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Find out about Discover Add Expense |
What does this section cover?
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minLevel | 2When to use Add Expense
Use the action if you would like to add a "one time charge" to the subscription.The Add Expense Action is used to add a one-off irregular charge to the Subscription.
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Expenses can also be automatically added to a Subscription through the execution or scheduling of another Subscription Action, provided pre-defined conditions are met. For more information, refer to the POLICIES Section in Billing Term Subscription Definitions. The Cancel Expense Action can be used to remove an added Expense. |
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 additional information.
View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.
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Add Expense Information Restrictions & Validations
Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour codeSub 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 applicablePerformed By User : Search and add the user that logs the action
If you leave empty then the Logged in user will be setPerformed Date: Click on the calendar icon and select date and time
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Scheduling Subscription action - Global | Scheduling Subscription action - Global | Click on SUBMIT
Action will be validated as provided in the section above and submitted if validations are passed| Anchor |
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processing | processing | System ProcessingOnce the action is submitted the following changes will be carried out by the system:
Specified subscription service expense is added on the subscriptionAn “Effective” subscription service life cycle state history is createdSets the subscription service bill effective date, billable start period and billing directive according to the business rules| Action | Validations | Restrictions | Additional Information | System processing |
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| Add Expense | - The rules defined in the related subscription type are not violated
- The subscription services are included in the subscription type allowed service expenses
- The rules defined in the active subscription definitions are not violated
- Subscription service restrictions and dependencies are not violated
- The rules defined in the related billing term scheme are not violated
- The subscription services that will become effective are within the supported services
- Activation Conditions specified in the active Billing Term Definitions are not applicable
| The action | - Only Expenses allowed by the Subscription Type and Prepaid or Normal Billing Term Scheme are available for selection.
- 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
- Short Term
ffective- Effective
- Short Term Not Effective
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Executing Add Expense
Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONSSearch for the Subscription you are looking for, using the criteria sectionClick on the Subscription number to go to the Data Entry page of the subscriptionOn the left hand side of the screen you can see the ACTION PANELClick on Subscription Service Related Actions OR Subscription Installed Items Related Actions OR 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
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- The system loads all the allowed expenses based on the Subscription Type and Billing Term Scheme of the subscription
- Check the box next to the expense you would like to add
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PREVIEW & ACTION PANEL
SUBSCRIPTION SERVICES TO BE ADDED
Provides an overview of the expenses that will be added on the subscription
SUBSCRIPTION ACTION DETAILS
- The same Expense can be added as many times as necessary, as long as it is allowed by the Subscription rules as defined in the Validations.
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| Instant Validation and Billing of Prepaid Subscriptions |
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| Instant Validation and Billing of Prepaid Subscriptions |
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| - Specified Subscription Service Expense is added on the Subscription.
- An 'Effective' Subscription Service Life Cycle State History is created.
- The Subscription Service Bill Effective Date, Billable Start Period and Billing Directive are set according to the business rules.
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