Using Normal Subscriptions
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| Billing > Subscriptions > Manage Subscriptions |
Creating a subscription
To register a new subscription, navigate to to Manage Subscriptions and click on on NEW.
The configuration of the the Subscription Type is is essential in defining in defining the offerings of a company. These consist of of the selection of subscription services, agreed rates, contracted period, necessary hardware items and billing details (such as the frequency and date of the billing).
Subscriptions Data Entry page
Subscription fields
This table contains an explanation of the sections of the Subscriptions Data Entry page, a description of the usage of its fields and additional information.
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Billing Addresses
Whether a billing address is mandatory is defined in the active accounts receivable definition.
Mandatory on conditions
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The address used to communicate billing information.
The billing address is one of the addresses of the contact. If an address is not available, one must be created. If the contact has more than one address, use the one selected by the customer. Contact information addresses are updated when a billing address is modified.
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Subscription Addresses
Whether a subscription address is mandatory is defined in the billing definition.
Mandatory on conditions
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The subscriber’s physical address; where the hardware is located and the services are delivered.
The subscription address is one of the addresses of the contact. If an address is not available, one must be created. If the contact has more than one address, use the one selected by the customer. Contact information addresses are updated when a subscription address is modified.
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The terms applied to the subscription that define the billing and contract details.
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Effective Date is the day on which the services included in the subscription started getting billed. It reflects a change in the life cycle state of the subscription from 'Draft' to 'Effective'.
Agreement is the date on which the contract was signed.
Life Cycle State reflects the operational state of the subscription. It is automatically set by the system based on the status of the subscription and its services, usually on the execution of a subscription action. Refer to subscription services life cycle state for more information.
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Concurrent Usage based pricing is the application of a price rate, based on the total number of people using a service or installed items at the same time and a percentage which is agreed between the customer and the company. Concurrent usage based pricing must be supported by the selected billing term scheme.
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Subscriber services and installed items can be distributed to one or more provisioning distributors
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Mandatory are the services without which a subscription is not possible (e.g. a specific channel). Optional are those that can be added onto a subscription.
Service: A termed product a client can subscribe to, such as a broadband or TV channel telephony service. Only termed services can be added as subscription services.
Distributor: An abstract layer used in CRM.COM to relate subscription services (e.g. broadband service) and subscription associated devices (e.g. modems) to a Provisioning Provider and to define what services will be available from each device (if more than one is available on a subscription).
Components Services: a link to available services that constitute a bundle (offered for sale as one product).
First Activated On is the date on which the service first became 'Effective'.
Rated Up To is the date up to which the service has been billed.
Life Cycle State the state of the service during the current period.
Determines whether to charge the subscription services. By default, subscription services in an 'Effective' state are charged but this can be changed in the billing definition.
View History provides information for the service during distinct periods:
- Billing Directive determines whether a period should be debited, credited or ignored by billing.
- Rating State indicates whether or not the period was already taken into consideration by the billing engine. A 'Pending' state indicates that the period is not billed yet, while a 'Completed' state indicates that the period has already been billed/credited.
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One-time charges to the subscription, such as a startup or installation fee.
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The installed items provided to the subscriber which can be distributed to one or more provisioning distributors from one or more providers.
Serial Number is a unique number used to identify the specific physical product.
Ownership Status reflects whether the installed item is owned by the company and rented to the customer or if it was sold.
Distributors are the companies from which the installed item is available.
Components are other physical goods that may be part of the installed item bundle.
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Subscription information can be communicated to the subscriber by email or SMS.
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