What does this section cover?

Changing Subscription Location through Jobs

CRM.COM allows you to order Jobs for changing the subscription location

What can you add?

For each type of Job selected, different options are available. Use the table below to see what can be added using the specific Job type

Fulfilment Scope	Subscription Services	Subscription Physical Goods	Physical Goods	Additional Physical Goods	Expenses	Activities	Subscription Location
Change Subscription Location

Navigating to Jobs

Anchor
Validations-Restrictions Validations-Restrictions

Creating & Saving, Validations & Restrictions

Subscription Action Information

Creating a Job to Change Subscription Location

1. Navigate to Jobs Module
2. From the top menu click on the NEW to open the Jobs data entry page

3. CONTACT INFORMATION

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   Select an existing Contact Information via another entity - Global Select an existing Contact Information via another entity - Global

4. ACCOUNT INFORMATION

   1. Number: Select an account which is related to the subscription you would like to create a job order for

5. BILLING ADDRESS

   1. The Billing Address will be Read Only and will display the account's billing address

6. JOB INFORMATION

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   Jobs - Adding Job Information - Global Jobs - Adding Job Information - Global

   1. EXISTING SUBSCRIPTION LOCATION

       

      Info
      title Existing Subscription Location Tip
      This section is available only if the job fulfilment scope is equal to Change Subscription Location This information is retrieved dynamically from the specified subscription

   2. NEW SUBSCRIPTION LOCATION

      1. Specify the New Subscription Location

7. The following sections follow the same logic as on creating a Job of New Subscription scope based on the Validations and Restrictions explained above:

   1. PHYSICAL GOODS

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      Jobs - Adding Requested Physical Goods - Global Jobs - Adding Requested Physical Goods - Global

   2. ACTIVITIES

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      Jobs - Adding Requested Activities - Global Jobs - Adding Requested Activities - Global

   3. EXPENSES

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      Jobs - Adding Requested Expenses - Global Jobs - Adding Requested Expenses - Global

   4. KEY DATES & ASSIGNMENTS

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      Jobs - Adding Key Dates and Assignments - Global Jobs - Adding Key Dates and Assignments - Global

   5. ATTACHMENTS

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      Attachments - Global Attachments - Global

   6. LOG INFORMATION

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      Log Information Explicit - Global Log Information Explicit - Global

8. PREVIEW JOB

   1. PHYSICAL GOODS REQUESTED

      1. Provides the Job Physical Goods to be provided

   2. ACTIVITY SERVICES REQUESTED
      1. Provides the activity services to be added
   3. EXPENSES REQUESTED
      1. Provides the expenses to be added
9. From the PREVIEW JOB panel click on SUBMIT

System Processing

1. The Job will be saved and a unique number will be assigned
2. The requested subscription will not be modified until the Job is completed
3. The following becomes available
   1. A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
      

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      Viewing Communications related to a record - Global Viewing Communications related to a record - Global

Follow Up Process

Go to Modifying Jobs to start processing the created Job.