What does this section cover?

Swapping Services of a Subscription through Jobs

CRM.COM allows you to order Jobs for swapping services of a subscription.

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
Swap Subscription Services

Navigating to Jobs

Anchor
Validations-Restrictions Validations-Restrictions

Creating & Saving, Validations & Restrictions

Subscription Action Information

Creating a Job to Swap Services of a Subscription

1. Search using the criteria available in the summary pageNavigate to Jobs Module
2. From the top menu click on the NEW to open the Jobs data entry page

3. CONTACT INFORMATION

   Include Page
   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

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. SERVICES

      1. CLASSIFICATION

         1. ANY: With this option the system will decide automatically which classification the swapping is for
         2. DOWNGRADE SERVICE: The system will filter New Services and will only make available the services you can downgrade to
         3. SWITCH SERVICE: The system will filter New Services and will only make available the services you can switch to
         4. UPGRADE SERVICE: The system will filter New Services and will only make available the services you can upgrade to

      2. MANDATORY SERVICES

         1. New Service: Select the service you want to Swap to, from the drop down list

      3. OPTIONAL SERVICES

         1. New Service: Select the service you want to Swap to, from the drop down list

   2. PHYSICAL GOODS

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

   3. ACTIVITIES

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

   4. EXPENSES

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

   5. KEY DATES & ASSIGNMENTS

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

   6. ATTACHMENTS

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      Attachments - Global Attachments - Global

   7. LOG INFORMATION

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      Log Information Explicit - Global Log Information Explicit - Global

8. PREVIEW JOB

   1. SUBSCRIPTION SERVICES REQUIRED

      1. Provides the subscription services to be swapped

   2. PHYSICAL GOODS REQUESTED

      1. Provides the physical goods to be provided
         

   3. EXPENSES REQUESTED

      1. Provides the expenses to be added

   4. ACTIVITY SERVICES REQUESTED

      1. Provides the activity services 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
      

      Include Page
      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.