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Managing Buy in Advance Requests

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Navigating to Buy In Advance Requests

BILLING > BUY IN ADVANCE > MANAGE BUY IN ADVANCE REQUESTS

Using the Buy In Advance Requests

The Buy In Advance Requests screen displays the Requests made from customers for Buy in Advance. Unlike other entities, Buy in Advance Requests are not created via their Data Entry screen, but through the Subscription's Screen, where Buy in Advance is available as a Subscription Action. Refer to Submit Buy in Advance Request.
Once a Request is created the Billing Engine applies it during Billing. There are cases where Requests become invalid, between the time they are created and the time they are applied by the Billing Run.
i.e. The Billing Frequency of the Subscription is modified and becomes longer than the Buy in Advance period. In such cases, the System will reject the Request

  • Navigate to Buy In Advance Requests and explore existing records via the Summary page. 
  • Click on the link (name or number) of the Buy in Advance Request, of your interest to enter the Data Entry page and see more detail. 
  • Click on ACTIONS to discover other possibilities available for Buy In Advance Requests, such as Cancelling or Amending Requests.
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Buy In Advance Requests. 

 

Check the Validations & Restrictions Table below for a list of available Actions when working with Buy In Advance Requests including each Action's related restrictions, validations and additional information.  View the Attributes Table below for a comprehensive description of the Buy In Advance Requests fields.  

 

BUY IN ADVANCE REQUESTS

Validations & Restrictions

ActionRestrictionsValidationsAdditional Information
Submit Buy in Advance Request (Create)
  • Mandatory Configuration Entities must be configured before using Buy In Advance Requests. Refer to Buy In Advance Requests - Configuration Requirements
  • No other 'Effective' or not billed Buy in Advance Request exists for the specific Subscription
  • APPLICABLE UP TO R8 Subscription follows a Normal Billing Term Scheme
  • Subscription follows either a Normal or a Prepaid Billing Term Scheme
      • For the Prepaid Billing Term Scheme, at least one pre-rate Subscription must exist
  • The specified duration is allowed for the Subscription type
  • The specified duration is within one of the settings defined in the Buy in Advance Definitions
  • In the case of a Normal Subscription, the specified duration is more than the existing billing frequency of the Subscription
  • In the case of a Prepaid Subscription, the specified duration is more than the existing pre-rated period of at least one of the Subscription services
  • Not Applicable
Amend
  • Life Cycle State  =  Effective
  • Rated Billing Item does not exist --> Billing State: Not Rated
  • Editable Fields
    • Duration
    • Billing Effective Date
    • Description
Delete
  • Buy in Advance Requests cannot be deleted 
  •  Not Applicable
Cancel
  • Life Cycle State  =  'Effective'
  •  Not Applicable
Validate Normal Subscription Buy in Advance Requests
  •  Not Applicable
  • The Buy in Advance period is greater than the Subscription's billing frequency
  • The Buy in Advance Request billing effective date should be either:
    • Equal to or past the billing date 
      OR
    • Equal to or after the billable period start date (as calculated by the System) and equal to or before the billable period end date (as calculated by the System). The Buy in Advance Request end date should be equal to or after the billable period end date.
  • The Buy in Advance Request Life Cycle State is 'Effective.'
  • The Buy in Advance Request Billing State is 'Not Rated.'APPLICABLE UP TO CRM.COM R8.0.0
    OR
  • The Buy in Advance Request rating state is 'Not Completed.'
  •  Not Applicable
Validate Prepaid Subscription Buy in Advance Requests
  •  Not Applicable
  • The Buy in Advance period is greater than the pre-rated period of all services
  • The Wallet has enough money to cover all the services after the application of the Buy in Advance period
  • The Buy in Advance Request billing effective date should be either:
    • Equal to or past the billing date 
      OR
    • Equal to or after the billable period start date (as calculated by the System) and equal to or before the billable period end date (as calculated by the System). The Buy in Advance Request end date should be equal to or after the billable period end date
  • The Buy in Advance Request Life Cycle State is 'Effective.'
  • The Buy in Advance Request rating state is 'Not Completed.'
  •  Not Applicable

 

Attributes

An * indicates a field is mandatory

Name

Description

Main Information

Number

An auto-generated number that uniquely identifies each Buy in Advance Request

Accounts ReceivableThe financial account defined on the Subscription

Subscription

The Subscription which is going to be billed for the specified duration

Duration /UOT

The requested amount of time to be bought in advance, that can be measured in days, weeks, months or years

Life Cycle State

The state of the request which can be either 'Effective' or 'Cancelled.'

Billing Effective Date*

Determines the earliest date that the request can be picked up by the billing engine. This date is automatically set to the date that the request is submitted and can be modified by users.

Billing State
AVAILABLE UP TO CRM.COM R8.0.0 - DEPRECATED FOR CRM.COM R9.0.0 

The state of the Buy in Advance Request in relation to billing. It is calculated dynamically and determines whether the specific Buy in Advance Request was already rated or not. The supported values are the following:

  • Rated
  • Not Rated

If the Billing State is rated, then the associated rated Billing Item Number is also available.

Rating State

Determines if the Buy in Advance Request was processed by the rating engine or not. The two states are:

  • PENDING (Request not rated yet)
  • COMPLETED (Request already rated)

The field replaces The Billing State available in CRM.COM R8.0.0

Rated Billing ItemThe Rated Billing Item that includes the Buy in Advance Request
DescriptionA description for the Buy in Advance Request
Log Information
Log InformationThe standard set of Log Details information available in all entities  

Additional Actions for Buy in Advance Requests

Submit Buy in Advance Request

  1. Navigate to MANAGE SUBSCRIPTIONS
  2. Search using the criteria available on the Summary page for the Subscription to which a Buy in Advance request should be applied
  3. Click on the Subscription number to go to the Data Entry page
  4. Click on Subscription Related Actions from the Action Panel
  5. Select  Submit Buy In Advance Request to open the Request form in a modal window
    1. Duration: Provide a number (integer) for the duration and select the desired UOT (Unit of Time)
    2. Billing Effective Date: Automatically set to the current date. Click on the calendar icon to change if required.
    3. Description: Provide a description
    4. Applicable From: Automatically updated by the System as soon as the duration is defined. This is set to the Rated Up To date of the Subscription
    5. Applicable To: Automatically updated by the System as soon as the duration is defined. This is set to the Rated Up To date defined on the Subscription 
  6. SUBMIT the request

Amend Buy in Advance Requests

  1. Navigate to BUY IN ADVANCE REQUESTS
  2. Search for the Request you would like to update
  3. Click on the number of the Request to access the Data Entry page
  4. From the Actions Menu click ACTIONS > AMEND to open the Amend modal
  5. Update the information that needs to change
  6. Click on SAVE

Cancel Buy in Advance Request  

  1. Navigate to BUY IN ADVANCE REQUESTS 
  2. Search for the Request you would like to cancel
  3. Click on the number of the Request to access the Data Entry page
  4. From the Actions Menu click ACTIONS > CANCEL to open the Cancel modal
  5. Click on SAVE
     

View Understanding Buy In Advance for business examples related to Buy In Advance Requests

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