What does this section cover?
What are Subscription Definitions?
Subscription definitions is a set of business rules used to control the behavior of Subscription throughout their whole life cycle.
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions |
---|---|---|
General |
|
|
Create |
| Not Applicable |
Edit |
| Not Applicable |
Delete | Not Applicable |
|
Subscription Definition attributes
Name | Description |
---|---|
Number | An auto generated number that uniquely identifies the accounts receivable definitions |
Name* | The name of the definition |
Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified |
Description | A description for the definition |
State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
Defining your own Subscription Definition tailored to your company's needs
- Navigate to PATH
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
LOG INFORMATION
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Top Menu click on Save
Deleting Subscription Definitions
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Changing the Life Cycle State of Subscription Definition
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Visit /wiki/spaces/WIP/pages/10010220 Subscription for business examples related to
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