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Add Draft Services

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What does this section cover?

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(tick)
Behavior CodeADDSERVICE
Business Classification Code

ADDSERVICEASDRAFT

 

Restrictions & Validations

ActionValidationsRestrictions
Add Draft Service
  • The rules defined in the related subscription type are not violated
    • The subscription services are included in the subscription type allowed services
    • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
    • The subscription installed items are included in the subscription type allowed subscription installed items
  • The rules defined in the related billing term scheme are not violated
    • The subscription services that will be added are within the supported services
  • The installed items are available to be used as provided in the inventory management
  • Also check Restriction & Validations in Add Installed Item
  • The action is available only if the subscription has one of the following Life Cycle States:
      • Draft

      • Effective

      • Not Effective

      • In resting
  • Also check Restriction & Validations in Add Installed Item

 

 

 

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
    ADD DRAFT SERVICES
  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
        ADD DRAFT SERVICES - PREVIEW PANEL

  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 Flexible Product Bundle

  1. Check the box next to a service that is a Flexible Product Bundle to select
  2. Components: Click on the SELECT link to open the SELECT COMPONENTS modal to add components
    SELECT COMPONENTS

  3. Click on View Product Bundle Components (Optional)
    A modal will open with the configuration set up and allowed options for the specific bundle as defined in the Products (this is only informative)
    PRODUCT COMPOSITION
  4. Go to the Filters tab and search using:
    1. Product
    2. Product Type
    3. Product Family
      The available products that will be retrieved from the search will only be the ones that are allowed
  5. Click on SELECT
         The product will be added in the components section
  6. If you would like to remove the product from the components list go to the PREVIEW & ACTION PANEL where the component is added and click on REMOVE
    SELECT COMPONENTS
  7. Repeat for all the product you would like to add
  8. Click on SAVE


Adding Fixed Bundle Services

Adding Fixed Product Bundle

  1. On selecting the services to be added on the subscription, select a product defined as Fixed Product Bundle
    This is the same process as with adding a flat composition service
  2. PREVIEW & ACTION PANEL
    1. Components: Click on VIEW to see the services that are included in the fixed bundle
      SERVICE BUNDLE COMPONENTS

Adding fixed bundle Installed Items

If the Installed Item you would like to add is a bundle product (i.e. is made up of multiple physical goods) then there are additional validations and system processes to be carried out.

Validations and System Processing

Validations
  • The physical good bundle is traceable
  • The physical good bundle is available to be added on the subscription
  • If the physical good bundle has any non traceable components then
    • The physical good bundle should belong to a job owned by the subscription owner (i.e. adding the bundle through a Job)
System Processing
  • Adds specified installed items
    • The fixed product bundle, and all of the installed items which compose the bundle will be added on the subscription as subscription installed items
  • Adds related provisioning distributors, if they do not already exist
  • Distributes the specified installed items to their related provisioning distributors
    • The fixed product bundle, and all of the installed items which compose the bundle will be distributed to the same provisioning distributors
  • Removes Installed Item from warehouse using a stock out warehouse transaction
    • The fixed product bundle, and all of the installed items which compose the bundle will be removed from the warehouse but using the same stock-out warehouse transaction i.e. the components will be removed from the warehouse along with their main item and not individually.
  • Updates the installed item history of both the main installed item and all of its component items

 

Add a Fixed Bundle Installed Item on a Subscription

  1. Physical Good: From the drop down list select a Physical good that is defined in the system as a fixed bundle product

  2. Serial Number: Search for an installed item of the specific physical good, using quick search or click on the lens to open the search modal

    System will retrieve the physical goods that resign in warehouses, whose warehouse type is defined under Subscription Warehouses in Inventory Definitions.

    If the action is being triggered via Jobs then you can add Traceable bundles that include both traceable and non traceable components. If the action is triggered via Subscriptions then you can only add Traceable bundles that only include traceable components

  3. Components: Click on VIEW to open modal and view the installed items included in the bundle

    FIXED BUNDLE INSTALLED ITEMS




Adding Single Installed Item to Multiple Distributors

You may want to provide services to a subscription from multiple providers. For example Provider X will be used to provision the subscription with TV channels while Provider Y will be used for provisioning OTT services.

In order to support this, you need to use the same installed item for multiple Providers. Follow the steps below in order to distribute the installed item in multiple distributors. each of which distributor can belong to different providers.

The process below only describes the steps when adding the installed item.

The same process is available from the following actions:

  • Become Subscriber
  • Add Installed Item
  • Add Draft Services
  • Add Effective Services
  • Processing Jobs : Of type:
    • New Subscription
    • Add Subscription Services

 

  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.
      • Services Filtering: The system will filter based on the services defined in the Provisioning Provider, that the selected provisioning distributor belongs to
      • 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. INSTALLED ITEMS

    1. Click on ADD

      1. Physical Good: Select Physical Good from the drop down list

        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 

      2. 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.

      • A check will be automatically added in the Enabled checkbox
        INSTALLED ITEM ADDED AUTOMATICALLY ENABLED ON FIRST SELECTED DISTRIBUTOR

      • A record will be created under  Subscription Installed Items to Be Added with the installed item added and the related distributor
        INSTALLED ITEM ADDED UNDER SUBSCRIPTION INSTALLED ITEMS
  3. Now select a different Distributor
    • The installed item record added on distributor A, is now read only and the Enabled checkbox is not selected.
    INSTALLED ITEM ALREADY ADDED ON ONE DISTRIBUTOR' 
  4. To add the same installed item on distributor B, place a check in the Enable checkbox
    ENABLE INSTALLED ITEM ON ADDITIONAL DISTRIBUTOR
    • A record will be created under  Subscription Installed Items to Be Added with the installed item added and the related distributor
      SINGLE INSTALLED ITEM DISTRIBUTED TO MULTIPLE DISTRIBUTORS

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