What does this section cover?
What are Take Subscriptions Out of Short Term Deactivation Runs?
When a Subscription is in Short Term Deactivation then it will be automatically activated at the short term deactivation end date.
This process is responsible to retrieve any subscriptions that are about to come out of Short Term Deactivation and should be disconnected based on the Activation Conditions set in the active Billing Term Definition
The process retrieves:
- All subscriptions in Short Term Not Effective state
- Short term deactivation end date equal or past the date that the batch process is performed,
- Life cycle state period not ended by an end short term deactivation action
- Any additional criteria defined in the batch process
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
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Create |
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Edit |
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Delete |
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Take Subscriptions Out of Short Term Deactivation Run attributes
Short term deactivation end X days agoDetermines the short term deactivation period end date in relation to the date of execution, measured in days. If specified then the process will retrieve subscriptions having a short term deactivation period end date within the date of execution and date of execution minus the specified number of days. This criterion is optional.
Name | Description |
---|---|
Name* | The name of the process run definition |
Alternative code | The alternative code of the process run definition |
Description | A description of the process run definition |
Life cycle state | The life cycle state of the process run definition. The supported values are effective and not effective. Only effective process run definitions can be used |
Unified Code | An auto generated code which is used to group the various instances of the process run definitions |
Version | An auto generated number which is used to specify the version of each process run definition. New process run definition versions are created each time they are edited, if they are already been used by any process runs |
Scheduled Date | This is a read only field which is available once you schedule a Run. The date provided shows the latest date that the run is scheduled to be executed. |
Subscription Action Type | The action type that will be used to classify each Deactivate Subscription action that will be applied |
Subscription Sub Action Type | The action type that will be used to classify each Deactivate Subscription action that will be applied |
Scheduling Settings | Determines when the process run definition should be applied. Process run definitions can be applied ad hoc or on a recurring basis. Made up from the 4 standard Processes |
Throttling Settings | It determines the maximum number of processed records that should be affected per each run and the interval between each iteration. This is available only if the repeat and advanced repeat options are selected. Throttling settings include the following
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Subscription Criteria | |
Subscription Types | A selection of subscription types. Only subscriptions of that type will be retrieved for processing |
Price Plans | A selection of price plan. Only subscriptions having effective billing terms with one of the selected price plan will be retrieved for processing. If no price plans are specified then all price plans are considered as applicable |
Binding State | A selection of binding states which includes three options, any, in binding and out of binding. Only subscriptions having effective billing terms with binding states equal to the selected stated will be retrieved for processing |
Binding Periods | A selection of binding periods. Only subscriptions having effective billing terms in binding , having one of the selected binding will be retrieved for processing. If no binding periods are specified then all binding periods are considered as applicable. Specifying binding periods is not allowed if the binding state option is set to any or out of binding |
Billing Frequencies | A selection of billing frequencies. Only subscriptions having effective billing terms with one of the selected billing frequencies will be retrieved for processing. If no billing frequencies are specified then all billing frequencies are considered as applicable |
Billing Term Schemes | A selection of billing term schemes . Only subscriptions having effective billing terms of that scheme will be retrieved for processing. If no billing term schemes are specified then all billing term schemes are considered as applicable |
Short term deactivation end X days ago | Determines the short term deactivation period end date in relation to the date of execution, measured in days. If specified then the process will retrieve subscriptions having a short term deactivation period end date within the date of execution and date of execution minus the specified number of days. This criterion is optional. |
Activation Runs | |
Process Runs | It displays all the activation runs which were performed based on the specific activation run definition and displays all the activation run information as described in the section below |
Configuring a "Take Subscriptions Out of Short Term Deactivation" Run tailored to your company's needs
- Navigate to BILLING > SUBSCRIPTIONS > TAKE SUBSCRIPTIONS OUT OF Short Term Deactivation
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the following information
- Name
- Alternative Code
- Description
INPUT SETTINGS
- Subscription Action Type: Select from the drop down list, if available the subscription action that will be logged for the subscriptions to be deactivated
- Subscription Sub-Action Type: Select from the drop down list, if available the subscription sub-action that will be logged for the subscriptions to be deactivated
CRITERIA
SUBSCRIPTION CRITERIA
- Subscription Types: Click on ADD and search and select the subscription type using the search modal
- Billing Term Schemes: Click on ADD and search and select search for the billing term scheme using the search modal
- Price Plans: Click on ADD and search and select the price plan using the search modal
- Billing Frequencies: Click on ADD and select from the drop down list the required frequencies
- Binding Periods: Click on ADD and select from the drop down list the required periods
- Binding States: Check the box under the sate you would like to include
- Choose between In binding and Out of Binding
- Short Term Deactivation Period: Proide an integer value for the days
SCHEDULING SETTINGS
- Select from the available options according to what you would like to achieve
- RUN NOW: Will be executed once, now
- RUN ON SPECIFIC DATE/TIME: Will be executed once, at the date defined
- RUN REPEATEDLY: Will be executed, starting and ending at a defined date/time and will be repeated every X UOT where UOT can be from seconds to Years
- ADVANCED SCHEDULING: Will be executed, starting and ending at a defined date with powerful repetition options from daily to yearly
Run Now
Run On Specific Date / Time
- Start Process
- Click on the calendar select the date and time the run should start being executed.
- Once selected click on "DONE"
- Click on the calendar select the date and time the run should start being executed.
- Start Process
Run Repeatedly
- Start Process - On a Specific Date
- Click on the calendar select the date and time the run should start being executed.
