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Short Term Subscription Deactivation

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What does this section cover?

When to use Short Term Subscription Deactivation

In CRM.COM you are allowed to deactivate subscriptions and all its services, which are in state Effective  for a short period of time. 

Subscriptions in Short Term Deactivation can be reactivated in the following ways:

Available Batch Process: /wiki/spaces/V4Manual/pages/9830906 can be used to deactivate any subscriptions that no longer meet the activation conditions and therefore should not go back to being active once coming out of Short Term Deactivation


Short Term Subscription Deactivation Information

Action can be scheduled(tick)
Behavior CodeSHORTTERMSUBSCRIPTIONDEACTIVATION
Business Classification CodeSHORTTERMSUBSCRIPTIONDEACTIVATION

Restrictions & Validations

ActionValidationsRestrictions
Short Term Subscription Deactivation
  • 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 billing term definitions are not violated
    • The Short-term Deactivation Rules are not violated
  • The action is available only if the subscription has one of the following Life Cycle States:
    • Effective

 

Executing Short Term Subscription Deactivation

  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 Related Actions to expand 
  6. Find the action you would like to execute and click on the link to open the action details in a modal window
    SHORT TERM SUBSCRIPTION DEACTIVATIONS
  7. If required check the following sections for information 

    1. EXISTING SUBSCRIPTION SERVICES

      1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

      1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

      1. Provides an overview of any Bills related to the subscription and have not yet been settled

  8. 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
      Classification, 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.

    6. End Short Term Deactivation

      1. On a specific date: If selected then a date field appears in order to specify the specific date and time using the appropriate links. The date must be greater than the current date.
      2. After a Specific Number of Days:  If selected then a number field appears in order to specify the number of days. The specified value must be an integer value greater than 0.
        END SHORT TERM SUBSCRIPTION DEACTIVATION
  9. 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:

  • Sets the subscription life cycle state to Short-Term Not Effective
  • Sets the life cycle state of all subscription services which are in state Draft or Effective to Short-Term Not Effective
    • Sets the subscription service life cycle state period bill effective date, billable start period and billing directives according to business rules

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