinationSubscription Type: Select from the drop down list a subscripton typeSubscription Life Cycle State: Select from the drop down list a Life Cycle StateAccounts Receivable Classification: Select from the drop down list an account classificationAccounts Receivable Credit Rating: Select from the drop down list aMaximum Number of Subscriptions: Define the number of subscriptions allowed by a contact for the specified combinationsSERVICE RULES
RESTRICTIONS
DEPENDENCIES
RESTRICTIONS PER DISTRIBUTOR
DEPENDENCIES PER DISTRIBUTOR
TIERS
INSTALLED ITEM RULES
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Log Information - Global | Log Information - Global | From the Top Menu click on SaveDeleting Subscription Definitions
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Deleting a record - Global | Deleting a record - Global | Changing the Life Cycle State of Subscription Definition
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Changing the Life Cycle State of a Definition - Global | Changing the Life Cycle State of a Definition - Global |
Note |
Visit /wiki/spaces/WIP/pages/10010220 Subscription for business examples related to |
Installed Item Rules |
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Restrictions |
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Installed Item Restrictions | Installed Item Restrictions control the number of Installed Items that can be added either to one or all Subscriptions owned by the same Accounts Receivable. - Scope: The scope by which the conditions will be set.
- "Subscription": The rule will apply to Installed Items of a single Subscription.
or - "Accounts Receivable": The rule will apply to the sum of the Installed Items of all the Subscriptions owned by the Accounts Receivable.
- Physical Good Type: The Traceable Physical Good Type on which the restrictions for the number of the Installed Items will be applied.
- Restrictions:
- Minimum number of Installed Items that should exist per traceable Physical Good Type.
- Maximum number of Installed Items that should exist per traceable Physical Good Type.
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Dependencies |
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Installed Item Dependencies | Installed Item Dependencies control the Type of Installed Item that can co-exist either on a Subscription or Subscriptions owned by the same Accounts Receivable. - Product or Product Type: can only be Traceable Physical Goods.
- Scope: The scope by which the conditions for the selected Product or Product Type will be set.
- "Subscription": The rule will apply to Physical Goods of a single Subscription.
or - "Accounts Receivable": The rule will apply to the Physical Goods of all the Subscriptions owned by the Accounts Receivable
- Type of Prerequisites, can be one of the following:
- Traceable Physical Goods
- Traceable Physical Good Types
- Prerequisites: Up to 10 Prerequisites can be added from the same Type. There is also the option to define whether all the specified values or if at least one of the values should be present.
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Restrictions Per Distributor |
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Installed Item Restrictions Per Distributor | Installed Item Restrictions per Distributor control the number of Installed Items that can be distributed by each Provisioning Distributor. - Provisioning Distributor: The Provisioning Distributor on which the restrictions should be applied.
- Physical Good Type: The Traceable Physical Good Type on which the restrictions for the number of the Installed Items will be applied.
- Restrictions:
- Minimum number of Installed Items that should exist per traceable Physical Good Type
- Maximum number of Installed Items that should exist per traceable Physical Good Type
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Dependencies Per Distributor |
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Installed Item Dependencies Per Distributor | Installed Item dependencies per Distributor control the type of Installed Items that can be distributed on the same Provisioning Distributor. - Provisioning Distributor: The Distributor on which dependency rules should be applied.
- Type of Prerequisites can be one of the following
- Traceable Physical Goods
- Traceable Physical Good Types
- Prerequisites: Up to 10 Prerequisites can be added from the same Type. There is also the option to define whether all the specified values or if at least one of the values should be present.
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Log Information |
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Log Details | The standard set of Log Details information available in all entities. |
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