- Once selected click on "DONE"
- OR Start process - After a period of time
- Provide how long after current date/time the process should begin
- Provide how long after current date/time the process should begin
- Repeat Process
- EVERY: Type a number (INTEGER)
- UOT: Select between
- Seconds
- Minutes
- Hours
- Days
- Weeks
- Months
- Years
- End Process
- Select between
- Never End
- On a specific date (define the date)
- After a period of time (define period of time)
- Select between
- Start Process - On a Specific Date
Advance Scheduling
- Start Process
- Click on the calendar select the date and time the run should start being executed.
- Once selected click on "DONE"
- Repeat Process
- Select between
- Daily : Define every how many days
- Weekly: Select specific days of the week
- Monthly:Define every how many months or on a specific day of the month
- Yearly: Define a specific date/month or a specific day of a month, such as the 1st Sunday of every January
- Select between
- End Process
- Select between
- Never End
- On a specific date (define the date)
- Select between
- Start Process
- Select from the available options according to what you would like to achieve
THROTTLING SETTINGS
- Provide the required information
- Maximum batch size
- Start again after X UOT (seconds, minutes, days)
- Provide the required information
- From the Top Menu click on SAVE
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
Executing a Take Subscriptions Out of Short Term Deactivation Run
- Navigate to the definition
- Search for the definition you would like to execute
- Click on the number of the definition to go to the data entry page
- Confirm that SCHEDULING SETTINGS are correctly configured
- From the Actions Menu click on ACTIONS > "SUBMIT"
- The job will be submitted to the scheduler and will become available under PROCESS RUNS
- Once completed the Life Cycle State will be changed from Draft to Completed
- If the Run fails then the Life Cycle State will be updated to Failed
- Check Process Successfully and Processed with Errors for a closer look of individual results
Modifying a Take Subscriptions Out of Short Term Deactivation Run
When you edit a definition that already has completed or scheduled runs then the system will automatically update the Version of the definition, by increasing its number by 1. Essentially, the system will create a new definition and will carry over all the information and configuration, apart from the Version number.
Accessing a definition with multiple versions, you will always see the latest version, while you have the option to View configuration and Runs of Previous versions by using th "VIEW PREVIOUS VERSIONS" link found in the Main Information tab
- Click on the VIEW PREVIOUS VERSIONS link
- Search from the modal for the version you would like to see
- Select the version
- The system will now show the configuration and the process runs of the version you have selected.
- To go back to the current version click on the CURRENT VERSION link under Main Information
Deleting a Take Subscriptions Out of Short Term Deactivation Run
You are not allowed to delete any runs
Deleting a scheduled job of the specific Run
If you have scheduled (submitted) a Run by mistake or you want to change the definition before execution, you have the option to delete the current job that was sent to the scheduler, given that it has not been executed yet. i.e., Life Cycle State is still Draft.
In order to delete the job follow the steps below:
- Navigate to the definition, for which you have scheduled a job
- Click on the number of the definition to move in the data entry page
- Go to Process Runs tab
- Find the job and check the left box next to the Run
- Click on "DELETE"
- A modal will open with the job information
- Click on "DELETE"
- Click "OK" on the confirmation message
- Close the modal
The job will be removed from the Process Runs
Reading Take Subscriptions Out of Short Term Deactivation Run Logs
The following information regarding the Process Runs is available:
- Number: An auto generated number that uniquely identifies each process run.
- Version: The version of the process run's related process run definition.
- Life Cycle State: The life cycle state of the process run which can be pending, in progress or completed.
- Start Date: The date that the process run started.
- End Date: The date that the process run ended.
- Process Successfully: Drill down including the entities processed successfully.
Processed With Errors: Drill down including the entities that were not successfully processed.
Related Areas
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Managing Subscriptions — Learn to work with Subscriptions
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Using Deactivate Normal Subscriptions Run Definitions — Learn to configure Deactivate Normal Subscriptions Definition that is used to deactivate Normal Subscriptions that have unsettled overdue bills for Release CRM.COM R11 and onwards.
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Scheduling Subscription Actions — Learn to schedule and manage Subscription Actions
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Extending Binding End and Allowed Cancel Dates — Find out how Binding End and Allowed Cancellation Dates are extended
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Configuring Subscription Action and Sub Action Types — Learn to configure Subscription Action Types used to provide business meaning to Subscription Actions
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Using Execute Scheduled Subscription Actions Run Definitions — Learn to configure Execute Scheduled Subscription Actions Definition that is used to execute scheduled Subscription actions for Releases up to CRM.COM R10
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Using Take Subscriptions out of Short Term Deactivation Run Definitions — Learn to configure Take Subscriptions out of Short Term Deactivation Definition that is used to disconnect Subscription thatareabout to come out of Short Term Deactivation buthaveunsettled balance for Releases up to CRM.COM R10
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Using Deactivate Subscriptions in Grace Run Definitions — Learn to configure Deactivate Subscriptions in Grace Definition that is used to deactivate Subscriptions with not enough funds, coming out of Grace for Releases up to CRM.COM R10
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Using Take Subscriptions out of Resting Run Definitions — Learn to configure Take Subscription Out of Resting Definition that is used to disconnect Subscriptions that are about to come out of Resting but have unsettled balance for Releases up to CRM.COM R10
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Using Activate Settled Subscriptions Run Definitions — Learn to configure Activate Settled Subscriptions Definition used to activate Subscriptions that have been settled for Releases up to CRM.COM R10
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Become Subscriber — Find out how to use the Become Subscriber Subscription Action, used to register a new subscriber
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Cancel Expense — Use Cancel Expense to remove an Expense that was previously added
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Configuring Subscription Definitions — Learn to configure Subscription Business Definitions that will determine the overall behaviour of Subscriptions
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Configuring Subscription Types — Learn to configure Subscription Types, required to create a new Subscription, to set the commercial policies
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