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Short Term Subscription Activation

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What does this section cover?

When to use Short Term Subscription Activation

In CRM.COM you are allowed to activate subscriptions and all its services, which are in state Draft or Not Effective for a short period of time. 

Subscriptions in Short Term Activation can be deactivated in the following ways:

Short Term Subscription Activation Information

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

Restrictions & Validations

ActionValidationsRestrictions
Short Term Subscription Activation
  • The subscription is owned by an active accounts receivable
  • The subscription should have an effective billing term instance
  • The rules defined in the related subscription type are not violated
    • The subscription services are included in the subscription type allowed services
    • 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
    • The subscription billing term scheme is included in the subscription type allowed billing term schemes
  • 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
  • The rules defined in the related billing term scheme are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
    • The specified price plan is within the allowed price plans
    • The subscription services that will become short-term effective are within the supported services
  • The rules defined in the active billing term definitions are not violated
    • The specified billing term frequency is within the allowed billing frequencies
    • The specified binding period is within the allowed binding periods
    • The conditions to set a subscription as short-term effective, specified on the active billing term definitions, should be met
    • The Short-term Activation Rules are not violated
  • The action is available only if the subscription has one of the following Life Cycle States: 
    • Draft 
    • Not Effective  

 

 

Executing Short Term Subscription Activation

  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 ACTIVATION
  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 Activation

      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.

        When the action is being scheduled either using specific date or specific number of days, the Short Term Activation End Date must be greater than scheduled Date.

        SCHEDULED SHORT TERM ACTIVATION

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

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