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APPLICABLE UP TO CRM.COM R10 - For a description of the Deactivate Unsettled Subscription process for releases after CRM.COM R10 visit Using Deactivate Normal Subscriptions Run Definitions
The Process is applicable only for Subscriptions following a Normal Billing Scheme
Table of Contents
Navigating to Deactivate Unsettled Subscriptions Definitions
BILLING > SUBSCRIPTIONS > DEACTIVATE UNSETTLED SUBSCRIPTIONS
What are Deactivate Unsettled Subscriptions Definitions?
Deactivate Unsettled Subscriptions Definitions, are used to define the rules to be followed when executing Runs to deactivate Subscriptions. The decision on which Subscriptions should be deactivated is based on the criteria set on the Definitions, among which, you can find criteria related to the Accounts Receivable Balance and Outstanding Amount.
Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged, and once the Run is completed, the log information will be available in the respective section.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
For a Definition to be submitted it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.
- Navigate to Deactivate Unsettled Subscriptions Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Deactivate Unsettled Subscriptions, including each Action's related validations, restrictions, and a description of its system process. View the Attributes Table for a comprehensive description of the Deactivate Unsettled Subscriptions fields.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information | System Processing |
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| Edit |
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Attributes
An * indicates a field is mandatory
| Name | Description |
|---|---|
| Name* | The name of the process run definition |
| Alternative code* | The alternative code of the process run definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters. |
| Description | A description of the process run definition |
| Life Cycle State | The Life Cycle State of the process run definition which can be
Only effective process run definitions can be used |
| Unified Code | An auto-generated code which is used to group the various instances of the process run definitions |
| Version | An auto-generated number which is used to specify the version of each Run Definition. If the version number is already in use by a Run, a new Run Definition version is created each time the Definition is edited. The VIEW PREVIOUS VERSIONS link allows you to search and view previous versions of the Definition. |
| Scheduled Date | A Read-only field which is available once a Run is scheduled and designates the latest date that the Run was executed or is scheduled to be executed on. |
| Input Settings | |
| Subscription Action Type | The action type that will be used to classify each Deactivate Subscription action that will be applied |
| Subscription Sub-Action Type | The action type that will be used to classify each Deactivate Subscription action that will be applied |
| Criteria | |
| Subscription Criteria | |
| Subscription Types | A selection of Subscription types. Only Subscriptions of that type will be retrieved for processing |
| Price Plans | A selection of Price Plan. Only Subscriptions having effective billing terms with one of the selected Price Plan will be retrieved for processing. If no Price Plans are specified then all Price Plans are considered as applicable |
| Binding State | A selection of Binding States which includes three options, any, in binding and out of binding. Only Subscriptions having effective billing terms withBindingStatesequalto the selected stated will be retrieved for processing |
| Binding Periods | A selection of Binding Periods. Only Subscriptions having effective billing terms in binding, having one of the selected binding will be retrieved for processing. If no Binding Periods are specified, then all Binding Periods are considered as applicable. Specifying Binding Periods is not allowed if the Binding State option is set to any or out of binding |
| Billing Frequencies | A selection of Billing Frequencies. Only Subscriptions having effective billing terms with one of the selected Billing Frequencies will be retrieved for processing. If no Billing Frequencies are specified, then all Billing Frequencies are considered as applicable |
| Billing Term Schemes | A selection of Billing Term Schemes. Only Subscriptions having effective billing terms of that scheme will be retrieved for processing. If no Billing Term Schemes are specified, then all Billing Term Schemes are considered as applicable |
| Accounts Receivable Criteria | |
| Accounts Receivable Classification | A selection of Accounts Receivable Classification. Only Subscriptions owned by Accounts Receivable classified by one of the selected Classifications will be retrieved for processing |
| Accounts Receivable Credit Rating | A selection of Accounts Receivable Credit Rating. Only Subscriptions owned by Accounts Receivable classified by one of the selected Credit Rating will be retrieved for processing. If no Credit Ratings are specified, then all Credit Ratings are considered as applicable |
| Accounts Receivable Balance | The range of Balance amount which is unsettled. Only Subscriptions owned by Accounts Receivable having a Balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account. (Regardless of the Due Date) More Than = More than or Equal Less Than = Less than |
| Accounts Receivable Outstanding Amount | The range of Balance amount which is due. Only Subscriptions owned by Accounts Receivable having a due Balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account which are due.
If no date is specified then the current date is considered to be the Due date. Thus the system will retrieve all unsettled invoices that their due date is before current date |
| Scheduling Settings | |
| Scheduling Settings* | Method - The following options are available:
Refer to Scheduler Task for configuration guidelines. |
| Throttling Settings | |
| Throttling | Throttling: It determines the maximum number of processed records that should be affected per each run and the interval between each iteration. This is available only if the repeat and advanced repeat options are selected. Throttling settings include the following
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| Process Runs | |
| Deactivation Run information | Displays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were processed.Incase of an error, the error code and description is displayed. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
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