When to use Add Draft Services

Subscription services are added as draft when you would like to add the services but activate them at a later stage. If you would like to add services and directly activate them, i.e. set them as effective, ready to be billed, then these services should be added as effective. Visit /wiki/spaces/V3Manuals/pages/1408273 to see how you can add effective services.

The action also allows you to add Installed Items.

AVAILABLE FROM CRM.COM R9.0.0 You have the option to preview upcoming subscriber bills/rates, directly from the subscription action modal window. You can use the process for both Normal and Prepaid Subscriptions. 

Add Draft Services Information

Action can be scheduled
Behavior Code	ADDSERVICE
Business Classification Code	ADDSERVICEASDRAFT

Restrictions & Validations

Executing Add Draft Services

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. Search for the Subscription you are looking for, using the criteria section
3. Click on the Subscription number to go to the Data Entry page of the subscription
4. On the left hand side of the screen you can see the ACTION PANEL
5. Click on Subscription Service Related Actions
6. Find the action you would like to execute and click on the link to open the action details in a modal window
   
7. Proceed with adding services and installed items
   

   1. DISTRIBUTOR

      1. Select from the available distributors. This will be the one that the services and/or installed item will be distributed on. If you do not want the service and /or item to be distributed anywhere then select None.
         Visit Change Subscription Distribution to find out how to change distribution or add distribution to services and items that have been added with no distributor
         

         According to the selected distributor, Services and Physical Goods will be filtered accordingly. (For a full list of service filtering check the info box under Optional Services)
         • Services Filtering: The system will filter based on:
         • The services defined in the Provisioning Provider, that the selected provisioning distributor belongs to
         • The allowed services defined under the selected distributor - AVAILABLE FROM CRM.COM R9.0.0

         • Physical Goods Filtering: The system will filter based on the physical goods defined in the Provisioning Provider that the selected provisioning distributor belongs to

          

      2. A service can be distributed in multiple distributors. For each distributor you want to add a service to, you need to first select the distributor and then select the service

   2. MANDATORY SERVICES

      1. Select the service you want to add by checking the box on the left of the service 

   3. OPTIONAL SERVICES

      1. Select the service you want to add by checking the box on the left of the service

         Mandatory and Optional Services allowed to be selected are filtered based on the following:

         • Allowed services defined in selected Subscription Type
         • Allowed services defined in selected Billing Term Scheme
         • Product Validity defined on the product
         • Allowed services in provisioning provider of selected distributor 
         • Allowed services under the selected distributor defined in provisioning provider - AVAILABLE FROM CRM.COM R9.0.0

   4. INSTALLED ITEMS

      1. Click on ADD

      2. Physical Good: Select Physical Good from the drop down list
         By default the system will have no selected product. You have the option to directly search without selecting a product. Following this option, when searching for an installed item to add the system will retrieve all available installed items (of all allowed products)

         Physical Goods allowed to be selected are filtered based on the following:

         • Allowed Physical goods defined in selected Subscription Type
         • Allowed Physical Goods in provisioning provider of selected distributor 

      3. Serial Number: Search using quick search or the click on the lens to open the search modal for the installed item

         Installed Items allowed to be selected are filtered based on the Inventory Management Definition.

8. PREVIEW ACTION PANEL

   1. Subscription Services to be Added

      1. Provides an overview of the services selected to be added 

   2. Subscription Installed items to be Added

      1. Provides an overview of the items selected to be added
         

9. SUBSCRIPTION ACTION DETAILS

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

   4. Performed Date: Click on the calendar icon and select date and time

   5. SCHEDULING INFORMATION

      1. NOW: Select Now to execute the action immediately
      2. ON A SPECIFIC DATE
         1. Click on the calendar icon and select a date
         2. Use the time scroller and select time or leave as is to set at midnight

         3. Click on DONE
            The date field is mandatory and the date must be greater than the current date

      3. AFTER A NO. OF DAYS

         1. Enter the value of days based on your business requirements. For example, add 7 days 
            The number field is mandatory and the specified value must be an integer and greater than 0.

10. Click on SUBMIT AS DRAFT
    Action will be validated as provided in the section above and submitted if validations are passed

System Processing

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

• Specified subscription services are added
• Related provisioning distributors, if they do not already exists are added
• The specified subscription services are distributed to their related provisioning distributors
• The service is added, by setting the subscription life cycle state to draft
  • Sets the subscription service bill effective date and billable start period according to the business rules
• A “Draft” subscription service life cycle state history is set
  
  • Sets the subscription service bill effective date, billable start period and billing directive according to the business rules
• If installed items are specified then 
  
  • Specified installed items are added
  • Related provisioning distributors, if they do not already exists are added
  • The specified installed items are distributed to their related provisioning distributors
  • Installed Item are removed from warehouse using a stock out warehouse transaction
  • Installed item history is updated

Adding Flexible Bundle Services

Adding Fixed Bundle Services

Adding fixed bundle Installed Items

Adding Single Installed Item to Multiple Distributors