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Back to Subscriptions Main Page 

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Find out about Use Change Subscriber Account - Change Subscriber to move the Subscription to a different Subscriber

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Table of Contents

Table of Contents
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When to use Change Subscriber Account - Change Subscriber

In New Subscriptions created in CRM.COM in order to be able to create a new Subscription, then the subscription needs to must be related to an an /wiki/spaces/V4Manual/pages/9831804. If you would like to change the owner of the subscription then you have the option to change the The account owning the subscription to an account of a different subscriber.

Additionally you have the option to create a new account for the subscriber you are moving the subscription to.

The specific action/classification cannot be used in any of the following cases:

Change

Subscription can be changed from one subscriber to another.  A new account can also be created for the Subscriber to which the existing Subscription can be moved to.

The above Action cannot be used to change to an Accounts Receivable of the same

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subscriber.  

View Change Subscriber Account - Same Subscriber for more information.

View the Information Table below for

more information 

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 - Change Subscriber Information

Subscription Action Information

(error)CHANGESUBRIBERACCOUNT
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeBusiness Classification Code
(error)(error)CHANGESUBRIBERACCOUNTCHANGESUBSCRIBER

 

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Restrictions & Validations

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Once the action is submitted the following changes will be carried out by the system:

Create a new accounts receivable
ActionValidationsRestrictionsSystem Processing
Change Subscriber Account - Change Subscriber
  • No unrated Unrated or not billed services should Services don't exist.
  • The new accounts receivable Accounts Receivable should belong to a different 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
    • observed.
  • '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

 

Executing Change Subscriber Account - Change Subscriber

  • 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
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    • CONTACT INFORMATION

    Classification: Select: CHANGE SUBSCRIBER
    Include PageSelect between new or existing Contact Information via another entity - GlobalSelect between new or existing Contact Information via another entity - Global

    ACCOUNTS RECEIVABLE

    Include PageDefining Accounts Receivable - GlobalDefining Accounts Receivable - Global

    BILLING ADDRESS

    Include PageDefining Billing Address - GlobalDefining Billing Address - Global

    SUBSCRIPTION ADDRESSES

    Include PageDefining Subscription Addresses - GlobalDefining Subscription Addresses - Global

  • PREVIEW & ACTION PANEL

    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

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. 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
    4. Performed By User : Search and add the user that logs the action 
      If you leave empty then the Logged in user will be set

    5. 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)
    Create contact information Creates or updates subscription location
    • .
    • A new Contact Information is created (if new is specified).
  • Change the account receivable related with specified subscription to the new account receivable
  • Creates or update billing address
    • 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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