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Back to Subscriptions Main Page

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Find out about Discover Add Expense

What does this section cover?

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Table of Contents

Table of Contents

When to use Add Expense

Use the action if you would like to add a "one time charge" to the subscription.

Status
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titleAvailable from CRM.COM R9.0.0
 - The Add Expense Action is used to add a one-off  irregular charge to the Subscription.

Note

Expenses can also be automatically added

on

to a

subscription upon

Subscription through the execution or scheduling of another

subscription action given that

Subscription Action, provided pre-defined conditions are met. For more information

check out POLICIES section in Configuring

, 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

Subscription Action Information

(tick)
Action can be scheduledPreview Rate AvailableBehavior Behaviour CodeADDSEXPENSEBusiness Classification CodeADDSEXPENSE
 
(tick)(tick)ADDEXPENSEADDEXPENSE

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validations
validations
Restrictions & Validations

  • 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:

  • Specified subscription service expense is added on the subscription
    • An “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
    The action
    ActionValidationsRestrictionsAdditional InformationSystem processing
    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
    • Not Applicable
    		 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 Add Expense

  • 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 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

  • EXPENSE SERVICES

    1. The system loads all the allowed expenses based on the Subscription Type and Billing Term Scheme of the subscription
    2. Check the box next to the expense you would like to add
      ADD EXPENSE Image Removed 

    • PREVIEW & ACTION PANEL

  • SUBSCRIPTION SERVICES TO BE ADDED

    1.  Provides an overview of the expenses that will be added on the subscription

    • 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
    • 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.
    • Include Page
      Instant Validation and Billing of Prepaid Subscriptions
      Instant Validation and Billing of Prepaid Subscriptions
    • 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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