What does this section cover?

When to use Swap Services

Swap Subscription Services is an action used to allow subscribers to switch to a different package from what they currently have. Swapping can be categorized to the following 3 types:

• Upgrade (Swapping to a more expensive package)
• Downgrade (Swapping to a cheaper package)
• Switch (Swapping to a package of the same price)

The decision as to which Swap type is being executed is taken by the system. You do not need to be aware of what type of swap you are making, however the system will distinguish between them on submitting the action. The decision as to what type of swap it is, is taken based on the Tiers.

Tiers are configured in the Subscription Definitions where you can define to which Tier each provisioning subscription service belongs to. 

Rules may be configured in the system related to when and if the Service swap is to be allowed via the Billing Term Definitions. Differentiation to the rules may be applied on 3 different occasions:

• Upgrade
• Downgrade
• Switch

Further flexibility is offered by allowing differentiation on the rules between:

• Mandatory Services
• Optional Services

AVAILABLE FROM CRM.COM R9.0.0 You have the option to preview upcoming subscriber bills/rates, directly from the subscription action modal window. You can use the process for both Normal and Prepaid Subscriptions. 

Swap Services Information

Action can be scheduled
Behavior Code	SWAPSERVICE
Business Classification Code	UPGRADESERVICE DOWNGRADESERVICE SWITCHSERVICE

Restrictions & Validations

Executing Swap Services

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 Service Related Actions
6. Find the action you would like to execute and click on the link to open the action details in a modal window
   

7. CLASSIFICATION

   1. ANY: With this option the system will decide automatically which classification the swapping is for
   2. DOWNGRADE SERVICE: The system will filter New Services and will only make available the services you can downgrade to
   3. SWITCH SERVICE: The system will filter New Services and will only make available the services you can switch to
   4. UPGRADE SERVICE: The system will filter New Services and will only make available the services you can upgrade to

8. MANDATORY SERVICES

   1. New Service: Select the service you want to Swap to, from the drop down list

9. OPTIONAL SERVICES

   1. New Service: Select the service you want to Swap to, from the drop down list

10. PREVIEW ACTION PANEL

    1. Subscription Services to be Swapped

       1.  Provides an overview of the services selected to be swapped
          

11. 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
       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.

12. 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:

• Adds specified subscription services
• Adds related provisioning distributors, if they do not already exists
• Distributes the specified subscription services to their related provisioning distributors
• Removes specified services
• Removes the distribution related to the specified services
• Swaps subscription services having a dependency with the swapped subscription services as specified in subscription service tiers.
• If the business behavior code was not specified, then it sets it, by comparing the subscription service to be replaced and subscription service to be replaced by against the subscription service tiers, as specified on the active subscription definitions
• Sets the subscription life cycle state of the added service equal to the life cycle state of the removed one
• If removed service’s state is draft then the added service’s state is set to draft
• If removed service’s state is not effective then the added service’s state is set to not effective
• If removed service’s state is expired then the added service’s state is set to expired
• If removed service’s state is Effective then the added service’s state is set to effective and the effective date is set equal to the execution date (if not specified)
• Sets the subscription life cycle state of the removed service to swapped, close the initial life cycle state period of the swapped service and created a new one that shows the swapped period.
• Creates a new subscription service life cycle state history for the new service and sets the starting date of the period as the action’s scheduled date and the corresponding life cycle state.
• Billable period start date and billing effective dates are set based on billing term scheme
• Billing directive is set based on the additional billing directions specified on the active billing term definitions