Versions Compared

Key

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

Back to Subscriptions Main Page 

Excerpt
hiddentrue

Find out about Use End Short Term Subscription Activation to stop the short-term activation period and disconnect the Subscription

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

When to use End Short Term Subscription Activation

In CRM.COM you are allowed to activate subscriptions and all its servicesSubscriptions and their Services, which are in state a 'Draft' or 'Not Effective for ' State for a short period of time can be activated. Once When the Short Term Subscription Activation action  Action is executed, the end  an 'End date' is set . When the end date is which once reached, then the system will automatically find the subscriptions that should be deactivated and deactivate them.Subscription action causes the System to track and deactivate the Subscriptions.  The Subscription Action "End Subscription Short Term Activation" however, is available to users  is available to force a subscription which is in Subscription out of its Short Term Activation period, out of it. In order to end the Short term activation Term Activation, the user will need to execute the related action that will terminate the short-term activation period and set the subscription and all its services as not effective.must execute the respective Action and set the State of the Subscription and its Services as 'Not Effective'.

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.

END SHORT TERM SUBSCRIPTION ACTIVATIONImage Added

 

Anchor
schedule
schedule

End Short Term

Subscription

Activation

Action Information

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

 

Anchor
validations
validations
Restrictions & Validations

The action
ActionValidationsRestrictionsSystem Processing
End Short Term Subscription Activation
  • The subscription Subscription should be owned by an active accounts receivable
  • The subscription should have an effective billing term instance
  • 'Active' Accounts Receivable.

The Action is available only if the subscription has one of the following Life Cycle States:Subscription is in a 'Short Term Effective


Executing End Short Term Subscription Activation

  • 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
    END SHORT TERM SUBSCRIPTION ACTIVATIONImage Removed
  • If required check the following sections for information 
    1. EXISTING SUBSCRIPTION SERVICES

      1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

      1. Provides an overview of the existing subscription installed items

    3. 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

    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 subscription life cycle state to Not Effective
  • Sets the life cycle state of all subscription services to Not Effective
    • Sets the subscription service:
      • life cycle state period 
      • bill effective date
      • billable start period 
      • billing directives according to business rules
  • The sort term activation life cycle state period is updated by setting the end short term activation action as the action that ended the period

    ' Life Cycle State.

    • The Subscription Life Cycle State is set to 'Not Effective'.
    • The Life Cycle State of all Subscription Services is set to 'Not Effective'.
      • The following Subscription Service attributes are set:
        • Life Cycle State Period 
        • Bill Effective Date
        • Billable Start Period 
        • Billing Directives according to business rules
    • The Short Term Activation Life Cycle State Period is updated by setting the End Short Term Activation Action as that which ended the period.
    Panel
    namegrey

    Related Areas

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

    Panel
    namegrey

    Helpful Links

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal