Versions Compared

Old Version 3

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version Current

changes.mady.by.user Persia Xenopoulou

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Subscriptions Main Page

Excerpt
hiddentrue

Find out about Use the Extend Binding Period ;

What does this section cover?

Classification to extend the current contract of the subscriber

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

When to use Extend Binding Period

When a contract is about to end, the subscriber Subscribers may choose to extend his their current contract . In this case when it is about to expire. To do so, the Extend Binding Period action Action should be used. The action will extend the contact by , which extends the contract by updating the Binding end End date of the customer, for a period of time defined by the user.

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, additional information and a description of its system process.
View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the action.

EXTEND BINDING PERIODSImage Added

Anchor
schedule
schedule

Extend Binding Period Information

Subscription Action Information

(tick)
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeAMENDBILLINGTERMSBusiness Classification Code
(tick)(error)AMENDBILLINGTERMSEXTENDEDBINDINGPERIODTERMS

 

Anchor
validations
validations
Restrictions & Validations

Classification:
The action
ActionValidationsRestrictionsAdditional InformationSystem Processing
Extend Binding Period
  • The rules defined in the related billing term scheme are not violated
    • Concurrent usage based pricing rules are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
    • The specified price plan is within the allowed price plans
    • The effective subscription services are within the supported services
  • The rules defined in the active billing term definitions are not violated
    Billing term Active Billing Term Definition rules are not breached.
    • Billing Term amendment rules are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
    • breached.
  • The Action is not allowed if another scheduled billing terms action exists. You will be Amend Billing Terms Action exists. The user is allowed to schedule the binding extension only after the scheduled actionAction.
  • 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
 

 

Executing Extend Binding Period

  • 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 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
    EXTEND BINDING PERIODSImage Removed

    • Extend
    Binding PeriodYou have the option to make the following changesExtend
    • By:
     Provide the number of UOT by which the contract should be extended 
    Only positive values
    1. UOT: Select the UOT for the binding extension. This can be
      1. Days
      2. Weeks
      3. Months
      4. Years
  • Binding Period: Read Only - The current Binding period
  • Binding Start: Read Only - The current Binding Start
    • Binding End: Read Only - The date that the contract will expire. This
    • As only the Binding can be extended, only positive values can be used.
    • Binding End: Set to the date on which the contract will expire (Read-only). It will be automatically calculated based on the current Binding
    end
    • End and the Extend By value

    Check current Binding end in the Preview Panel -  Existing Billing Terms

  • Agreement Date: Click on the Calendar icon and select the date, that the contract will be updated
    EXTEND BINDING PERIODImage Removed

    • If required check the following sections for information  AnchorexistingexistingEXISTING BILLING TERMS

    1. Provides an overview of the existing billing terms

  • UNSETTLED BILLS

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

    • 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

    InfoIf another scheduled Amend Billing Terms action exists, then you are not allowed to execute the action now
    • .
    You are allowed however, to schedule the action after the execution of the current scheduled action 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:

    A new billing term instance

     

    • A new Billing Term instance which replicates the previous one
    ,
    • is created and activated.
      • The
    binding end
      • Binding End date is extended by a number of days while the
    binding start
      • Binding Start date remains the same
    Existing billing term is
      • .
    • Existing Billing Term is replaced and set to
    inactiveNew billing term is set to active
    • 'Inactive.'
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    excerpt
    showLabelsfalse
    spacesV4Manual
    showSpacefalsetrue
    labelssubscription-actions-r7

    Popular Labels

    spaceKey
    Panel
    namegrey
    Popular Labels

    Helpful Links

    Filter by label (Content by label)
    heatmap
    showLabelsfalse
    spacesV4Manualstyle
    showSpacefalse
    labelsglobal