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Find out about Change Subscriber Account - Same Subscriber |
What does this section cover?When to use Change Subscriber Account - Same Subscriber
In CRM.COM in order to be able to create a new Subscription, then the subscription needs to be related to an Account. If you would like to change the account, initially related to the subscription, to a different account of the same subscriber, then you have the option to do so, by using Change Subscriber Account action.
The action allows you to assign the subscription to an accounts receivable that does not exist already, but will be created via the action.
The specific action/classification cannot be used to
Change to a different SubscriberVisit Use the Change Accounts Receivable Classification to change the Subscription's account, to another one belonging to the same subscriber (i.e., to change the account that will be billed for the Subscription). The Action creates a new Accounts Receivable to which the Subscription can be assigned.
The specific Action cannot be used to change to a different Subscriber. View Change Subscriber Account - Change Subscriber for more information.
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.
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Change Subscriber Account - Same Subscriber Information| Action can be scheduled | 
Preview Rate AvailableBehavior | Behaviour Code | CHANGESUBRIBERACCOUNT | Business Classification Code |
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| | CHANGESUBRIBERACCOUNT | CHANGEACCOUNTSRECEIVABLE |
Restrictions & Validations
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processing | processing | System ProcessingOnce the action is submitted the following changes will be carried out by the system:
Create a new accounts receivable | Action | Validations | Restrictions | System Processing |
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| Change Subscriber Account - Same Subscriber | - No unrated Unrated or not billed services should Services don't exist.
- The new accounts receivable Accounts Receivable should belong to the same a separate customer.
- The subscription Subscription should be owned by an active accounts receivable
- The subscription should have an effective billing term instance
- The rules defined in the active subscription definitions are not violated'Active' Accounts Receivable.
- The Rules defined in the 'Active' Subscription Definitions are observed.
- Subscription restrictions are not violated
The rules defined in the active billing term definitions are not violated - Active Billing Term Definition Rules are observed.
- The conditions to set a subscription Subscription as effective'Effective', specified on the active billing term definitions, 'Active' Billing Term Definitions should be met.
| - The action 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 ffectiveEffective
- Short Term Not Effective
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Executing Change Subscriber Account - Same Subscriber
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 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
Image Removed- Classification: Select: CHANGE ACCOUNTS RECEIVABLE
- MODIFY INFORMATION: Click on the link if you would like to modify Contact Information
ACCOUNTS RECEIVABLE
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Defining Accounts Receivable - Global | Defining Accounts Receivable - Global | BILLING ADDRESS
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Defining Billing Address - Global | Defining Billing Address - Global | SUBSCRIPTION ADDRESSES
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Defining Subscription Addresses - Global | Defining Subscription Addresses - Global | PREVIEW & ACTION PANEL
EXISTING SUBSCRIPTION SERVICES
Provides an overview of the existing subscription services
EXISTING SUBSCRIPTION INSTALLED ITEMS
Provides an overview of the existing subscription installed items
UNSETTLED BILLS
- Provides an overview of any Bills related to the subscription and have not yet been settled
SUBSCRIPTION ACTION DETAILS
Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification
- 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
Classification, 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
Click on "SUBMIT"
Action will be validated as provided in the section below and submitted if validations are passed- A new Accounts Receivable is created (if new is specified)
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- A new Contact Information is created (if new is specified).
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- The Accounts Receivable related with the Subscription is replaced with the new one.
- A new Billing Address is created or the current one is updated.
- A new Subscription location is created or the current one updated.
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