Activating and Deactivating Prepaid Subscriptions
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Activating Prepaid Subscriptions
Deactivated subscription services are activated by the recurring activation process or following a payment made against the account.
The activation process also re-evaluates the status of subscription services that were classified as candidates for deactivation (during the billing run). It is possible to exclude from activation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Activation always takes place on the subscription service level and not on the subscription level. Services taken into consideration are:
- Prepaid subscription services that were not effective for a period of time that is less than the specified threshold
- Prepaid subscription services that are effective and are classified as candidates for deactivation
Setting up the recurring activation process
Settings associated with the activation of services are accessed from the Subscription Activation Rules tab found in the Policies section of the billing definition.
Once the settings are defined, the activation process under Subscription Maintenance Utilities must be enabled. It is configured once and executed on a recurring basis.
- Navigate to the Subscription Maintenance Utilities definition and click EDIT.
- In the Schedule Subscription Activation tab, use MODIFY to ENABLE the process and provide the scheduling settings.
- Alternately, click on Run Now to execute instantly or CANCEL pending activation processes.
Deactivating Prepaid Subscriptions
Subscribers who have been marked by the prepaid billing process as candidates for deactivation are deactivated. The automatic deactivation process is also responsible to identify and process subscriptions that are owned by accounts with an overdue balance exceeding a predetermined threshold.
It is possible to exclude from deactivation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Deactivation is always applied at the level of subscription services. Deactivation can take into consideration the 'date and time' on which the services were activated (so that subscribers can benefit up to the last minute for the services they paid for), or just the 'date', in which case the service gets cut off at midnight Services taken into consideration are:
- All the prepaid subscription services that were classified as candidates for deactivation are identified, and grouped per account
The deactivation process takes place automatically and does not need user configuration. To check prepaid deactivation process logs navigate to FOUNDATION > PLATFORM > MANAGE ADMIN SETTINGS > BATCH PROCESSES ADMIN BOARD and refer to recurring system processes.
Ranking of Subscriptions and Services
Subscriptions and subscription services are ranked by various system processes such as activation and deactivation, to determine processing order.
Subscriptions inherit a ranking number from their subscription type, while services are ranked based on whether they are mandatory (higher ranking) or optional (lower ranking). This is also defined in the subscription type.
Ranking is critical when services must be activated in an account or wallet with limited funds.
The system will prioritize subscriptions and consequently services with the highest ranking and activate those.
In case of deactivation, the system prioritizes subscriptions of the lowest ranking and deactivates its services accordingly.
Additional reference to ranking takes place to decide the order. Refer to the table below for more information.
Sorting of Subscriptions | Subscriptions are sorted based on:
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Sorting of Subscription Services | Services are sorted based on the following logic:
Services within each category are then sorted based on the following logic:
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Subscription ranking is required for accounts with multiple subscriptions.
Glossary
CRM.COM Term | Definition |
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Candidates for deactivation | The services are marked by the normal billing run. |