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R9 - Move Installed Items Between Subscriptions

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AVAILABLE FROM CRM.COM R9.0.0

What does this section cover?

When to use Move Installed Items Between Subscriptions

Use Move Installed Items Between Subscriptions to: 


Move Installed Items Between Subscriptions Information

Action can be scheduled(error)
Behavior CodeMOVEINSTITEMTOANOTHERSUBSCRIPTION
Business Classification CodeMOVEINSTITEM

 

Restrictions & Validations

ActionValidationsRestrictionsAdditional Information
Move Installed Items Between Subscriptions
  • Both source and target subscriptions are owned by the same accounts receivable owner
  • The target subscription should be owned by an active accounts receivable
  • The target subscription should have an effective billing term instance
  • For the source subscription
    • If the subscription is Effective then
      • 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
  • For the target subscription
    • The rules defined in the related subscription type are not violated
      • The subscription installed items are included in the subscription type allowed subscription installed items
      • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
    • If the subscription is already Effective 
      • The rules defined in the active subscription definitions are not violated are not violated 
        • Subscription installed item restrictions and dependencies are not violated
        • Subscription installed item per distributor restrictions and dependencies are not violated

  • The action is available only if the subscription has one of the following Life Cycle States:
    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Regretted
    • Cancelled
    • Short Term Effective
    • Short Term Not Effective
 

 

Executing Move Installed Items Between Subscriptions

  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 Installed Items 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
  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

  9. SUBSCRIPTION ACTION DETAILS

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. 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
    4. Performed By User : Search and add the user that logs the action 
      If you leave empty then the Logged in user will be set

    5. Performed Date: Click on the calendar icon and select date and time

      If the Subscription Action is related to ACTIVATION of a service, then the Performed Date can be set in the past and billing will start the billing of the service(s) based on the Performed date. Even though date can be set in the past, it must be after the service was added on the subscription as Draft

      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"
    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 installed item is removed from source subscription
  • The distribution of the specified installed item and its related provisioning distributors are removed from the source subscription

  • Specified installed item is added to the target subscription
  • Related provisioning distributors, are added to the target subscription, if they do not already exist
     
  • The specified installed item is distributed to its related provisioning distributor on the target subscription
  • The installed item history is updated by specifying the source subscription and the subscription to which the installed item is moved to.

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