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Remove Services - Cancel

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When to use Remove Services - Cancel

Cancel Service is to be used when a service is no longer required by the subscriber and he/she wishes to remove it from his subscription.

Depending on your company's business rules is up to you to decide whether you will allow the cancelling of subscription services or any additional penalties to be imposed.

Visit billing term definitions for more information on validations and penalties that can be set on the Cancel service and Cancel Subscription actions.

Cancel Service is a child of Cancel Subscription action. The difference between the 2 actions is that the Cancel Subscription action will be automatically imposed to all the subscription's services, while Cancel Service provides you with the option to apply the cancelling only to specific subscription services

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. 

Remove Services - Cancel Information

Action can be scheduled(tick)
Behavior CodeREMOVESERVICE
Business Classification CodeCANCELSERVICE

 

Restrictions & Validations

ActionValidationsRestrictionsAdditional Information
Cancel Service
  • The 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
    • Subscription restrictions are not violated
    • Subscription service restrictions and dependencies are not violated
    • Subscription service per distributor restrictions and dependencies are not violated
    • Subscription installed item restrictions and dependencies are not violated
    • Subscription installed item per distributor restrictions and dependencies are not violated
  • The rules defined in the active billing term definitions are not violated
    • Cancellation outside binding or during binding rules are not violated
  • The action is available only if the subscription service has one of the following Life Cycle States:
    • Effective
    • Not Effective
    • In resting
    • Short Term Effective
    • Short Term Not Effective

 

 

If Subscription service has any scheduled actions, scheduled for after the cancellation, then they are deleted

 

Executing Remove Services - Cancel

  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
    REMOVE SUBSCRIPTION SERVICES

  7. CLASSIFICATION

    1. Select: CANCEL SERVICE

  8. APPLY ON

    1. All Services: Will automatically check all the services and add them under Subscription Services to be Removed
    2. Specific services: Check the services you would like to Stop.

  9. PREVIEW ACTION PANEL

    1. Subscription Services to be Removed

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

  10. 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.

  11. Click on SUBMIT
    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 removed
  • The distribution of the specified subscription services and their related provisioning distributors is removed
  • Provisioning distributors if there are no other subscription services or installed items distributed on them are removed
  • Specified subscription services life cycle state is set to Cancelled
  • Subscription life cycle state is set to Not Effective if no other services exist
  • Cancellation penalties are applied as specified on the active billing term definitions
  • Any scheduled actions, scheduled for after the cancellation are deleted

Related Areas

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