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Back to Subscriptions Main Page

Excerpt
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Find out about Cancel Expense;

What does this section cover?

Use Cancel Expense to remove an Expense that was previously added

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Table of Contents

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When to use Cancel Expense

Use the action if you have already added expenses to the subscription and you would like to removeAction to remove Expenses ( Add Expense ) already added  to the Subscription. The Action cannot be used after the Expense has been billed, but it can be used after it has been rated. 

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.

CANCEL EXPENSEImage Added

 

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Cancel Expense Information

Subscription Action Information

(tick)CANCELEXPENSE
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(tick)(error)CANCELEXPENSE
 
CANCELEXPENSE

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Restrictions & Validations

  • SUBSCRIPTION SERVICES TO BE REMOVED

    1.  Provides an overview of the expenses that will be added on the subscription

    • 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 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
    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

    • SCHEDULING INFORMATION

    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:

  • Sets the specified subscription services expense life cycle state to Cancelled
    • If the specified subscription service expense
    The action
    ActionValidationsRestrictionsAdditional InformationSystem Processing
    Cancel Expense
    • The expense is not already billed (Not Included in a bill)The subscription is Subscription is owned by an active accounts receivable
    • The subscription has an effective billing term instance
    • The rules defined in the active subscription definitions are not violated
      • Subscription restrictions are not violated
      • Subscription service restrictions and dependencies are not violated
    • 'Active' Accounts Receivable
    • The Expenses are not already billed.
    • The Expenses have not already been cancelled.
    • 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
      • Short Term effective
      • Short Term Not Effective

     

     

    		 

     

    Executing Cancel Expense

  • 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 Service Related Actions
    • Find the action you would like to execute and click on the link to open the action details in a modal window

  • EXPENSE SERVICES

    1. The system loads the expense that have been added on the specific subscription
    2. Check the box next to the expense you would like to remove
      CANCEL EXPENSEImage Removed
       

    • PREVIEW & ACTION PANEL

    • The Expense Life Cycle State is set to Cancelled.
    • If the specified Subscription Service Expense is rated (but not billed)
    then any related rated billing items are also cancelled
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